SASHA KATE BOWDEN
Summary
I have been serving as the National Practice Manager at Select Advice Financial Planning since 2017. Known for my commitment to excellence, I take great pride in my work, consistently delivering highly organised and efficient results. During my time at Select, I was honoured to receive the National Client Services Award in 2019 and was nominated for National Practice Manager in 2022. I also played a key role in the firm's recognition as National Practice of the Year in 2018. With a strong reputation for enthusiasm and reliability, I have a proven track record of achieving outstanding results while managing clients' needs and expectations. In my role, I oversee operations across businesses in Melbourne, Brisbane, and Sydney, providing vital support to financial advisers and ensuring seamless operations and exceptional customer service.
Overview
24
24
years of professional experience
Work History
National Practice Manager
Select Advice Financial Planning
01.2017 - Current
- Day to day running of the financial planning business
- Building and maintaining business relationships with clients
- Extensive management of calendars for the whole team
- Management of annual reviews for our entire client base
- Developing effective communication platforms for clients and staff
- Training staff members to ensure operations run smoothly
- Conduct customer service workshops and presentations.
- Liaise with different departments regarding client queries.
- Offer general advice to clients on services and products.
- Understanding insurance policies and products
- Obtaining insurance quotes for customers through underwriters
- Keeping records and continually updating file notes
- Assisting clients on managing the claim process
- Renewing or amending existing policies for clients
- Undertaking general administrative duties
- Client Services National Award 2019
Marine Account Manager
HWA Insurance Brokers
11.2013 - 12.2016
- Building and maintaining business relationships with clients
- Discussing and assessing clients' current and future insurance needs
- Researching insurance policies and products
- Negotiating policy terms and costs with insurance providers
- Arranging insurance cover for clients with the insurance provider
- Collecting insurance premiums
- Keeping records
- Preparing reports for insurance underwriters
- Advising clients on making claims on their policies
- Renewing or amending existing policies for clients
- Undertaking general administrative duties
- Marketing services
- Achieved significant growth in client portfolio and successfully managed key accounts
Remedial Massage Therapist
Highett Health & Wellness
01.2010 - 11.2013
- Providing clients with remedial/sports/deep tissue massage
- Talk with clients to locate painful or tense areas of body
- Manipulate muscles or other soft tissues of the body
- Provide clients with guidance on stretching, strengthening, overall relaxation, & how to improve their posture
- Document client's condition and progress
- Consistently provided effective treatments that improved client health outcomes, leading to high client retention and satisfaction.
Sales Administrator
Spirit Telecom
11.2001 - 12.2007
- Assisting Sales Executives in service delivery and fulfillment
- Contacting new customers from Sales channels to review their requirements
- Sourcing new opportunities for increased Sales revenue
- Liaising with Operations Team coordinating supply in accordance with client expectations
- Assisting in Sales and Marketing campaign development and delivery
- Assisting in the data management through internal CRM
- Developing key reports for Management and Sales Executives
- Developing internal procedures and policy manuals including the Operations Manual of day to day activities
- Successfully streamlined sales processes, improving efficiency and contributing overall sales performance.
Education
Diploma of Remedial Massage -
Mentone Girls Grammar
Victorian College of Health Care Education
Skills
- Relationship Management
- Scheduling and Planning
- Presentation Facilitation
- Proficiency in Microsoft Outlook
- Proficiency in Excel
- Proficiency in Word
- Proficiency in PowerPoint
- Proficiency in Xplan
- Proficiency in Intelliflo
- Strong Communication Skills
- Reliable
- Self-motivated
- Building and Maintain Relationships
- Business Administration
- Time Management
- Practice management
Awards
- Client Service State Award, 2018
- Client Service National Award, 2019
- Millennium3
Accomplishments
Successfully managed a financial team being the one everyone counted on
Timeline
National Practice Manager
Select Advice Financial Planning
01.2017 - Current
Marine Account Manager
HWA Insurance Brokers
11.2013 - 12.2016
Remedial Massage Therapist
Highett Health & Wellness
01.2010 - 11.2013
Sales Administrator
Spirit Telecom
11.2001 - 12.2007
Diploma of Remedial Massage -
Mentone Girls Grammar
Victorian College of Health Care Education