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I commenced my role with All Financial Services as a temporary part-time receptionist in 2014 while in the process of completing a working-holiday throughout Australia. Following a series of conversations with management regarding my academic background in Economics and International Finance and my practical experience in commercial banking , I was offered a position as a trainee Financial Planner which I just couldn't turn down.
All Financial Services has also afforded me the opportunity to persue further academic qualifications including an Advanced Diploma in Financial Planning and I am currently working towards completion of the Certified Financial Planner (CFP) Designation.
What do you do at AFS?
Currently, I am an Associate Adviser and work in conjunction with Principal Adviser Alex Brown to develop financial plans for our new clients. I work with clients throughout the initial stages of their financial planning journey and help them to identify financial goals and objectives and assist with the research that supports our advice recommendations to help clients achieve these goals.
I also work independently to service our ongoing clients; conducting annual planning meetings and reviewing existing strategies to ensure that our clients stay on track to meet their financial goals.
Why did you choose AFS as an employer?
AFS has a strong client engagement culture, and ultimately the team work extremely hard to ensure that each and every client is set on the right track for meet their financial goals. Each and every client is treated with dignity and respect, and advisers consistently go out of their way to ensure client satisfaction.
AFS as an organisation supports professional development, pushes you out of your comfort zone and challenges you on a daily basis. The social ambiance here is second to none, and the open plan office ensure that all of us blend seamlessly to ensure that all client requirements and expectations are met and surpassed.
Why the financial planning profession?
Financial planning offers me a career with diversity and global recognition. I have the ability to make a real difference in people's lives, while also growing as a professional. The profession is consistently evolving, is never dull and in my opinion offers a very satisfying life.
My interactions with clients for all walks of life keep me social and I thoroughly enjoy working towards various lifestyle and financial goals with them. Whether buying a first home, planning a family, looking at an investment property or starting to plan for retirement, working with clients at various life stages has inspired me professionally and personally.
Why should people seek financial advice?
My three rules of thumb regarding financial advice are:
- Do not leave your financial future to chance
- Make your assets work harder
- Protect what's important
While clients seek advice for a variety of reasons, I think that fundamentally all concerns can be categorised into one of these three areas. Clients sleep better at night knowing that their financial future is safe in the hands of dedicated professionals like AFS.
What does your photo say about you?
I love to travel... like really LOVE to travel. Whether it's a weekend away exploring a new city, island hoping in tropical paradises, or trekking in some of the world's most remote areas. I'm a strong believer in work hard, play hard and I count myself very fortunate that AFS affords me the opportunity to continue pursuing what I love.
Tell us something we don't already know about you.
I am originally from Ireland..... and hate vegemite. How un-Australian of me.