Thomas Guthrie
Helensvale,QLD
Summary
Senior Client Service Manager and qualified adviser with a proven track record of delivering outstanding client outcomes. Expertise in understanding client objectives, creating customised financial solutions, and maintaining exceptional service standards. Recognised for meticulous attention to detail and a commitment to prioritising clients' best interests. Eager to leverage extensive experience and a client-centric approach in an Associate Adviser position to drive success and foster lasting relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Client Service Manager
Bailiwick Lifestyle Financial Planners
02.2023 - Current
- Writing strategy recommendation documents and completing proposal letters
- Completion of SOA's and ROA's
- Liaising with new and on-going clients via phone and email
- Manage off-shore staff to ensure work is completed efficiently and accurately
- XPlan data entry, Centrelink entitlement calculations using XTools as well as XTools retirement modelling
- Completing annual, half yearly, and quarterly review meeting reports for advisers
- Implementation process post SOA presentation meeting
- Completing Centrelink applications (Age Pension, Low Income Health Care and Commonwealth Senior Health Care Cards)
- Managing ongoing service agreements and ongoing fee consents, ensuring these are in-line with compliance standards and organising reviews to match up with these dates
Client Service Officer
LadyBird Home Loans
07.2020 - 02.2023
- Collect confidential financial information from clients, entering data into CRM system.
- Communicate with brokers to ensure their recommendations are accurate in statement of credit assistance documents
- Provide advice recommendation documents to clients and ensure all documents are clearly explained
- Ensure all industry relevant compliance procedures are met and compliance documentation is provided to clients
- Liaise with third parties to ensure finance applications are processed, approved and settled within specific deadlines and timeframes
Duty Manager
Coles Supermarkets
08.2016 - 09.2020
Education
Bachelor of Commerce - Financial Planning
Griffith University
Mount Gravatt, QLD11.2020
Trinity College
Beenleigh12.2017
Skills
- Experienced with XPlan and XTools platforms
- Well developed with Microsoft suite
- Proficient with SOA implementation
- Efficient communication with Centrelink and Super funds
- Task prioritisation
- Client Relationship Development
Certification
Professional year signed off and Financial Adviser Exam completed - ASIC Qualified Adviser (Completed in 2025)
Bachelor of Commerce (Financial planning major)
(Completed in 2022)
Certificate 4 in Mortgage Broking and financial services (Completed in 2022)
Timeline
Senior Client Service Manager
Bailiwick Lifestyle Financial Planners
02.2023 - Current
Client Service Officer
LadyBird Home Loans
07.2020 - 02.2023
Duty Manager
Coles Supermarkets
08.2016 - 09.2020
Bachelor of Commerce - Financial Planning
Griffith University
Trinity College
Hobbies
- Working on classic cars
- Outdoor sports/staying active
- Camping and 4WDing