Investment consultant
H & T Real Estate
Melbourne , Australia
02.2019 - 04.2019
- Determined financial situation of clients by gathering and analysing financial documentation.
- Delivered high-quality consulting, supporting clients to meet and exceed short- and medium-term financial goals.
- Demonstrated strong interest in financial planning, current affairs, and financial markets.
- Recommended solutions to help clients maximise compliance with financial services regulations.
- Maximised referral opportunities and reciprocal business by delivering exceptional consultancy service exceeding client expectations.
