Valerie RIVET

En résumé

Entreprises

• Centric Wealth - Wealth Adviser

  2012 - maintenant Key Responsibilities and Achievements:
  * Main focus is to bring in new business and retain existing client base. ;
  * Transition existing clients to new service.
  * Re-price existing clients.
  * Develop niche target markets. ;
  * Conduct timely reviews for existing clients. ;
  * Build relationships with existing clients as focus has moved from investment specific conversations.
  * Task Statement of Advice / Record of Advice production to the centralised paraplanning team.
  * Responsible for portfolio recommendations and Centric's Investment Program transitions and repricing.
  * Responsible for the quality and compliance of advice given to clients.
  * Keep up to date with investment and financial planning specific material.
  * Use of X-Plan.

• AXA - Technical Services Consultant

  2010 - 2012 Key Responsibilities and Achievements:
  * Writing and reviewing technical papers. ;
  * Research legislation using tools available in providing technical support and develop strategies for advisers.
  * Presenting technical updates and strategies to internal parties (technical team, paraplanning) and external parties (advisers).
  * Maintain and assist in the development of technical resources and educate advisers on their value add.
  * Contribute to Paraplanner forums with updates, case studies and analysis.
  * Ability to be fully up to date with both legislative and technical developments, and be able to apply these developments for advisers in specific client situations.
  * Assist in the development and maintenance of technical resources, including tools, technical content on websites and presentations.
  * Check marketing material for technical sign-off. ;
  * Technical support for advisers via phone and email on financial planning technical issues, within service standards relating to accuracy and timeliness.
  * Technical support for other Financial Advice Network (FAN) teams as required on financial planning technical matters.
  * Maintain strong relationships with advisers, internal teams, business partners and other technical units.
  * Assist Advice and Compliance areas on technical issues, as required.
  * Fostering productive relationships across other business areas to assist in the achievement of internal business objectives.
  * Contributing and participating in a team environment by willingly sharing knowledge and technical expertise.
  

Formations

• Financial Planning Australia (Melbourne)

  Melbourne 2006 - 2009 Certified Financial Planner (CFP)

• RMIT University RMIT, Royal Melbourne Institute of Technology (Melbourne)

  Melbourne 2002 - 2006 Financial Planning

Réseau

Pas de contact professionnel