Venesa West
Golden Bay,WA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
15
15
years of professional experience
Work History
Financial Adviser Business Principle
Isbel Agness Pty Ltd -Wealth Today Financial Group
03.2023 - Current
- 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.
- 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.
Financial Adviser Principal
AMP Financial Planning
01.2012 - 03.2023
- 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.
- 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.
Financial Adviser
Peel Wealth Financial Planning
11.2008 - 01.2012
- 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.
- 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.
Education
AFA Chartered Financial Practitioner
Kaplan Professional
04.2023
Diploma of Financial Planning
Kaplan Professional
Perth, WA11.2008
Bachelor of Science - Psychology
Murdoch University
Perth, WA12.2004
Skills
- Presentations
- Capital Market Trends
- Financial Data Production
- Capital Markets Management
- Lead Generation
- Customer Loyalty
- Asset Consolidation
Timeline
Financial Adviser Business Principle
Isbel Agness Pty Ltd -Wealth Today Financial Group
03.2023 - Current
Financial Adviser Principal
AMP Financial Planning
01.2012 - 03.2023
Financial Adviser
Peel Wealth Financial Planning
11.2008 - 01.2012
AFA Chartered Financial Practitioner
Kaplan Professional
Diploma of Financial Planning
Kaplan Professional
Bachelor of Science - Psychology
Murdoch University
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