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 17819 (Financial Planner, eJobs Assessment: Level 2) – January 2007

Qualifications: ADFS(FP); Degree.

FP Industry Experience: 2 yrs + Paraplanning and Advising.
Wants: A better paying, holistic Adviser role in Coffs Harbour with more HNW clients.

Strengths: Strong strategically having been well mentored; good marketing skills.
MYP: Driver / Promoter behavioural style

Salary: $45K +

Candidate 17781 (PP/JFP, eJobs Assessment: Level 1-2) – January 2007

Qualifications: Full DFP from Bachelor of Business in Financial Planning; Currently SMSF Accreditation course.

FP Industry Experience: 2 years 4 months in the one practice commencing as Paraplanner and still doing this as part of his Advising.
Wants: To relocate to Coffs Harbour. Paraplanning or Review Advising role.

Strengths: Loyal; just starting out in Advising; good grounding.
Software: In-house FP software.

MYP: Supporter / Promoter behavioural style

Salary: Around $50K+ + S

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

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