Julian King
Ashgrove, Brisbane,QLD
Overview
25
25
years of professional experience
Work History
Senior Financial Planner
MGD Wealth Ltd
Brisbane, QLD
02.2021 - 10.2022
- Conducted regular performance reviews of existing investments to identify opportunities for improvement.
- Prepared detailed reports outlining current financial status, projected future income, expenses, taxes owed, refunds due and applicable deductions.
- Coordinated with external advisors such as attorneys, accountants and trust officers to develop integrated solutions for clients' needs.
- Monitored changes in laws that could impact clients' finances; provided counsel on how best to respond accordingly.
- Provided guidance on estate planning, insurance coverage and other wealth management services.
- Advised clients on debt management strategies such as refinancing or consolidation loans.
- Created customized portfolios based on client risk tolerance and long-term goals.
- Researched economic trends and market conditions to inform portfolio allocations and inform clients of potential risks and rewards.
- Analyzed tax implications of various financial decisions to ensure optimal results.
- Attended professional conferences and seminars; networked with peers from across the country.
- Maintained up-to-date records using proprietary software programs; generated regular reports detailing account activity.
- Assisted in the preparation of presentations designed to educate clients about financial concepts and products.
- Participated in educational workshops hosted by industry associations; kept abreast of emerging trends within the field.
- Facilitated complex transactions involving multiple parties; ensured accuracy of all paperwork before submission.
- Worked closely with internal teams such as compliance personnel to ensure adherence to regulatory standards.
- Developed comprehensive financial plans for high net-worth clients, including cash flow analysis, retirement planning and investment strategies.
- Communicated regularly with clients regarding their accounts, providing updates on progress towards goals and making adjustments as needed.
- Reviewed documents related to trusts, wills, annuities and other contracts prior to execution by client.
- Collaborated with colleagues in other departments such as sales or marketing on initiatives designed to increase customer satisfaction.
- Managed budgeting and forecasting in close collaboration with key stakeholders.
- Oversaw enterprise-level planning with accurate delivery of financial and operational roadmaps.
- Kept close view on health and performance of base business and helped sustain long-term targets.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
Senior Financial Planner
PSK Advisory Services Pty Ltd
Brisbane, QLD
07.2014 - 07.2020
- As Above
Senior Financial Planner
Prosperitus Pty Ltd - Co-owner
Brisbane, QLD
04.2008 - 06.2014
- As Above
Financial Planner
AMP - Self Employed
Brisbane, Qld
09.1997 - 04.2008
- Advised clients on various aspects of their finances, including saving money for future needs, investing for retirement.
- Evaluated existing insurance policies for adequacy in protecting against risks.
- Developed comprehensive financial plans for clients, including retirement, estate and tax planning.
- Drafted detailed reports summarizing the progress of each client's financial plan over time.
Education
Diploma of Financial Services (FP)
Kaplan
11-2008
Diploma of Financial Planning
Financial Planning Association
12-2001
Certified Financial Planner
FPA
01-1999
HSC -
Saint Ignatius College
11-1981
References
References available upon request.
Timeline
Senior Financial Planner
MGD Wealth Ltd
02.2021 - 10.2022
Senior Financial Planner
PSK Advisory Services Pty Ltd
07.2014 - 07.2020
Senior Financial Planner
Prosperitus Pty Ltd - Co-owner
04.2008 - 06.2014
Financial Planner
AMP - Self Employed
09.1997 - 04.2008
Diploma of Financial Services (FP)
Kaplan
Diploma of Financial Planning
Financial Planning Association
Certified Financial Planner
FPA
HSC -
Saint Ignatius College
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