Overview
Work History
Education
Skills
Timeline
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Geoff Schmaman

Carnegie,VIC

Overview

14
14
years of professional experience

Work History

Vehicle Leasing Manager

Own Project
11.2022 - Current
  • Engaging and negotiating with multiple sellers to source suitable vehicles
  • Project management to industry professionals, such as mechanics, auto electricians etc, with regards to acquiring cars to rent out on vehicle sharing platforms
  • When required would research via website forums, you tube etc, known issues to certain vehicles, repair process etc, with the goal of understanding the task at hand
  • Managed to save substantial costs by adhering to this method
  • For example, a mechanic suggested a new gearbox was required for one vehicle, but after doing own research from online forums, realized the issue was a fuse, managed to bring repair cost down from $2500 for gearbox replacement, to a few dollars for a fuse
  • This rectified the issue
  • Had similar experiences with multiple vehicles, where was able to bring down business costs substantially, by adhering to more efficient business practices
  • Liaised with Car listing platforms regarding marketing, insurance structures etc
  • Successfully listed and and leased 8 vehicles with high client satisfaction rate.

Service Consultant

Aware Super
03.2021 - 11.2022
  • Answer a broad range of superannuation related questions for members, employers, and financial advisors, including full account rundowns, superannuation, and Aware Super fund details
  • Adhering to fund rules and policies
  • Providing excellent customer service by always putting members first, evident in quality results and being open to feedback
  • Due to my experience, knowledge and results I have been chosen to undertake assisting team leaders with higher duties as requested including providing coaching support for team members, dealing with call backs and escalations/complaints.

Client Solutions Specialist

IOOF
07.2018 - 07.2019
  • Provide excellent levels of service to financial advisers and clients
  • Respond to queries on a range of IOOF products & services mostly phone & email
  • Work with administration, distribution, and product teams
  • Take ownership of issues and provide a high level of customer service
  • Strong emphasis on handling tasks from beginning to completion
  • For example, withdrawals, investment switching, rollovers, setting up accounts, etc
  • Providing information relating to superannuation, pension, investment, and product information.

Associate Adviser

CBUS Superannuation/Super Partners
08.2014 - 05.2016
  • Financial Advice in Superannuation Industry
  • Create a positive experience by establishing rapport
  • Identify opportunities to improve member outcomes and satisfaction
  • Explore a member's situation and goals to understand the appropriate level of advice required
  • When further advice required, place referral booking through to advisor via online booking system
  • Discussions around Insurance and investments.

Consultant

Labour Union Co-operative Retirement Fund (LUCRF)
11.2012 - 06.2013
  • Consultative selling, to grow funds under management
  • Transition to retirement pensions
  • Taxation within super and consolidation
  • Assist, retain members and grow funds under management
  • Assist with customer enquiries with regards to insurance
  • Welcome new members to the fund, help consolidate super, contact potential lost members who were at risk of being transferred over to the tax office and as per regulations.

Client Service Advisor

Australian Super
11.2010 - 11.2012
  • General advice to financial advisors, employers on superannuation, insurance, ASX and tax obligations
  • Discussed conditions of release, investment options, payroll, and legislative requirements
  • Assisted members through the online features and follow up call backs
  • Assisted team leader to train junior staff and develop staff capabilities
  • Assisted with customer escalations.

Education

Certificate 3 in Business Administration -

Certificate 4 in Mortgage Broking & MFAA accreditation. -

Advanced Diploma in Financial Planning -

01.2012

Diploma of Financial Services (PS/RG146) -

11.2009

Skills

  • Great communicator with excellent written and verbal communication skills
  • Conflict resolution strategies
  • Excellent time management skills
  • Confident team player with proven team leading abilities
  • Ability to learn new supported software easily

Timeline

Vehicle Leasing Manager

Own Project
11.2022 - Current

Service Consultant

Aware Super
03.2021 - 11.2022

Client Solutions Specialist

IOOF
07.2018 - 07.2019

Associate Adviser

CBUS Superannuation/Super Partners
08.2014 - 05.2016

Consultant

Labour Union Co-operative Retirement Fund (LUCRF)
11.2012 - 06.2013

Client Service Advisor

Australian Super
11.2010 - 11.2012

Certificate 3 in Business Administration -

Certificate 4 in Mortgage Broking & MFAA accreditation. -

Advanced Diploma in Financial Planning -

Diploma of Financial Services (PS/RG146) -

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Geoff Schmaman