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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. Should
you prefer, we also have a Summary Table
of this information. (Note: Tables take up more space and may take longer to
load). Candidate
18726 (FP/SFP, eJobs Assessment: Level 2) – August 2007 Qualifications: DFP1-7, Bachelor of Arts (Actuarial Studies) FP Industry Experience: 12 years + as a Senior Financial Planner/Adviser Strengths:
People skills, sales, employee
super, investments, client service and reviews. Software: Coin, Visiplan, XPlan MyProfile Behavioural
Assessment: Promoter Salary: $60K+S Candidate
18676 (FP, eJobs Assessment: Level 2) – August 2007 Qualifications: Bachelor of Commerce, Bachelor of Business
(Financial Planning) with intention to go on to Master of Financial Planning
and CFP. FP Industry Experience: 4yrs in the FP industry (1 year 4months Advising
in a Bank; 2 yrs 3 months Paraplanner in a Dealer Group HQ. Strengths: Ability to deal with people of all walks of life. MyProfile Behavioural
Assessment: Administrator Salary: Currently on $60K + Super + Bonus. Candidate
18610 ( JPP, eJobs Assessment: Level
) – August 2007 Qualifications: DFS (FP) 1-2 completion of 3-4 by end of July FP Industry Experience: - Strengths: regulatory requirements, investments, investment
planning and superannuation. Salary: $38K – Neg on entry role Candidate
18487 (Compliance Manager, eJobs Assessment: Level 2-3) – August 2007 Qualifications: CFP; Master of Personal Financial Planning Strengths: Across the board experience Salary: $90K + S Candidate
17239 (FP, eJobs Assessment: Level 2) – August 2007 Qualifications: Diploma of Financial Advising ; PS 146. FP Industry Experience: 5 years as a Financial Planner in 2 Banks. Strengths: Insurance, investments, planning for retirement
and improving retirement income. Salary: $60K + S Candidate 17201 (CSO / JPP, eJobs Assessment:
Level 1) September 2006
Qualifications: ADFS (FP) – current; DFS (FP); B. Commerce;
Accounting Cert. II FP Industry Experience:
6yrs CSO / Dealer Administrator Prior Experience: 8yrs Sales P/T Strengths: Loyalty, Attention to Detail, Industry
Understanding MYP: Administrator / Promoter Salary: $45k - $50k +
Candidate 17188 (SFP, eJobs Assessment: Level
2) – September 2006
Qualifications: DFP 1-4; ADFP 5-7 with completion in Nov; Advanced Diploma in Accounting Prior Experience: Assistant Accountant and then bought their
own Taxation practice Strengths: Good production figures; loyal; focused. Salary: $70K + base (100K+ OTE)
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