Have been instrumental in the development of an industry specific app as well as provided efficiencies within Financial Planning offices
Hi, I’m
James Penner
Responsible Manager
Gaythorne,Qld
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Offering blend of strong leadership and organizational skills, eager to learn and develop in dynamic environment. Contributes ability to quickly grasp industry-specific knowledge and adapt to new challenges, combined with proficiency in project management and strategic planning. Ready to use and develop leadership and organizational skills in [Desired Position] role.
Overview
31
years of professional experience
7
years of post-secondary education
Work History
Possi8le Investments
Director and Founder of Start up
01.2021 - Current
Job overview
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
P3 Financial Planning
Director, Certified Financial Planner/strategist
01.2002 - 11.2023
Job overview
- Manage 10+ staff, Investment Research, Data base management, Client reviews, and Proactive management of client portfolios.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
whittaker macnaught
Certified financial planner
01.2000 - 01.2002
Job overview
- Investment Research, Client acquisition, and Growth, and proactive management of client portfolios and construction writing of Statements of advice and review documents.
PROTAX PTY LTD
Associate Adviser, to CFP
01.1996 - 01.2000
Job overview
- Investment Research, Insurance quoting, and regular contact with Fund Managers, brokers, and Insurance companies, Client acquisition, and Growth, and proactive management of client portfolios and construction writing of Statements of advice and review documents.
NATIONAL AUSTRALIA BANK
GRADUATE PROGRAM, LENDING MANAGER
01.1994 - 01.1996
Job overview
- Multiple roles, including document and credit prep, and settlements, and approvals
Education
Boston University Met College - Graduate ProgramBoston, MA
Masters from Computer Science: Major - Software Development
03.2023 - 02.2025
Monash University
Fintech Boot Camp
08.2022
University Overview
Received overall A grade and 2 A+'s in group projects and 1 A. Python, pandas, SQL, Blockchain, Solidity contracts, Data Visualisation
Stanford University
Executive Leadership Program
03.2013
Deakin University
Diploma of Financial Planning from financial planning
12.1998
University of Manitoba
Bachelor of Commerce (honors)
02.1992
Skills
- Mathematics
- Computational skills
- Good typing speed
- Communication style
- Good decision maker
- Courage of my convictions
- Transparent
- Change management
- People Management
- Verbal and written communication
- Creativity and Innovation
- Project Coordination
Relationship building
Strategic planning
People management
Team management
Creativity and innovation
Strategies and goals
Employee development
Staff management
Organizational development
Goal setting
Business planning
Issues resolution
Negotiation
Hiring and retention
Financial reporting
Rules and regulations
Charismatic leader
Business development
Corporate communications
Business administration
Financial planning
Sales management
Story pitching
Information technology management
E-commerce strategy
Script memorization
Problem-solving
Stakeholder engagement
Coaching and mentoring
Client relations
Analytical thinking
Task delegation
Visionary leadership
Financial analysis
Performance improvement
Accomplishments
- Achieved up to date financial reporting by introducing Python & Pandas for investment performance tasks.
Activities
- Volunteered on many group boards, including youth work, rotary, commercial property body corporates from 1997 - current: unpaid
- Many years of baseball, basketball coaching, scorers bench since when first at University up until 2012
- Course maintenance volunteering at current golf club: Ashgrove golf course
- Member of Financial Planning Association 1998 - 2021
- Member of Association of Independently Owned Financial Planners since 2021
Work Preference
Work Type
Full TimeWork Location
HybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureTeam Building / Company RetreatsPersonal development programsSoftware
Timeline
Boston University Met College - Graduate Program
Masters from Computer Science: Major - Software Development
03.2023 - 02.2025
Director and Founder of Start up
Possi8le Investments
01.2021 - Current
Director, Certified Financial Planner/strategist
P3 Financial Planning
01.2002 - 11.2023
Certified financial planner
whittaker macnaught
01.2000 - 01.2002
Associate Adviser, to CFP
PROTAX PTY LTD
01.1996 - 01.2000
GRADUATE PROGRAM, LENDING MANAGER
NATIONAL AUSTRALIA BANK
01.1994 - 01.1996
Monash University
Fintech Boot Camp
Stanford University
Executive Leadership Program
Deakin University
Diploma of Financial Planning from financial planning
University of Manitoba
Bachelor of Commerce (honors)
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