IAN POTTER
Ashmore, QLD
Summary
Results-driven management professional with a proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering a culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs. Highly driven and goal-oriented with outstanding verbal and written communication skills.
Overview
13
13
years of professional experience
Work History
Financial Planner/Responsible Manager
Superannuation Advice Australia
06.2019 - 06.2024
- Developed tailored investment strategies, enhancing client financial portfolios.
- Improved client satisfaction by providing personalized financial advice.
- Provided guidance on retirement planning, ensuring long-term financial stability for clients.
- Oversaw the compliance and operational management of the AFSL, ensuring adherence to all regulatory requirements and industry standards
- Managed and reviewed financial services operations, including financial advice, product distribution, and compliance with financial laws.
- Provided guidance and support to senior management on compliance and operational matters related to AFSL
Financial Planner
Chase Edwards - BDM
02.2016 - 03.2019
- Analysing financial position of clients and areas to assist
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
Financial Planner
AMP Horizons
01.2015 - 11.2015
- I spent three months in Sydney completing an intensive financial planning course, which I successfully finished and passed.
- Organized client meetings and presentations, effectively communicating complex financial concepts in an easy-to-understand manner.
- Assisted in the creation of financial plans, ensuring proper alignment with clients'' goals and objectives.
- Conducted detailed financial analyses, identifying potential areas of improvement for clients'' financial situations.
- Collaborated with senior financial planners to develop innovative investment strategies for high net worth clients.
- Monitored compliance requirements related directly or indirectly associated with the advisory practice.
- Developed recommendations specific to client's financial situation on variety of topics.
In Home Consultant
Premium Private Wealth
07.2013 - 12.2014
- Travelling all over Australia
- Meeting with prospective clients in their home, to review their financial position
- Booking clients in to Brisbane for the day to speak with our specialist's
- Keeping immaculate records of clients financial details
- Achieving high company KPI'S consistently
Sales Admin Support
Community Network
08.2011 - 05.2013
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked well in a team setting, providing support and guidance.
- Overlooking the whole sales operation to ensure all targets are being achieved
Education
Graduate Diploma Financial Planning -
Kaplan
12-2020
Skills
- Communication
- Ability to Work Under Pressure
- Decision Making
- Time Management
- Self-motivation
- Conflict Resolution
- Leadership
- Adaptability
Profile - Personal Attributes Interests
- Excels in Communication
- Ability to Work Under Pressure
- Decision Making
- Time Management
- Self-motivation
- Conflict Resolution
- Leadership
- Adaptability
Timeline
Financial Planner/Responsible Manager
Superannuation Advice Australia
06.2019 - 06.2024
Financial Planner
Chase Edwards - BDM
02.2016 - 03.2019
Financial Planner
AMP Horizons
01.2015 - 11.2015
In Home Consultant
Premium Private Wealth
07.2013 - 12.2014
Sales Admin Support
Community Network
08.2011 - 05.2013
Graduate Diploma Financial Planning -
Kaplan
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