Each of the following Candidates have been assessed by one of our Financial Planning Recruitment staff and their permission obtained prior to listing their profiles. Should you wish for more information on any of these Candidates or have any questions please either Contact us using your preferred method or Email us immediately and a representative will contact you soonest.

Candidate 18633 (FP, eJobs Assessment: Level 2) – July 2007

Qualifications: DFS(FP) 1-5; will complete ADFS(FP) end 2007 then go on to Degree and CFP.

FP Industry Experience: Nearly 5 years Adviser (Bank and Practice).
Prior Experience: Business Manager / Sales.
Wants: A Sales / BDM focused Financial Planning role on the Central Coast, in Newcastle or Port Macquarie (has two residences).

Strengths: Very business / Sales-focussed and looking to progress further in the industry.
MyProfile Behavioural Assessment: Administrator / Driver / Promoter

Salary: $70 + Super + ($100K OTE first year).

Candidate 18569 (PP/FP, eJobs Assessment: Level 2) – June 2007

Qualifications: ADFS; Finance and Accounting Degree.

FP Industry Experience: 4 years+ experience as PP including 2 years+ concurrent Adviser.
Prior Experience: Some Sales, Admin and Accounting work whist studying.
Wants: PP/FP role in Newcastle (currently commuting to Sydney)

Strengths: Solid flowing resume; good experience and qualifications; excellent interpersonal and technical skills.
Software: COIN

MyProfile Behavioural Assessment: Administrator / Driver

Salary: $67K+ + S

Candidate 17762 (SFP, eJobs Assessment: Level 3) – June 2007

Qualifications: CFP; Master of Financial Planning; SMSF Accredited

FP Industry Experience: 16 yrs Advising experience
Wants: A good SFP role (not necessarily equity) where they can progress to their next level.

Strengths: Used to developing and managing a good size client base (call for details).

MYP: Promoter / Driver

Salary: $Neg.

Candidate 18253 (PP/SPP, eJobs Assessment: Level 2) – June 2007

Qualifications: DFS1-3 (pre-2005); Now enrolled to complete PS146 with Tribeca June/July 2007)

FP Industry Experience: 3½ years Paraplanner (sole PP to 3 Advisers)
Current Experience: Government Department Administration work.
Wants: To get back into the industry in another PP role

Strengths: Kept up to date with Super developments via associations with Planners and ex-FP Manager; progressed to providing strategy. Candidate has ‘Experience over Qualifications’. Technically strong in Taxation, Centrelink, Super, Retirement, Investment Planning & Risk.
Software: VisiPlan (with ModelPlan)

MyProfile Behavioural Assessment: Promoter / Administrator

Salary: $50 + Super

Candidate 18530 (SFP, eJobs Assessment: Level 2) – June 2007

Qualifications: ADFS(FP) exams completed.

FP Industry Experience: 5 years+ Advising.
Prior Experience: Other Bank experience.
Wants: An SFP role.

Strengths: Technically strong doing their own Paraplanning to this time.
MyProfile Behavioural Assessment: Administrator / Promoter.
Salary: $65K+.

Candidate 18543 (SPP, eJobs Assessment: Level 3) – June 2007

Qualifications: CFP, Accredited Mortgage Consultant; CPA.

FP Industry Experience: 18 months Senior Paraplanner; 7 Years Advising prior; 6 years Accountant.
Wants: SPP role; PP Manager role.

Strengths: Technically strong.
Software: COIN.

MyProfile Behavioural Assessment: Administrator / Supporter / Driver.

Salary: $60-65K + S.

Candidate 18564 (FP, eJobs Assessment: Level 2) – June 2007

Qualifications: DFS(FP); MIAA.

FP Industry Experience: Nearly 5 years Advising.
Wants: Review Financial Adviser role.

Strengths: Holistic experience including Super, Corporate Super, SMSF, Risk and Investments.
MyProfile Behavioural Assessment: Supporter / Administrator.
Salary: $85K + S + Bonus/Comm.

Candidate 1 (18569, PP/FP eJobs Assessment: Level 2) – June 2007

Qualifications: ADSF(FP): Accounting & Finance Degree.

FP Industry Experience: 2½ years split between 18 months Paraplanning & 1 year Bank Adviser. Currently doing both.
Wants: PP/FP role in Newcastle – currently commuting to Sydney CBD! Enjoys both PP & FP duties.

Strengths: Excellent grounding both in terms of qualifications and career experience. Currently training other PP staff as well as some Advising.
Software: COIN.

MyProfile Behavioural Assessment: Driver / Administrator.
Salary: $$65K+ + S + Bonus/Comm.

Candidate 18570 (Review FP, eJobs Assessment: Level 2-3) – June 2007

Qualifications: CFP2; Commerce Degree.

FP Industry Experience: Nearly 4 yrs FP experience including 1 year Paraplanner.
Prior Experience: Accountant for 4 yrs.
Wants: An SFP role in Newcastle (currently commuting to Sydney CBD!).

Strengths: xCurrently working for HNW practice in Sydney.
MyProfile Behavioural Assessment: TBA.
Salary: $85K+ + 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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