Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Joshua Vella

Brisbane

Summary

Experienced financial professional with strong analytical skills, investment strategy development, and client relationship management. Focused on team collaboration and achieving results, adapting smoothly to changing needs. Reliable and driven to deliver impactful financial solutions

Overview

4
4
years of professional experience

Work History

Associate Financial Adviser

VISIS Private Wealth
01.2024 - Current
  • Provide key support to financial advisers and maintain strong client relationships.
  • Deliver high-quality client service to ensure satisfaction and retention.
  • Prepare and draft comprehensive advice documents (SoAs/ROAs).
  • Assist clients with developing and implementing tailored financial plans.
  • Apply knowledge of tax, investments, insurance, pensions and estate planning to optimise client outcomes.
  • Support advisers with strategic recommendations and detailed financial modelling.
  • Use Xplan extensively to create customised projections for wealth building, goal setting and long-term planning.


Client Associate

EWM Group
09.2023 - 12.2023
  • Supported portfolio managers and operational teams within a wealth management firm.
  • Liaised with financial advisers and clients to maintain strong relationships and ensure regulatory compliance.
  • Facilitated financial transactions (fund transfers, withdrawals, deposits) with accuracy and adherence to policies.
  • Managed and maintained accurate investment reporting and analysis.
  • Ensured timely and precise updates to client investment portfolios through strong attention to detail and process discipline.

Client Service Officer

DKW Private Wealth Management
04.2022 - 09.2023
  • Completed daily financial data analysis to produce transaction summaries and portfolio valuations.
  • Supported clients and colleagues with implementing and maintaining accurate financial data and records.
  • Assisted with the implementation of insurance policies and adhered to external compliance procedures.

Service Manager

Acquire Strategic Group
11.2021 - 04.2022
  • Liaised with clients to schedule annual review meetings with financial advisers.
  • Gained experience in negotiation and problem-solving to maintain strong client relationships.
  • Corresponded with paraplanners to ensure high-quality completion of financial reports

Education

Graduate Diploma - Financial Planning

Kaplan Professional
01.2024

Diploma - Financial Planning

Monarch Institute
01.2022

Certificate III - Financial Services

Tafe NSW

Skills

  • Strong Relationship Building: Skilled in establishing and nurturing meaningful connections with clients and stakeholders, fostering long-term partnerships based on trust and mutual respect
  • Exceptional Communication: Excellent verbal and written communication skills, effectively conveying complex financial concepts to both clients and colleagues in a clear and concise manner
  • Negotiation Skills: Proficient in negotiating terms, closing deals, and securing favourable outcomes for both clients and the organisation
  • Team Collaboration: Proven ability to work collaboratively with cross-functional teams, leveraging diverse perspectives and expertise to deliver exceptional service and achieve collective goals
  • Resilience: Able to handle rejection, overcome challenges, and maintain a positive, persistent attitude in the face of obstacles in the sales and financial wealth management arena

Interests

▪ Sports and Fitness: Love exercising regularly, cultivating discipline, teamwork, and a healthy lifestyle through active participation in sports, fostering qualities of perseverance and collaboration


▪ Reading and Learning: A voracious reader and lifelong learner, consistently seeking knowledge to stay informed, adaptable, and continually improve both personally and professionally


▪ Travel: Embrace diverse perspectives and foster cultural awareness by exploring different regions, showcasing adaptability, and a keen interest in understanding various global contexts


▪ Technology: Passionate about Tech, and actively engaged in staying current with industry trends, demonstrating a dedication to technological advancements and innovation

Timeline

Associate Financial Adviser

VISIS Private Wealth
01.2024 - Current

Client Associate

EWM Group
09.2023 - 12.2023

Client Service Officer

DKW Private Wealth Management
04.2022 - 09.2023

Service Manager

Acquire Strategic Group
11.2021 - 04.2022

Graduate Diploma - Financial Planning

Kaplan Professional

Diploma - Financial Planning

Monarch Institute

Certificate III - Financial Services

Tafe NSW

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Joshua Vella