Natalie Summers
Newcastle
Summary
I have over 20 years experience in the Financial Services Industry. I am a highly motivated individual who enjoys contributing to team success. I am currently completing my Diploma in Mortgage Broking to allow me to combine my two loves - finance and property.
Overview
22
22
years of professional experience
Work History
PARA PLANNER
Hunter Financial
01.2023 - Current
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Delivered accurate cashflow forecasts that informed strategic decisions regarding clients'' portfolios.
- Completed research into complex financial topics.
- Put together detailed financial and investment plans for customers.
- Contributed to team success by sharing knowledge, ideas, and insights during regular meetings and presentations.
ASSISTANT DEVELOPMENT MANAGER
Altim Property
01.2021 - Current
- Project development administration
- Preparation of project cash flow forecasts & assisting in the management of project cash flows
- Actively managing relationships with key stakeholder groups to achieve required project outcomes.
FINANCIAL ADVISER
Fitzpatricks Private Wealth
01.2015 - 01.2021
- Develop & maintain new & existing client relationships
- Continuously seek out ways to improve client relationships/experiences and add value
- Ability to develop a deep understanding of clients aspirations through robust goals-based conversations
- Managing the delivery of service packages inline with compliance requirements
- Advise on wealth creation & investment strategies, SMSF, retirement planning, personal risk, estate planning and taxation.
PARA PLANNER
Fitzpatricks Private Wealth
01.2010 - 01.2015
- Develop & maintain new & existing client relationships
- Continuously seek out ways to improve client relationships/experiences and add value
- Ability to develop a deep understanding of clients aspirations through robust goals-based conversations
- Managing the delivery of service packages inline with compliance requirements
- Advise on wealth creation & investment strategies, SMSF, retirement planning, personal risk, estate planning and taxation.
PARA PLANNER
All Financial Services
01.2008 - 01.2010
- Leader in creating a positive compliance culture
- In 2009, for the first time our practice (established in 1998) received an 'A' rating in our annual dealer group audit for which I personally received accolades
- Providing high level administrative support
- Preparation of high quality and personalised advice documents
- Created workflows for improved business efficiencies in the initial advice process, implementation process and ongoing service process
- Coded Record of Advice and other office documents in COIN
- Implemented a paperless office.
CLIENT RELATIONSHIP MANAGER
WB Financial Management
01.2002 - 01.2008
- Developing, implementing and co-coordinating a structured Client Relationship Program
- Tracking workflow through the business to ensure turnaround times and commitments are being met
- Ensuring the delivery of the client service packages
- Managing various marketing programs such as the referral program and concierge program
- Co-ordinating client appointment and management of adviser diaries
- Recruiting and supervising client services staff.
Education
DIPLOMA IN MORTGAGE BROKING -
Kaplan
12.2024
BACHELOR COMMERCE -
Deakin University
01.2017
ADV. DIP FP -
Pinnacle Financial Services Academy
01.2015
HIGHER SCHOOL CERTIFICATE -
St Catherine's College, Singleton
01.2000
Skills
- 20 years experience in Finance Industry
- Genuine passion for building client relationships
- Highly interested in property sector
- Experience with a broad range of clients - from mum and dads to sophisticated investors
- Managing new and existing client processes
- Research Abilities and Problem Solving
- Microsoft Office
- Personal Data Collection
Websites
Professional Development
- CERTANITY ADVISER PROGRAM, 2015, Jim Stackpool
- EQ LEAD ADVISER TRAINING, 2015, Brian Fitzpatrick
- FORSYTHES TRAINING, 2012, Advanced Excel
References
Available Upon Request
Timeline
PARA PLANNER
Hunter Financial
01.2023 - Current
ASSISTANT DEVELOPMENT MANAGER
Altim Property
01.2021 - Current
FINANCIAL ADVISER
Fitzpatricks Private Wealth
01.2015 - 01.2021
PARA PLANNER
Fitzpatricks Private Wealth
01.2010 - 01.2015
PARA PLANNER
All Financial Services
01.2008 - 01.2010
CLIENT RELATIONSHIP MANAGER
WB Financial Management
01.2002 - 01.2008
DIPLOMA IN MORTGAGE BROKING -
Kaplan
BACHELOR COMMERCE -
Deakin University
ADV. DIP FP -
Pinnacle Financial Services Academy
HIGHER SCHOOL CERTIFICATE -
St Catherine's College, Singleton
Similar Profiles
Campbell DainesCampbell Daines
Administration at Hunter Lifestyle Financial PlannersAdministration at Hunter Lifestyle Financial Planners
Talha JamilTalha Jamil
Emergency Medical Technician (EMT) at Hunter EMS / Hunter AmbulanceEmergency Medical Technician (EMT) at Hunter EMS / Hunter Ambulance
Jacob RapanaJacob Rapana
Labourer - Casual at Hunter Family Trust - Ina & Lawrence HunterLabourer - Casual at Hunter Family Trust - Ina & Lawrence Hunter
Sarah LawsonSarah Lawson
Portfolio Manager at Nuclear Promise X Inc.Portfolio Manager at Nuclear Promise X Inc.
Siphelele MbathaSiphelele Mbatha
Co-Ordinator at ArcelorMittal South AfricaCo-Ordinator at ArcelorMittal South Africa