Monica Curran
Port Fairy,Australia
Summary
As a Versatile Paraplanner I bringing expertise in risk, superannuation, retirement and pension planning, SMSF and Social Security management. I'm Highly effective at resolving customer issues and familiar with diverse financial products and skilled at applying range of knowledge on daily basis.
Overview
16
16
years of professional experience
Work History
Casual Receptionist
Southwest Chiropractic
01.2023 - Current
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined front desk operations by effectively managing phone calls, emails, and walk-in clients.
- Maintain appointment scheduling system, client check-in's, HICAP's, EFT and cash payments and daily reconciliation tasks.
Certified Pilates Instructor
Southwest Chiropractic
10.2021 - Current
- Manage multiple injuries and fitness levels during classes, ensuring a safe and welcoming environment for all clients.
- Increased studio revenue by consistently upselling additional classes.
- Built a loyal clientele base with excellent communication skills and genuine rapport-building techniques.
Certified Pilates Instructor
Self Emplayed
10.2021 - Current
- Implemented innovative teaching methods to accommodate diverse learning styles and fitness levels.
- Reduced risk of injury for clients with proper instruction on correct form and technique during workouts.
- Assisted clients in achieving their personal fitness goals by providing ongoing encouragement and support throughout their journey.
Adviser Support Officer
Findex
01.2018 - 10.2021
- Collating SoA requirement information from a variety of electronic sources
- Skilled at working independently and collaboratively in a team environment
- Proven ability to learn quickly and adapt to new situations.
- Identifying missing information, strategy details, compliance issues or possible missed opportunities and discussing with advisers to get the best outcome
- Preparing advice documents to adviser specifications in line with company policies and procedures, meeting plan deadlines and targets
Paraplanner
McMillan’s
03.2016 - 12.2017
- Assisting multiple advisers with the planning, strategy, modelling and execution of advice documents
- Preparing a wide variety of advice documents including strategies for SMSF’s, Couples, Individuals Business clients including insurance for Buy/Sell agreements
- The management and implementation of client strategies and ongoing service requirements by engaging with clients on a regular basis
- Attending appointments with advisers, helping to collect client information
- Assisting with the identification and implementation of workflow efficiencies and standardised templates and forms
Paraplanner and Associate Adviser
MDK Wealth Management
05.2012 - 03.2016
- Engage with new and existing clients on a regular basis, in regards to their current portfolio’s, further advice, and other general enquiries
- Engage with clients for comprehensive reviews of their current financial plans and strategies and identifying any additional areas where advice is required or requested by the clients
- Formulate recommendations and financial plans for clients in line with their goals and objectives
- Research, plan and prepare simple and complex statements of advice for superannuation, age pension, personal insurance, investment and other strategies as required for myself and other advisers in my office
- Understand, interpret and convey technical information from financial journals, product research reports and other sources to a variety of stakeholders including clients and other staff members
- Liaise and build rapport with a wide range of business stakeholders including clients, advisers, super and insurance providers, underwriters and accountants
- Management, training, supervision and development of admin and support staff
- Office Management including accounts receivable and payable, bank reconciliation, payroll and petty cash management.
Property Manager
Wilson Property RCI
02.2011 - 05.2012
- Taking customer enquiries from a wide variety of sources and scheduling appointment across three property manager diaries
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Processing and verifying potential tenant applications in line with company policies and relevant legislation
- Dealing with tenant, landlord and other general enquiries
- Processing accounts payable invoices for the department, ensuring efficient payment from multiple accounts
- Attending VCAT hearings in regards to obtaining compensation or possession for rent and/or damages, preparing all required documentation in accordance with the regulations and legal guidelines.
Retail Co-Ordinator
SM Brands (FILA)
01.2008 - 05.2010
- Create professional working relationships whilst managing over fifty retail staff across Australia
- Collect and approve monthly store rosters, ensuring budgets and minimum staffing requirements were met
- Producing training manuals for specific computer based reporting and operational functions including stocktaking and inventory management
- Streamlined store operations by implementing efficient procedures and organizational systems.
- Assisting store managers and retail staff with general operational and procedural enquiries both over the phone and in person
- Preparing correspondence on behalf of the Managing Director, Chairman and other managers to a variety of individuals and companies ensuring consistency and accuracy were maintained at all times
- Developing professional working relationships with suppliers and contractors to ensure the efficient delivery of products and services to all the retail stores throughout Australia
- Dealing with customer complaints and staff grievances when they arose in a professional manner and in line with company policy.
Education
Undergraduate Certificate - Human Biology
Endeavour College
Victoria2021
Advanced Diploma of Financial Planning -
Kaplan
01.2018
Diploma of Financial Planning -
International Institute of Technology
01.2013
Agents representative certificate -
Gippstafe
01.2011
Certificate IV of hospitality -
Drysdale Institute of tafe
01.2002
Skills
- Administrative Support
- Clerical Support
- Data Entry
- File Management
- Office Management
- Multi-Line Telephone Systems
- Documentation and Reporting
- Greeting and Seating Clients
- Customer and Client Relations
- Tech-Savvy
- Travel Coordination
- Scheduling
Skills Experience
- Extensive experience with a wide range of industry specific software, with the ability to pick up new programs quickly.
- Excellent computer skills across a wide variety of software packages including extensive experience in all Microsoft Office applications.
- Excellent time management skills, and working with conflicting
- Self driven and can work well independently
- Extensive research and comparison skills
- Data collection, client goal identification
- Plan and strategy recommendation, research and full SoA preparation and implementation
- The ability to learn new software packages quickly and effectively
- A friendly and approachable manner, excellent verbal and written communication skills
- Extensive administration skills and experience, within a number of diverse and challenging working environments
References
- James Sherlock, Partner – Business Advisory, Findex Warrnambool, 0428 594 817
- Rod Rowley, Financial Planning Director, McMillan’s, 03 5174 6699
- Michael Kolody, Managing Director, MDK Wealth Management, 03 5133 9117
Timeline
Casual Receptionist
Southwest Chiropractic
01.2023 - Current
Certified Pilates Instructor
Southwest Chiropractic
10.2021 - Current
Certified Pilates Instructor
Self Emplayed
10.2021 - Current
Adviser Support Officer
Findex
01.2018 - 10.2021
Paraplanner
McMillan’s
03.2016 - 12.2017
Paraplanner and Associate Adviser
MDK Wealth Management
05.2012 - 03.2016
Property Manager
Wilson Property RCI
02.2011 - 05.2012
Retail Co-Ordinator
SM Brands (FILA)
01.2008 - 05.2010
Undergraduate Certificate - Human Biology
Endeavour College
Advanced Diploma of Financial Planning -
Kaplan
Diploma of Financial Planning -
International Institute of Technology
Agents representative certificate -
Gippstafe
Certificate IV of hospitality -
Drysdale Institute of tafe
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