Maria Anastasiou

After spending over 20 years in the Financial services industry, I have in the past 3 years been in a clinic management role in the hearing industry. Prior to this, as well as establishing, and managing a financial planning & mortgage broking business, I have established, managed and sold 3 café businesses. Relationship building and identifying opportunities have been at the core of my business development strategy. As a financial planner, I specialised in implementing risk management, investment and financial strategies to achieve individual and business success with 5 years experience as a mortgage broker. I have successfully negotiated with reduced debt amounts for clients and established budgets and plans to remove clients from hardship and establish wealth. I am Seeking a position where I can use my skills to provide a meaningful and beneficial customer experience and make a difference to those I serve. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

• Client Advocate, Attune Hearing, 08/01/20, present, Manage Clinic, Manage diary & appointments, Complete claims through Hearing Services Program (HSP), Prepare patient referrals for clinician, Follow up debtors, Engage & onboard new patients, Maintain relationships with existing patients., Prepare daily financial reports, Prepare bulk monthly claims, Follow up outstanding claims, Liase w, Maintain relationships with community organisations.
• Customer Service Officer, Bay Audio, 10/01/17, 08/01/20, Manage front of store, Prepare client for clinic, Complete HSP claims, Administration & reporting, Complete finance applications, Lead generation
• Aussie Home Loans, Townsville City then transferred to Browns, 10/01/15, 10/01/17, Comparing and analysing loans and data., Managing the lending process for clients and liaising with lenders to obtain the best solution for the client., Finding solutions to complex lending situations, Loan processing, Following up with lenders, solicitors and clients up to loan settlement, Managing client relationships beyond settlement, Managing client database and workflow, Developing referral relationships to produce referral partners., Networking and shopping centre and event stands to develop leads
• Director / Financial Planner and mortgage broker, First Corp Financial Services, 10/01/00, 10/01/15, Prepare individualised and focused financial plans to assist customers in achieving financial goals, Undertake and document risk compliance and mitigation processes, Work with clients in securing and implementing residential mortgages, Undertake assessment of individual circumstances, Manage a complete review of customer financial situations including analysis of financial documentation, Build and maintain relationships with financial institutions, fund managers and life insurance companies, Maintain a knowledge of all documentation and other associated procedures relevant to securing financial services, Establish long-term relationships with customers providing services over a number of years, Supervise and manage staff in delivering high quality customer service, Maintain all business documentation and recording in accordance with legal and legislative obligations, Comply with financial expectations and deadlines such as BAS, Undertake marketing initiatives that are consistent with the financial sector and focused on creating appropriate referral pathways, Prepare and implement a business plan, identifying and achieving associated operational, strategic and financial goals, Preparation of government tenders resulting in long term contracts.
• Insurance Consultant, Life and Super, Suncorp, 01/01/96, 01/01/00, Provide information and services to customers in relation to life insurance and superannuation, Deliver a wide range of information to customers relevant to all insurance products provided by Suncorp, Engage all levels of customers ranging from individuals through to corporations and business

• Ability to communicate across a diverse range of environments within a multidisciplinary environment and with individuals from different cultures and backgrounds including fluency in Greek
• Strong attention to detail, organisational and time management skills consistent with meeting short and long term deadlines
• Willingness to undertake further professional development and personal research in order to increase knowledge and skills
• Professional and competent approach to the workplace as characterised through reliability and accountability
• Capacity to participate as a team member or work autonomously

• Leah Baldwin, Store Manager, Bay Audio, 0403329836
• Scott Skirving, Director, Financial Energy Super, 0402218768
• Shiona Hargen, Financial Planner, Scott Skirving, 0402123002