Summary
Overview
Work History
Education
Skills
Personal Information
Career Aspirations
Timeline
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Kyle Yorke

Kyle Yorke

Client Services Administrator
Mentone

Summary

I am an ambitious and highly motivated professional in the financial planning sector, committed to continuous learning and development. Although my experience in the professional environment is still growing, I have always felt maturity beyond my years. I thrive on problem-solving and optimizing financial strategies to help clients achieve their goals, always seeking to expand my knowledge and expertise.

Playing local football for Edithvale-Aspendale has strengthened my ability to work in a team, communicate effectively, and perform under pressure. The sport has taught me resilience, adaptability, and the importance of collaboration. Outside of work, I’m incredibly active and love the outdoors, always challenging myself physically and mentally. I am constantly striving to learn, improve, and move forward, ensuring I get the most out of my professional journey.

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Client Services Administrator

Ashfords Wealth Advisors
Dandenong, Victoria
04.2024 - Current
  • Client Review & Advice Implementation: Manage end-to-end client review processes, including scheduling, document preparation, and follow-ups, while assisting in preparing and proofreading Statements of Advice (SoAs) and tracking implementation progress.
  • Investment & Platform Administration: Process financial applications, rollovers, switches, withdrawals, and investment transactions across platforms such as Netwealth, Hub24, Praemium, and BT Panorama, ensuring accuracy and compliance.
  • Portfolio & Data Management: Reconcile portfolios in Xplan, maintain data integrity in CRM systems, generate annual statements, and assist in asset allocation using Rex to support investment decisions.
  • Operational Efficiency & Compliance: Identify process improvements, optimize workflows, and ensure adherence to compliance requirements while handling competing priorities effectively.
  • Client & Team Support: Address client and staff inquiries professionally, provide administrative support to financial advisors, and ensure seamless execution of financial planning operations.

Retail Assistant

Adidas
Moorabbin, Victoria
01.2020 - 12.2023
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Maintained tidy and organized store environment to comply with cleanliness standards.
  • Enhanced store appearance through diligent merchandising and regular upkeep of displays.

Education

Bachelor of Commerce and Business Analytics - Financial Planning, Business Analytics

Deakin University
Burwood, VIC
05.2020 - 03.2024

Skills

  • Advanced Xplan Proficiency

  • Investment Platform Expertise (Netwealth, Hub24, Praemium, BT Panorama)

  • Financial Applications Processing

  • Portfolio Reconciliation & Data Integrity

  • Record of Advice Creations

  • Statement of Advice (SoA) Preparation & Proofreading

  • End-to-End Client Review Process Management

  • Transaction Processing & Investment Administration

  • Workflow Optimization & Process Improvement

Personal Information

Date of Birth: 01/26/01


Career Aspirations

I am eager to immerse myself in the industry, learning from experienced professionals to refine my ability to develop and implement effective financial strategies. My focus is on understanding each client’s unique situation, goals, and needs, allowing me to craft tailored solutions that optimize their financial position.

I aim to enhance my expertise in investment management, asset allocation, and financial planning, ensuring clients are positioned for long-term success. By honing my skills in strategic decision-making and communication, I strive to provide well-structured financial plans that maximize wealth growth, minimize risk, and align with each client’s objectives.

In the future, I aspire to establish myself as a sought-after financial professional, recognized for my ability to analyze complex financial situations, construct robust investment strategies, and guide clients to their financial freedom.

Timeline

Client Services Administrator

Ashfords Wealth Advisors
04.2024 - Current

Bachelor of Commerce and Business Analytics - Financial Planning, Business Analytics

Deakin University
05.2020 - 03.2024

Retail Assistant

Adidas
01.2020 - 12.2023
Kyle YorkeClient Services Administrator