Joel Borman
Brisbane,Australia
Summary
Dynamic professional with extensive experience, excelling in client relationship management and advice implementation. Proven track record in enhancing processes and training staff, showcasing strong leadership and problem-solving skills. Adept at preparing compliance-focused documentation, ensuring exceptional service delivery and client satisfaction.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Paraplanner
CommonCents Financial Planning
Toowoomba, QLD
04.2025 - 08.2025
- Conducted investment and platform research.
- Provided technical support to colleagues regarding financial planning issues and regulations.
- Reviewed advice proposals for compliance and client suitability.
- Preparing advice documents.
- Cash flow and financial position modelling
Paraplanner
Direct Wealth
Brisbane, QLD
06.2024 - 03.2025
- Preparing advice documents.
- Provided product and compliance support to advisors.
- Reviewed advice proposals for compliance and client suitability.
- Cash flow and financial position modelling
Client Services Officer
Direct Wealth
Brisbane, QLD
11.2021 - 06.2024
- Managing Client Inquiries
- Product research
- Advice implementation
- Process enhancement
Member Services Officer
QSuper
Brisbane, Australia
08.2019 - 11.2021
- Answering client inquiries
- General superannuation advice.
- Handling written correspondence
Client Services Officer (secondment)
QInvest
Brisbane, Australia
11.2020 - 06.2021
- Managing diaries and client profiles in Xplan
- SOA dispatch
- Form creation
- Advice implementation
Travel Expert
STA Travel
Brisbane, Australia
08.2018 - 05.2019
- Creating and selling travel solutions for clients
- Managing customer accounts on an ongoing basis monitoring schedule changes and adjustments to customer needs
Workshop Manager
Chill Factore
12.2016 - 07.2018
- Overseeing the maintenance and repairs of all ski and snowboard hard goods
- Developed and implemented new training system for both existing and new staff
- Developed new maintenance and ordering system to extend life span of hard goods and reduce stock replacement costs
- Assisted with general operations including slope set up and pack down and serving guests
Customer Service Consultant (Fixed Term)
Australia Post
Brisbane, Australia
05.2016 - 08.2016
- 1st level customer support and complaint management
- Multiple CRM system usage
Ski Instructor/Climbing Guide
Vista Ridge All Seasons Park
Fort McMurray, Canada
11.2013 - 04.2016
- Instructing all skill levels both one on one and groups
- Providing high ropes course safety briefings, course rescue and course maintenance
- Terrain park building and maintenance
- Building staff housing
- Snowmaking operations
- Training new starters
Universal Consultant
Tatts Group
Brisbane, Australia
03.2013 - 10.2013
- Handling general customer enquiries and complaints
- 1st level tech support for retail operations
- Customer database management
Multiple Roles
Telstra Corporation
Brisbane, Australia
01.2007 - 09.2012
- Roles included – Project manager, Team leader, IT Administrator, HS&E representative, Credit Specialist, Credit Consultant
- Developed and implemented high risk debt reduction project
- Providing staff training and ongoing coaching
- Monitoring adherence to regulatory requirements
- Tracking all IT assets and providing 1st level onsite support
- Monitoring compliance to HS&E policies and regulations
- Providing mediation between Staff and management on HS&E matters
- Undertaking collections processes for complex accounts i.e
- Fire lines, lift phones etc
- Inbound and outbound collections operations
Education
Year 12 -
Wynnum State High School
Brisbane, QLD11-2006
Skills
- Customer Service
- Client relationship management
- Document preparation
- Advice implementation
- Strong Leadership Capabilities
- Highly Adaptable
- Problem Solving
- Training and Coaching
Certification
- Cert IV in Business
- RG416 General Advice in Superannuation
- Level 1 Ski Instructor
- Advanced Ski and Snowboard Technician
Hobbies and Interests
- Underwater Photography
- Cricket
- Rugby
- Motor Sport
References
References available upon request.
Timeline
Paraplanner
CommonCents Financial Planning
04.2025 - 08.2025
Paraplanner
Direct Wealth
06.2024 - 03.2025
Client Services Officer
Direct Wealth
11.2021 - 06.2024
Client Services Officer (secondment)
QInvest
11.2020 - 06.2021
Member Services Officer
QSuper
08.2019 - 11.2021
Travel Expert
STA Travel
08.2018 - 05.2019
Workshop Manager
Chill Factore
12.2016 - 07.2018
Customer Service Consultant (Fixed Term)
Australia Post
05.2016 - 08.2016
Ski Instructor/Climbing Guide
Vista Ridge All Seasons Park
11.2013 - 04.2016
Universal Consultant
Tatts Group
03.2013 - 10.2013
Multiple Roles
Telstra Corporation
01.2007 - 09.2012
Year 12 -
Wynnum State High School
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