Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Jack Prestwidge

Financial Advisor
Melbourne

Summary

Professional athlete with 7 year of experience competing at the highest level, demonstrating exceptional discipline, teamwork, and leadership abilities. Proven adaptability and strategic thinking, both on and off the field. Complementing this athletic background, I bring practical experience from the insurance sector, where I honed skills in client communication, policy analysis, and market research. Eager to leverage this diverse skill set to embark on new challenges and contribute effectively as a salesperson.

Overview

10
10
years of professional experience
11
11
years of post-secondary education

Work History

Insurance Assitant

Lakeside Financial
01.2024 - Current

As an Insurance Assistant, I am adept at managing and enhancing client relationships to ensure their insurance needs are addressed. My responsibilities include regular communication with existing clients, efficiently scheduling them for review meetings to confirm that their coverage aligns with their current requirements.

My proactive approach helps in securing new business through effective outreach and engagement strategies, contributing to our client base growth.

I actively participate in client meetings, where I assist in the coordination and execution of necessary follow-ups and the preparation of detailed Statements of Advice. My role ensures that all client interactions are handled with meticulous attention to detail and adherence to regulatory standards, supporting the advisory team in delivering exceptional service. My organizational skills and commitment to client satisfaction are vital in driving the efficiency and effectiveness of our insurance services.

Cricket Academy Owner/ Head Coach

Self-Employed
06.2022 - Current
  • Started the Prestwidge Cricket Academy in 2022 with an aim to give kids better access to first class facilities & coaches
  • Male & female players aged 10-18 participate in an 8 week training program run out of the MCG indoor centre over the course of the winter.
  • Ability to demonstrate, explain, and teach various techniques and tactics effectively.

Professional Cricket Player

Cricket Victoria
07.2020 - Current
  • Moved to Cricket Victoria in 2020 in search of more playing opportunity. Played for the Melbourne Renegades in the BBL and represented Victoria in both One-Day cricket & Sheffield Shield Cricket.
  • Determined areas in need of improvement and optimized strategies to strengthen performance.
  • Maintained professionalism when attending charity, sporting and media events as team representative.
  • Applied discipline and sense of responsibility toward all team and personal activities

New Business & Client Communication

Lakeside Financial
Brighton, QLD
06.2021 - 06.2022
  • Worked in their insurance department, assisting with new business and client communication.
  • Reviewed client policies up for renewal to identify new business opportunities for advisors.
  • Compared existing client policies to the market to assess potential savings.
  • Presented findings to advisors for potential policy changes or adjustments.
  • Contacted clients to set up reviews when potential savings or policy improvements were identified.

Professional Cricket Player

Queensland Cricket
06.2017 - 06.2020
  • Played professional cricket for the Queensland Bulls & Brisbane Heat over this time period, competing in the BBL & at one-day domestic level.
  • Effectively communicated with diverse group of athletes, coaches, and game officials using dynamic listening and open-ended questioning skills.
  • Managed time effectively while traveling for games, attending practice, and going to classes

Settlement Officer

Morgans Financial
01.2014 - 04.2015

My role at the company was as a settlements officer in the accounts department. This role entailed:

  • Speaking with advisors to resolve issues with client payments
  • Withdrawing & releasing client funds
  • Direct Deposits
  • Electronic payments and drawing cheques

Education

Bachelor of Business - Financial Planning/Finance

Queensland University of Technology
Brisbane, QLD
01.2018 - Current

High School Diploma -

St Joseph's College Gregory Terrace
Brisbane, QLD
01.2008 - 01.2013

Skills

    Client Communication

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Interests

Live Music, Surfing, Golf, Fitness

Timeline

Insurance Assitant

Lakeside Financial
01.2024 - Current

Cricket Academy Owner/ Head Coach

Self-Employed
06.2022 - Current

New Business & Client Communication

Lakeside Financial
06.2021 - 06.2022

Professional Cricket Player

Cricket Victoria
07.2020 - Current

Bachelor of Business - Financial Planning/Finance

Queensland University of Technology
01.2018 - Current

Professional Cricket Player

Queensland Cricket
06.2017 - 06.2020

Settlement Officer

Morgans Financial
01.2014 - 04.2015

High School Diploma -

St Joseph's College Gregory Terrace
01.2008 - 01.2013
Jack PrestwidgeFinancial Advisor