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 18219 (Insurance Specialist, eJobs Assessment: Level 2) – March 2007

Qualifications: ADFS; Cert IV Financial Services (Mortgage Broking); Diploma of Financial Services (General Insurance); et al.

FP Industry Experience: 8 years Insurance exp including Team Leader & Manager.
Wants: More client-facing advising and selling role; less training/coaching.

MYP Behavioural Assessment: TBA

Salary: $70K + S + Bonus

 

Candidate 12613 (SFP/PM, eJobs Assessment: Level 2) – March 2007

Qualifications: PS146; MBA

FP Industry Experience: 20 yrs+ in various Adviser and Senior Management Positions.
Wants: SFP / Practice Manager role nearer Canberra

Strengths: SFP; Financial Planning Head; Compliance
MYP Behavioural Assessment: Promoter / Driver

Salary: $Neg.

 

Candidate 17778 (JPP/JFP, eJobs Assessment: Level 1-2) – February 2007

Qualifications: 5 units of GDFP

FP Industry Experience: 1 years Insurance Specialist and Super Rollovers
Prior Experience: 20 yrs+ Industrial Relations experience
Wants: PP or FP role

Strengths: Customer Service
Software: COIN (Insurance)

MYP: TBA

Salary: $48K + Super

 

Candidate 17054 (SFP, eJobs Assessment: Level 3) – December 2006

Qualifications: CFP, MBA & Master of Business in Finance

FP Industry Experience: 10 years Financial Services including 5 years in Financial Planning

Prior Experience: Funds Management, stockbroking, derivatives.

Strengths: HNW in close cooperation with Accountants, advising on SMSF’s and corporate super.
MYP: Promoter / Driver

Salary: $100K base + S + 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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