John Harney
Hamilton,QLD
Summary
Highly motivated and results-driven financial consultant with a successful track record in the superannuation industry. Demonstrated expertise in providing exceptional financial guidance to clients and helping them navigate complex investment decisions. Possessing excellent written and verbal communication skills, I effectively convey complex financial concepts in a clear and concise manner, fostering strong relationships with clients and stakeholders.
I am a proactive and adaptable professional, capable of thriving in fast-paced environments and meeting tight deadlines. Leveraging my strong analytical skills and strategic mindset, I am eager to contribute to a team's success, utilizing my ability to identify market opportunities, create compelling content, and execute targeted campaigns.
As a financial consultant with a desire to transition into a new role, I bring a fresh perspective, a strong work ethic, and a dedication to achieving exceptional results. I am excited about the opportunity to apply my skills and contribute to the success of the team in a challenging and rewarding role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Consultant
Colonial First State
07.2022 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Promoting educational tools and information via cold calling.
- Facilitated new client onboarding process and account setup.
- Achieved Masters Q4 23/24 (all KPIs exceeded)
- Assisted my team leader with leave reports, as well as customer complaints.
- Creating excel spreadsheets to assist our team with campaign reporting.
- Data analysis of campaigns to be sent weekly.
Customer Service Representative
Colonial First State
01.2021 - 07.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Duty Manager
City Beach
05.2019 - 01.2021
- Managed staff scheduling for optimal coverage, ensuring efficient operations during peak hours.
- Trained employees in essential job functions.
- Mentored and supported junior staff members to apply best practices and follow procedures.
- Supervised and coordinated team to provide guidance and support and maximize performance.
- Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
Farm Hand
Corish Farms
09.2018 - 04.2019
- Checked farmland for issues in need of attention, such as fences to mend and broken pipes to fix.
- Operated various farm machinery to carry out efficient land cultivation and crop production.
- Performed regular maintenance to keep farm equipment in safe working order.
Kitchen Hand
The Vandenberg Hotel
07.2017 - 09.2018
- Ensured cleanliness and sanitation by thoroughly washing dishes, utensils, and kitchen equipment.
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
- Maintained a well-organized work area by consistently cleaning surfaces and organizing supplies.
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Supported chefs in food preparation tasks such as chopping ingredients, peeling vegetables, and marinating meats.
- Contributed to a positive team atmosphere through effective communication with colleagues and supervisors.
- Plated and presented food following chef requirements.
Education
High School Certificate -
Red Bend Catholic College
Forbes, NSW09.2018
Skills
- Excellent written and verbal communication
- Attention to detail and accuracy
- Performance Tracking and analysis
- Financial guidance and investment expertise
- Relationship building and stakeholder management
- Strategic thinking and campaign development
- Adaptability and ability to thrive in a fast-paced environment
- Ability to work collaboratively and autonomously
Certification
RG-146 Accreditation
Kaplan
References provided on request.
Timeline
Financial Consultant
Colonial First State
07.2022 - Current
Customer Service Representative
Colonial First State
01.2021 - 07.2022
Duty Manager
City Beach
05.2019 - 01.2021
Farm Hand
Corish Farms
09.2018 - 04.2019
Kitchen Hand
The Vandenberg Hotel
07.2017 - 09.2018
High School Certificate -
Red Bend Catholic College
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