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 18691 (SFP, eJobs Assessment: Level 2-3) – September 2007

Qualifications: ADSF(FP)

FP Industry Experience: 18 Years Advising; Holistic Senior Financial Adviser with a recent focus to Risk; also Mortgages. Currently self-employed.
Wants: A better FP opportunity, preferably one with an existing Client-base to Service (to augment their own business development initiatives). The nearer to the Sunshine Coast the better!

Strengths: Experienced, holistic Adviser.
FP Software: ProPlanner.
MyProfile Behavioural Assessment: Administrator / Driver.

Salary: $80K+ Pkg + Comm.

Candidate 18634 (SPP/FP, eJobs Assessment: Level 2) – September 2007

Qualifications: DFS 1-5; ADFS(FP) in progress and finish before the end of 2007; Commerce Degree (Accounting & Finance).

FP Industry Experience: 5 yrs Paraplanning experience with HNW, holistic and SMSF clients.
Wants: To progress into Adviser role in or around Brisbane.

Strengths: Leadership and ‘Driven to succeed’ qualities.
FP Software: XPlan.

MyProfile Behavioural Assessment: Driver / Promoter / Administrator.

Salary: $70K + Super + Incentives.

Candidate 18584 (FP, eJobs Assessment: Level 2) – September 2007

Qualifications: DFP, SMSF’s and Mortgages, Current Bachelor of FP.

FP Industry Experience: 4years in Financial Services Industry as New Business Financial Planner and Office Manager/Financial Planner.
Prior Experience: Adviser Relationship Officer for a large financial institution.
Wants: An Adviser role; aspires to equity one day.

Strengths: technically-minded; implemented COIN & XPlan software; enjoys complex strategies; Confident face-to-face.
FP Software: COIN & XPlan.

MyProfile Behavioural Assessment: TBA.

Salary: $60-90K Base+ ($90-150K OTE).

Candidate 18478 (SPP/FP, eJobs Assessment: Level 2-3)

Qualifications: CFP

FP Industry Experience: 12yrs+ Assistant Financial Planner / Senior Paraplanner experience.
Prior Experience: Supporting roles in Banking.
Wants: Either a Review Adviser role, Assistant FP role or SPP opportunity around Gold Coast or Brisbane area from December 2007.

Strengths: Technical PP; excellent Client-facing and Management skills.
Software: XPlan, Visiplan.

MyProfile Behavioural Assessment: Supporter / Administrator.

Salary: $70K+

Candidate 18307 (SFP, eJobs Assessment: Level 2 ) – September 2007

Qualifications: CFP, DFS(FP).

FP Industry Experience: 9½ yrs FP experience.
Prior Experience: 12 yrs experience in Banking.
Wants: A role more focused on Financial Planning, a lifestyle change away from traveling.

Strengths: Building portfolios.

MyProfile Behavioural Assessment: TBA.

Salary: $90K+

Candidate 17639 (FP, eJobs Assessment: Level 2) – September 2007

Qualifications: ADFS(FP) 1-8, Bachelor of Business.

FP Industry Experience: 4years Financial Planning experience.
Prior Experience: Service Consultant for large Financial Institution.
Wants: A better Financial Planning role with commission and bonuses.

Strengths: Building relationships with clients.
FP Software: In-house FP systems.

MyProfile Behavioural Assessment: TBA.

Salary: $73+S.

Candidate 17520 (SFP, eJobs Assessment: Level 2-3) – September 2007

Qualifications: CFP; CPA; Business Degree.

FP Industry Experience: 8yrs+ Advising.

Prior Experience: 18yrs+ Banking experience.

Wants: SFP Role.

Strengths: Business Development.
MYP: Driver / Promoter.

Salary: $Neg.

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

Top  |  Back to Regions  |  Back to Financial Planning Home Page