Summary
Overview
Work History
Education
Skills
Interests
Work Availability
Timeline
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Katie Gibbs

Katie Gibbs

Chermside,Queensland

Summary

I am a highly motivated financial services professional with a proven track record helping clients meet their financial goals and Personal Protection Strategies.


I hold strong customer service skills with exceptional customer focus along with the ability to handle multiple projects with a high degree of accuracy and strong organizational skills. A large part of that role was managing documentation with confidentiality and very high accuracy and compliance.


Although I spent a large portion of my Banking Career with Suncorp Bank Wealth division, I would now like to move away from this area.


Since leaving RACQ Financial Planning in January of 2020 due to the Restructure of RACQ Bank and the removal of the Financial Planning arm, my husband became ill and I chose to remain at home caring for him full-time until such time he passed away in February of 2021.


I have spent the last three and a half years healing and changing my whole life. It's now time for me to start using my skills to find a position that can provide some brain stimulation along with work life balance.


Overview

16
16
years of professional experience

Work History

Financial Advisor Risk

RACQ Financial Planning
10.2017 - 01.2020


  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial and personal protection portfolios
  • Educated clients on various financial matters and provided professional recommendations on investment and personal protection products and services based on each clients needs
  • Developed personal rapport with each client to maintain customer loyalty and establish short and long term needs.
  • Drafted comprehensive financial plans to offer recommendations along with ensuring all documentation meets regulatory requirements and compliance.
  • Built strong relationships with Bank Lenders and colleagues for ongoing client referrals,
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
  • Performing identity checks and ensuring customer identification meets compliance requirements.

Financial Planner

Mercy Super Financial Planning
01.2013 - 09.2017
  • Established relationships with both current and new Mercy Super Superannuation Members by conducting needs assessments and reviewing their current situation and offering recommendations.
  • Built strong relationships with both new and existing Mercy Super members, fostering trust and loyalty.
  • Educated the fund members via group seminar's on various matters relating to Investment options, retirement and personal protection.
  • Drafted comprehensive financial plans to offer recommendations along with ensuring all documentation meets regulatory requirements and compliance.
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
  • Performing identity checks and ensuring customer identification meets compliance requirements.

Financial Advisor

Suncorp Bank
07.2007 - 09.2013
  • Established new client relationships from both branch referrals and orphaned client database. These were conducted by both branch face to face clients along with phone based interviews ie: Remote appointments.
  • Conducted thorough needs assessments during initial consultations along with know your client and identity checks.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial and personal protection matters.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty & trust.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Participated in the Bank Pilot Program to develop the processes for Remote Financial Advice over the phone.

Suncorp Wealth Consultant

Suncorp Bank
12.2006 - 06.2007
  • Established new client relationships by conducting thorough needs assessments during initial consultations with branch referred clients.
  • Educated clients on asset allocation and risk protection strategies.
  • Assisted Financial Planners and Advisors with preparing documentation, correctly identifying clients and confirming appointments.
  • Developed personal rapport with each client to maintain customer loyalty and establish short and long term needs.
  • Ensuring all documentation meets regulatory requirements and compliance.
  • Built strong relationships with Bank Lenders and colleagues for ongoing client referrals,
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Performing identity checks and ensuring customer identification meets compliance requirements.
  • The position of Wealth consultant was a stepping stone to being a Financial Advisor which included completing "Diploma of Financial Planning".

Suncorp Branch Consultant

Suncorp Metway Group
04.2004 - 11.2006
  • Evaluating each customers banking needs across transaction services and a needs based conversation.
  • Delivered outstanding service by meeting each customers banking needs and looking for any opportunities that may lead to a positive outcome for the client.
  • Taking responsibility to "know my customer" from a risk perspective and thorough identity checks.
  • Assisting other colleagues where needed and looking for referral opportunities for other Bank stakeholders.

Education

Advanced Diploma - Financial Planning

KAPLAN
Brisbane, QLD
09.2013

Diploma - Financial Planning And Services

KAPLAN University
Brisbane, QLD
01.2007

Skills

  • Conducting Client Interviews
  • Client Needs Assessment
  • Client Risk Assessment
  • Estate Planning
  • Customer Service Skills
  • Problem-solving abilities
  • Data Entry
  • Continuing education
  • Market Research
  • Honest and Dependable
  • Know Your Customer
  • Financial Goal Planning

Interests

Health and Wellbeing; Natural Healing; Creative Art and Dance

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Advisor Risk

RACQ Financial Planning
10.2017 - 01.2020

Financial Planner

Mercy Super Financial Planning
01.2013 - 09.2017

Financial Advisor

Suncorp Bank
07.2007 - 09.2013

Suncorp Wealth Consultant

Suncorp Bank
12.2006 - 06.2007

Suncorp Branch Consultant

Suncorp Metway Group
04.2004 - 11.2006

Advanced Diploma - Financial Planning

KAPLAN

Diploma - Financial Planning And Services

KAPLAN University
Katie Gibbs