Walter Raspopin

Experience

• 

  Freeman Fox

  Jan 2005 - Jan 2012

  Client Services Manager and Franchise BDM

  Began as Franchise BDM and transitioned into the Client Services Manager role whilst simultaneously servicing the franchise operation. I assisted franchisees in implementing strategies to grow their client base, service their existing clients and implement referral strategies. I was also responsible for servicing clients with specific portfolio questions, investing queries and managed client complaints and issues.

• 

  Big Sky Building Society Limited

  Jan 2013 - Jan 2014

  Retail Banker - Queensland

  Assisted clients with personal and home loans. Arranged and organised loan documentation paperwork. Calculated serviceability, borrowing capacities and repayment options for clients. Discussed and recommended general insurance coverage and assisted customers with daily banking needs.

• 

  WB FINANCIAL MANAGEMENT LIMITED

  Jan 2013 - Jan 2013

  Client Services Officer

  Serviced a portfolio of clients and assisted in preparation of client/adviser appointments. Serviced clients through the investment phase and assisted clients with insurance. Provided progress investment portfolio reporting to advisers. Provided cash flow reporting to clients to track saving progression of recommendations

• 

  Trilogy Funds

  Jan 2015 - now

  Business Development Manager

  As Business Development Manager at Trilogy, it is my focus to liaise with prospective investors and provide awareness and education of Trilogy’s investment offerings especially among Financial Advisers.