Macquarie University

Pinnacle

University of Technology Sydney

Financial Adviser

Generation Private Wealth

Tradewind Wealth Management

I have been preparing advice documents ranging from simple insurance and super rollovers through to more complex plans involving SMSF’s, investment and retirement strategies that require financial modelling and projections.
I am proficient in the use of Xplan Risk Researcher, Wealthsolver and Xtools+, Word and Excel

Soas2U

Contract Paraplanner

•	Prepared & presented advice on super, investment and insurance solutions including key man risk
•	Conducted Financial Health Check campaigns to build client base
•	Presented seminars on financial well-being to Aon corporate super clients to generate business
•	Maintained client work flow and modelled client solutions using Xplan Wealthsolver and Risk Researcher.

Financial Adviser 

•	Conducting initial and ongoing client review meetings face to face or web based to a broad range of clients
•	Advising clients on how to make the most of their super, risk management & asset protection,  cash flow management strategies, debt reduction, tax minimisation, pre & post retirement planning and SMSF strategies.
•	Preparing and presenting strategies and recommendations tailored to clients  goals & objectives 
•	Constructing  personalised investment portfolios suited to their individual risk profile 
•	Maintain client work flow on Xplan and model client solutions using Wealthsolver, Risk 
        Researcher and Xtools

IQ Capital Group

Financial Advisor

•	Developed and implemented marketing strategies to grow the client base
•	Contacted and successfully negotiated with potential referral partners
•	Prepared strategies, financial models and prepared SOA’s and ROA’s for new and existing clients
•	Responsible for client communication including quarterly XPlan performance reports and market  commentary

Financial Professionals

Provided a broad range of financial advice to the accountants client base including: 
o	Structures such as SMSF and trusts 
o	Superannuation advice and tax-effective strategies 
o	Wealth creation, protection and insurance solutions 
o	Retirement planning and social security strategies
o	Prepared and presented seminars on wealth creation and superannuation strategies 
o	Constructed personalised portfolios tailored to suit client risk return profiles

B&B Financial Services

Provided a broad range of strategic and client-driven solutions to individuals and SMEs on: 
o	The most appropriate structures such as self-managed super funds and trusts 
o	Wealth accumulation and tax-effective strategies 
o	Borrowing inside SMSF’s and gearing strategies 
o	Retirement planning and social security strategies
o	Building diversified portfolios tailored to meet specific financial goals

Capricorn Investment partners

•Advise on asset allocation, investment menus and investment strategies for a range of clients, including financial institutions, financial planners, dealer groups, industry funds and high net worth individuals
•Construct, monitor & review model portfolios and make recommendations on product & manager selections
•Provide detailed performance reports and commentary on economic conditions and their likely impact on various asset classes 
•Present investment views and recommendations to Boards, investment committees, industry conferences and client PD days
•Write informative investment commentaries for publication on the Morningstar website and financial magazines.
•Develop sales and marketing strategies for Morningstar’s consulting services to build up Morningstar’s consulting revenue base

Morningstar

Investment Consultant

•Conduct, analyse and interpret qualitative and quantitative research on fund managers and managed investment products
•Provide a detailed written assessment, viewpoint and rating of investment managers and products for distribution to InvestorWeb Research client base

InvestorWeb

Senior Research Analyst

•	All facets of portfolio management responsible for the management of an $850m International Fixed Interest portfolio  
•	Achieved above average returns (Intech Survey) for the ING international fixed interest portfolio 
•	Presented and marketed IIM’s fixed interest portfolios and investment processes to asset consultants, BDM’s and potential & existing clients
•	Member of the IIM Asset Allocation Committee that formulated IIM’s overall asset allocation decisions
•	Prepared weekly, monthly and quarterly performance commentary and IIM’s fixed interest Houseview for IIM’s client base.

Sallyanne Cook