Steve Thompson
Binalong,NSW
Summary
Personable and dependable candidate committed to helping customers.
Organized and successful at managing multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals.
Overview
41
41
years of professional experience
Work History
Financial Adviser/Director
Venture Financial Advice
08.2015 - 02.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated new client onboarding process and investment account setup.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Recommended specific investments to help clients meet financial goals.
Financial Adviser
Clearview Financial Advice
07.2007 - 07.2015
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Planner
Westpac Banking
Canberra/Southern New South Wales, ACT/NSW
May.1996 - Jul.2007
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Developed recommendations specific to client's financial situation on variety of topics.
- Presented financial plans and investment recommendations to clients.
- Recommended specific investments to help clients meet financial goals.
- Monitored and updated financial plans to comply with client goals.
Financial Advisor
Multi Agent - Insurance and Investment
Self employed
01.1993 - 05.1996
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Recommended specific insurance products to help clients meet financial goals.
- Skilled at working independently and collaboratively in a team environment.
Bus Operations Manager
Westbus
02.1982 - 01.1993
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Analyzed and reported on key performance metrics to senior management.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Assisted in recruiting, hiring and training of drivers.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Monitored the school student transport scheme and priced all bus passes (55,000 passes in total)
- Designed and managed major bus operations ie. regular transport requirements for Dept of Administration, emergency transport for State Rail, The Bi-Centennial Airshow (transport to the venue and around the airbase
Education
Advanced Diploma - Financial Advice
Securities Institute Australia
Sydney, NSWSkills
- Regulatory Requirements Adherence
- Skill-Building Strategies
- Financial and Estate Planning
- Administrative Support
- Sales Expertise
- Project Requirements
- Client Confidentiality
- Conflict Resolution Techniques
- Risk Assessment
- Customer Account Review
Timeline
Financial Adviser/Director
Venture Financial Advice
08.2015 - 02.2023
Financial Adviser
Clearview Financial Advice
07.2007 - 07.2015
Financial Planner
Westpac Banking
May.1996 - Jul.2007
Financial Advisor
Multi Agent - Insurance and Investment
01.1993 - 05.1996
Bus Operations Manager
Westbus
02.1982 - 01.1993
Advanced Diploma - Financial Advice
Securities Institute Australia
Similar Profiles
GRISELLY MARIOTGRISELLY MARIOT
Assistant Administration Manager at ALMIGHTY FINANCIAL ADVICEAssistant Administration Manager at ALMIGHTY FINANCIAL ADVICE
Sharleen KumarSharleen Kumar
Financial Advisory Intern at On Point Financial AdviceFinancial Advisory Intern at On Point Financial Advice
POUSALI CHAKRABORTYPOUSALI CHAKRABORTY
Customer Care Executive at HDFC BANK LTD. Proven at expertise in handling customer transactions, managing accounts, and providing financial advice.Customer Care Executive at HDFC BANK LTD. Proven at expertise in handling customer transactions, managing accounts, and providing financial advice.
Jack MartinJack Martin
Weed Sprayer at Hilltops Weed SprayingWeed Sprayer at Hilltops Weed Spraying
Mark FitzsimmonsMark Fitzsimmons
Pizza Maker at DominosPizza Maker at Dominos