Each of the following Candidates has been assessed by one of our Financial Planning Consultants and their permission obtained to list this information. Should you wish for more information on any of these Candidates please Contact us using your preferred method or Email us immediately. A representative will contact you soonest.

Candidate 18072 (AFP, eJobs Assessment: Level 1-2) – March 2007

Qualifications: ADFP (to complete end 2007); Accounting Diploma.

FP Industry Experience: 2 years PP experience.
Prior Experience: 5 yrs+ Accounting experience (Accounts Receivable, Payroll, Bookkeeping, Accounts Admin).

Wants: To advance from Paraplanning to Advising.

Strengths: Solid Accounting background; Self starter & fast learner; Proven ability in working unsupervised.
Software: Platformplus, Xplan.

MYP: Administrator / Driver

Salary: $50K+

Candidate 18052(JFP/PP, eJobs Assessment: Level 1-2) – March 2007

Qualifications: Currently completing Graduate Diploma FP; Bachelor of Finance.
FP Industry Experience: 9 months as a JPP / Client Service Officer / Lending Manager Assistant for a FP practice.

Prior Experience: Admin & Client Services in the Financial Services industry; Sales, Lending, Administrative Assistant, International Finance Advisor / Translator.
Wants: JFP or PP role in a progressive practice.
Strengths: Technical knowledge, sales & people skills, good English communication skills, also Chinese language skills – Mandarin with strong language knowledge of Cantonese.
Software: XPlan, Visiplan
MyProfile Behavioural Assessment: Promoter/Driver
Salary: $Market

Candidate 17955 (FP, eJobs Assessment: Level 2) – March 2007

Qualifications: DFP 1,2,3; Taking DFP 4. (Given Authorised Rep. Status 2001)

FP Industry Experience: 4 yrs + FP experience
Prior Experience: Credit Management; 18 yrs Banking, including Merchant Banking.
Wants: FP role, preferably as a ‘Minder’.

Strengths: Relationship side; persistent.
MYP: Administrator / Promoter

Salary: $55K Pkg.

Candidate 17226 (SFP, eJobs Assessment: Level 2) – October 2006

Qualifications: ADFS (FP); CFP1; SMSF Accredited

FP Industry Experience: Nearly 5 years Advising in both Private Banking and private practice environments.

Prior Experience: Property sales
Wants: Another Senior Adviser role

Strengths: Client Relationship builder, Business Development and Focused

MYP: Promoter

Salary: $90K+ base + S + Bonus/Comm.

Click here to request more information on any of these Candidates. Please remember to provide the Candidate ID number(s).

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