This candidate has worked for 11 years at one of the big four banks and is a fully accredited financial planner. With advisory experience in the lending, insurance and investment sector, they have successfully tailored their advice to meet clients goals and consistently booked 10 client meetings weekly. These results have seen this candidate progress into a senior advisory role and mentoring new team members. They have recently built their experience in the insurance sector, encompassing life, trauma and income protection. This candidate is eager to merge their insurance and finance experience to progress into a financial planning role.