Shannon Gray
Toowoomba,QLD
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Viridian Financial Group
Toowoomba, QLD
10.2023 - Current
- Kept up-to-date on industry trends and market movements to provide informed guidance to clients at all times.
- Assisted in drafting marketing materials such as newsletters and blog posts aimed at promoting the firm''s services and expertise.
- Proactively monitored economic news and global events impacting financial markets; updated senior advisors accordingly so they could better serve their clientele.
- Streamlined financial planning processes for increased efficiency and improved client experience.
Associate Financial Advisor
Altitude Wealth Solutions
Toowoomba, QLD
08.2017 - 10.2023
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Developed and implemented strategies to increase customer satisfaction ande
- Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.
- Supported senior advisors in preparing presentations for client meetings, ensuring accurate data representation while also highlighting relevant insights.
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
- Built strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
- Developed comprehensive financial plans tailored to individual clients'' needs, goals, and risk tolerance levels.
- Increased client retention rates by consistently delivering high-quality service and demonstrating genuine concern for their wellbeing.
- Identified areas of improvement in internal processes, implementing changes that ultimately led to better outcomes for both the firm''s staff members as well as its clientele base.
- Maintained thorough documentation of all client interactions as per regulatory requirements.
- Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
Personal Banking Advisor
Westpac Banking Corporation, WBC
Toowoomba, QLD
03.2013 - 08.2017
- Increased customer satisfaction by providing personalized banking solutions and product recommendations.
- Conducted regular banking reviews with clients, recommending adjustments as needed to support changing life and business circumstances.
- Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
Education
Graduate Diploma - SMSF Regulation And Tax
Kaplan Professional
2023
Graduate Diploma - Debt Strategies
Kaplan Professional
2023
Graduate Diploma - Financial Planning
Kaplan Professional
2022
Advanced Diploma - Financial Planning
Kaplan Professional
2021
Skills
- Critical thinking
- Attention to detail
Timeline
Financial Advisor
Viridian Financial Group
10.2023 - Current
Associate Financial Advisor
Altitude Wealth Solutions
08.2017 - 10.2023
Personal Banking Advisor
Westpac Banking Corporation, WBC
03.2013 - 08.2017
Graduate Diploma - SMSF Regulation And Tax
Kaplan Professional
Graduate Diploma - Debt Strategies
Kaplan Professional
Graduate Diploma - Financial Planning
Kaplan Professional
Advanced Diploma - Financial Planning
Kaplan Professional