YASMINI ARMENIS
Clear Island Waters,QLD
Summary
I am an organised and dependable candidate successful at managing multiple priorities with a positive attitude. I have a strong willingness to take on added responsibilities to meet team & company goals.
Overview
5
5
years of professional experience
Work History
PROVISIONAL FINANCIAL ADVISER
XPONENTIAL ADVISORY
09.2022 - Current
- Excellent communication skills, both verbal and written.
- 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 individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Delivered strategic investment advice for individual and corporate clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
PARAPLANNER
Virtual Financial
12.2018 - 08.2022
- Answering calls and investigating into client queries
- Preparing Super and Risk Review Packs for clients
- Xplan/Compass Proficiency
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Operated computers programmed with accounting software to record, store and analyze information.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Following up dishonours, updating WIP, preparing Super/Insurance Checklists
- Data Feed set-up and system building
- Assisting the Adviser and managing his calendar/appointments
- Prepared for meetings by gathering materials, reports and presentations.
- Checking SOA's & preparing appropriate appointment documents
- Insurance Application and Insurance Quoting Software
- Compliant File notes/Generation of Legal & Compliance Documents
- Preparing compliant Statement of Advice Documents.
- Modeled financial data for staff and customer use.
- Put together detailed financial and investment plans for customers.
- Completed research into complex financial topics.
Education
Senior Certificate of Education -
Helensvale State High School
ASIC -
FASEA FINANCIAL PLANNING EXAM
ASIC08.2023
Professional Course Completion -
Ethics
Kaplan05.2023
Bachelor of Commerce majoring in Financial Planning -
Griffith University
03.2020
Skills
- Multitasking Abilities
- Time Management
- Excellent Communication
- Critical Thinking
- Organisation
- Teamwork and Collaboration
Previous Roles
- CLIENT SERVICES OFFICER
- CLIENT SERVICES MANAGER
Current Role
PROVISIONAL FINANCIAL ADVISER
References
- Lauren Rozario, Virtual Financial, 0487 777 226
- Dr Katherine Hunt, Griffith Honours College, k.hunt@griffith.edu.au
Timeline
PROVISIONAL FINANCIAL ADVISER
XPONENTIAL ADVISORY
09.2022 - Current
PARAPLANNER
Virtual Financial
12.2018 - 08.2022
Senior Certificate of Education -
Helensvale State High School
ASIC -
FASEA FINANCIAL PLANNING EXAM
Professional Course Completion -
Ethics
Bachelor of Commerce majoring in Financial Planning -
Griffith University
Similar Profiles
Kayleen VenegasKayleen Venegas
Office Administrator at Xponential FitnessOffice Administrator at Xponential Fitness
Donnie ParkerDonnie Parker
Senior Revenue Accounting Manager at Xponential Fitness Inc.Senior Revenue Accounting Manager at Xponential Fitness Inc.
DONOVAN TAYLORDONOVAN TAYLOR
Assistant Manager at Xponential Fitness / AKTAssistant Manager at Xponential Fitness / AKT
Oliver Van EckOliver Van Eck
Swim School Supervisor at Kingswim RobinaSwim School Supervisor at Kingswim Robina
Boyd HainBoyd Hain
Tax Accountant at Hain AccountingTax Accountant at Hain Accounting