Kyriacos Nicos Known As Charlie Karaloluka
Brisbane,Qld
Summary
Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in Financial Planning Strategies , Product Solutions that ar Has demonstrated talent in organizing work, establishing priorities and delegating tasks to meet service delivery requirements. Skilled in communicating to meet performance and productivity requirements while ensuring compliance with policies and regulations. Proven expertise in Financial Planning.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Managing Director - Certified Financial Planner
Investment Central Pty Ltd
Brisbane, Qld
01.2000 - Current
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Provided documentation of processes to comply with regulations and company policies.
- Negotiated new annual contracts and service agreements with vendors to achieve prime pricing.
- Monitored sales forecasts and projected financial planning for organization to achieve revenue goals.
- Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
- Led change and transformation across business areas to deliver benefits and align company resources.
- Provided Retirement Solutions to Clients wanting to achieve a retirement income stream.
- Educated self on a ongoing basis
- Achieved a satisfactory Compliance standard over the years.
Education
Advanced Diploma Certified Financial Planner - Financial Planning
Deakin University
Melbourne, VIC01.2003
Skills
- Policy Development and Enforcement
- Management Training
- Performance Monitoring and Evaluation
- Financial Statement Review
- Dealing with High Net Worth Clients
- Self Managed Super Funds
- Direct Shares
- life Insurance
- Retirement Strategies
- Platform technology
- Mathematical Calculation and Reasoning
- Problem Anticipation and Resolution
- Records Organization and Management
- Human Resources Oversight
Websites
Accomplishments
- Achieved adviser of the year 3 years Running
- Achieved Certified Financial Planning Recognition
- Accredited to provide advice on
SMSF, Margin Lending, Direct Equities.
Affiliations
Financial Planning Association
Certification
Certified Financial Planner
Languages
Greek
Full Professional
Timeline
Managing Director - Certified Financial Planner
Investment Central Pty Ltd
01.2000 - Current
Advanced Diploma Certified Financial Planner - Financial Planning
Deakin University
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