Kye Harris
Bukkulla,QLD
Overview
22
22
years of professional experience
Work History
Financial Adviser and Business Director/Founder
Self Employed - Perron Financial Group
03.2015 - 12.2022
- Observed all laws, regulations and other compliance obligations.
- Directed financial advice processes and liaising with external professionals such as accountants for general needs in running of a business
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Mortgage broking and submission of loan applications
Financial Adviser
Rothgard Financial Partners
04.2011 - 03.2015
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Adviser and Mortgage Adviser
Modoras Financial Group
06.2008 - 04.2011
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Address clients lending needs, assess and compare ideal lender from panel of lenders and submit home loan applications for assessment
Paraplanner/Financial Adviser
Western Pacific Financial Group
07.2003 - 06.2008
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Develop Statements of Advice and Advice documents
Mortgage Specialist/Personal Lending
CBA
01.2001 - 07.2003
- Meet with clients/applicants of new loans, gather application requirements and submit loan application
- Follow application through to completion
- Talk clients through application process and requirements once set up
Education
Cert 4 in Mortgage Broking - Mortgage Broking
Kaplan
Sydney, NSW12.2015
Advanced Diploma of Financial Planning - Financial Planning
Kaplan
Sydney, NSW09.2008
Bachelor of Business - Finance
QUT
Brisbane12.2000
Timeline
Financial Adviser and Business Director/Founder
Self Employed - Perron Financial Group
03.2015 - 12.2022
Financial Adviser
Rothgard Financial Partners
04.2011 - 03.2015
Financial Adviser and Mortgage Adviser
Modoras Financial Group
06.2008 - 04.2011
Paraplanner/Financial Adviser
Western Pacific Financial Group
07.2003 - 06.2008
Mortgage Specialist/Personal Lending
CBA
01.2001 - 07.2003
Cert 4 in Mortgage Broking - Mortgage Broking
Kaplan
Advanced Diploma of Financial Planning - Financial Planning
Kaplan
Bachelor of Business - Finance
QUT
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