Senior Financial Planning/Adviser Professional
Sydney tutor in Economics, Finance, - Diploma of Financial Planning- RG146- Taxation Planning- Estate planning- Advance investment planning- insurance and risk protection- superannuation and retirement planning- securities and managed investments- Advanced Diploma of Financial Planning- SMSF accreditation- Margin Lending accreditation
Currently a Senior Financial Adviser at one of the Big 4.
I have been providing advice as well as managing junior Financial planners for well over 10 years.
I am available after work hours during the week and most weekends.
I specialise in helping my student with assignments, upcoming exams, tutorial programs, simulating actual client meetings, use of particular software, strategies, products etc.
My on the job training and seniority in my current role will ensure whatever advice/education provided will be upto date with the latest legislation, current work practices etc.
Senior Adviser, currently working full time, Comfortable in all aspects of Financial Advice. range of students:
- university students having issues with assignments, exams
- young professionals starting out their career in Financial planning and wanting advice around running meetings, strategies, Client meeting demeanour, technical and legislative requirements, etc
- mature business owners looking to gain qualifications in Financial advice or looking to start their own practice and wanting advice around all aspects involved.
Bachelors of Electrical Engineering, USYD
Masters of Finance, UTS
Diploma of Financial Planning, Kaplan
Advance Diploma of Financial Planning, Kaplan
SMSF accreditation, CBA
Margin Lending accreditation, Kaplan
$85 per hour
Joined Tutor Finder on 24-Nov-2015 (updated profile on 09-Jan-2019)