Summary
Overview
Work History
Education
Skills
Timeline
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Mitchel De Vries

Lane Cove,NSW

Summary

Provisional financial advisor with 3 years of experience in the financial services industry, currently completing the final semester of a Masters in Financial Planning. An enthusiastic and highly motivated professional with a friendly and adaptable approach when working with clients. Exceptional knowledge in wealth management, SMSF regulations and taxation. First half of profession year signed off and a third quarter completed.

Overview

10
10
years of professional experience

Work History

Provisional Financial Advisor

Infocus Advisory
04.2021 - Current
  • Conducted and reviewed client appointments.
  • Preparation and presentation of Statements of Advice.
  • Research and comparisons of financial products.
  • Tasks associated with implementation of advice.
  • Developed personal rapport with clients to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalised financial plans.

Trainee Wealth Partner

Connected Advice
01.2021 - 04.2021
  • Reviewed, assessed and engaged prospective clients.

Senior Insolvency Accountant

DVT Group
01.2014 - 01.2021
  • Dealt with personal and corporate insolvency matters, voluntary administrations and trade ons.
  • Liased with internal and external stakeholders, namely creditors, employees and directors through reporting, investigations and court appearances on behalf of clients.
  • Reviewed appropriate case law and applied relevant sections pursuant to the Corporations Act 2001, Bankruptcy Act 1966 and Family Law Act 1975.
  • Dispute resolution, arranging mediations and creditor meetings.

Education

Master of Financial Planning - Financial Planning

University of Tech Sydney
Sydney, NSW
12.2023

SMSF Regulations And Taxation

Kaplan
07.2023

Bachelor of Business - Finance And Accounting

Western Sydney University
Parramatta, NSW
12.2018

Skills

  • Communication
  • Attention to detail
  • Client services
  • Managing Wealth
  • Time management
  • Teamwork

Timeline

Provisional Financial Advisor

Infocus Advisory
04.2021 - Current

Trainee Wealth Partner

Connected Advice
01.2021 - 04.2021

Senior Insolvency Accountant

DVT Group
01.2014 - 01.2021

Master of Financial Planning - Financial Planning

University of Tech Sydney

SMSF Regulations And Taxation

Kaplan

Bachelor of Business - Finance And Accounting

Western Sydney University

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Mitchel De Vries