I have four years of experience in the Australian Financial Planning Industry as a ----------- this role, I have collaborated with Financial Advisers from various Licensees and Practices to create comprehensive Statement of Advice (SOA) and Record of Advice (ROA) documents, ranging from simple to complex. Some of my key responsibilities include:
- Maintaining up-to-date client information in XPlan by accessing different provider portals and communicating with providers through phone or email.
- Working closely with advisers to develop tailored strategies that align with the client's goals.
- Utilizing XTools+ to model different strategy scenarios and Wealthsolver to prepare investment and product comparisons.
- Conducting insurance needs analysis and generating quotes using Risk Researcher.
- Crafting well-prepared Statement of Advice or Record of Advice documents.
- Expertise in advice strategies areas such as Superannuation (Superannuation Contributions and Superannuation Investment Portfolio), Retirement Planning and Retirement Income Modelling, Personal Insurance, Investment, Self Managed Super Fund (SMSF), Debt Management, Estate Planning, Cashflow and Budgeting.
- Handling administrative tasks like data entry, INA, and Pre-SOA Modelling.
Conducting ad-hoc peer checks for SOA and ROA documents to ensure compliance.
I am proficient in using XPlan software and skilled in utilizing its tools such as Risk Researcher, Wealthsolver, and XTools+ Modelling.
