Amanda Miasi

Experience

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  Bodyworks Phsyiotherapy

  Apr 2000 - Nov 2001

  Office Manager

  • All client service and office administration duties.• Liaising with the Department of Veterans Affairs (DVA) and private health insurance providers.• MYOB Software for invoicing and expense management

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  South West Financial Management

  Sept 2004 - Mar 2006

  Personal Assistant / Paraplanner

  • DRAFT SOA template software• Implementation of all types of applications and client activity including superannuation, investments, and personal insurance.• Various insurance quoting software• All client service and office administration duties.Paraplanner assisting one financial planner.• Preparation of Statements of Advice (SOAs) for new and existing clients. Strategy exposure includes:- Superannuation- Personal Insurance- Estate Planning

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  Integro Private Financial Consulting

  Apr 2006 - Nov 2009

  Client Service Officer / Paraplanner

  • Use of Visiplan software for client management,and financial modelling.• DRAFT SOA template software• Various insurance quoting software• Implementation of all types of applications and client activity including superannuation, investments, direct shares, personal insurance, managed funds, cash accounts.• All client service and office administration duties.Paraplanner assisting two financial planners.• Preparation of Statements of Advice (SOAs) for new and existing clients. Strategy exposure includes:- Superannuation- Personal Insurance- Retirement Planning including Transition to Retirement and Account Based Pensions- Estate Planning Show less

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  The Wealth Designers

  Nov 2009 - Nov 2011

  Wealth Assistant / Paraplanner

  • Use of Xplan software for client management, IMAP, SOA preparation and financial modelling using XTools+• Management and reporting of Xplan Portfolios (IPS) including direct shares and datafeeds • Creation of coded templates in Xplan• Various insurance quoting software• Implementation of all types of applications and client activity including superannuation, investments, direct shares, personal insurance, managed funds, cash accounts.• Preparation of client review documents.• All client service and office administration duties.Paraplanner assisting one financial planner.• Preparation of Statements of Advice (SOAs) for new and existing clients. Strategy exposure includes:- Superannuation- Personal Insurance- Retirement Planning including Transition to Retirement and Account Based Pensions- Margin Lending / Gearing- Estate Planning Show less

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  Chesterfields Financial Services

  Nov 2011 - Aug 2015

  Senior Paraplanner / Financial Adviser Assistant

  • Use of Xplan software for client management, Action Manager, IMAP, Risk Research, Super Solver, Commpay, SOA preparation and financial modelling using XTools+ including SMSF, companies and trusts.• Management and reporting of Xplan Portfolios (IPS) including direct shares and datafeeds including IOS.• Various insurance quoting software• Management and reconciliation of new business commissions using Commpay.• Creation of coded templates in Xplan including barcoding and Xplan Action Manager.• Implementation of all types of applications and client activity including superannuation, investments, direct shares, personal insurance, managed funds, cash accounts.• Preparation of client review documents.• Training Client Service Officer including preparing Statement of Advice.Senior Paraplanner assisting two financial planners.• Preparation of complex Statements of Advice (SOAs) for new and existing clients. Strategy exposure includes:- Superannuation (predominately SMSFs)- Personal Insurance- Retirement Planning including Transition to Retirement and Account Based Pensions- Margin Lending / Gearing- UK Pension Transfers- Investment advice- SMSF Property Purchases- Centrelink- Estate Planning Show less

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  Ultimum Financial

  Mar 2017 - now

  Freelance Paraplanner