Lachlan Weir
Summary
At B & W Additions Pty Ltd, I excelled in fostering client relationships and strategic planning, ensuring a high retention rate. My adeptness in compliance and critical thinking significantly enhanced firm efficiency and client portfolio performance. Skilled in both relationship building and research abilities, I consistently delivered tailored financial solutions, expanding our client base through effective networking.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
Work History
Provisional Financial Adviser
B & W Additions Pty Ltd
07.2020 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Participated in networking events to expand professional connections and attract new clientele.
Education
Diploma of Financial Planning - Financial Planning
Kaplan Professional
Melbourne, VIC05.2023
Bachelor of Business (Economics & Finance) - Economics And Finance
RMIT University
Melbourne, VIC06.2020
Skills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Research abilities
- Client Engagement
- Compliance requirements
- Critical Thinking
- Attention to Detail
- Problem-Solving
Timeline
Provisional Financial Adviser
B & W Additions Pty Ltd
07.2020 - Current
Diploma of Financial Planning - Financial Planning
Kaplan Professional
Bachelor of Business (Economics & Finance) - Economics And Finance
RMIT University
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