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Focused Financial Advisor able to handle wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Driven financial advisor with five years of experience in portfolio management. Works with clients to understand financial goals and develop profitable investment strategies. Moves fast with high attention to detail and excellent problem-solving skills.

Sheffield, UK DOB: 15 June 1983 Nationality: Italian, Australian CAREER PROFILE Professional wine expert with 25 years’ experience in the hospitality industry, wine trading and financial business. With competence in managing wine lists, leading teams of 5-30 people and customer financial advice, by employing SAP, Microsoft Office, Google Apps and ePortals. I am a highly-motivated, conscientious and competent collaborator with in-depth wine knowledge and expertise within the marketing and finance sectors. With a proven track record of achievement, I can bring positivity, support and a creative mindset to any team. MOTIVATION I pride myself on my dedication to continuous professional development, taking ownership of challenging problems and maintaining high standards. I am confident I can add value to your organisation by ensuring the best service possible to your customers. I have a strong adaptability the work environment and a deep willpower for improvement. I am independent and determinate, which is demonstrated by my career progression and the accomplishment of several certificates achieved while working full-time. I look forward to being part of a talented team with whom I can share my passions, develop professionally and seek ways to help my employer grow and save money at the same time. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Expert Sommelier with strong track record of success in running efficient and profitable operations. Equipped with necessary abilities and knowledge to revitalize business and increase market share with proven strategies and innovative mindset focused on effective promotion and customer relations. Superior knowledge of wine, spirits and cocktails desired by [Type] guests. Astute wine professional offering [Number] years of expertise working for top-notch establishments. Highly communicative and well-educated with strong marketing skills. Experience as sommelier at one of [Location]'s five-star restaurants. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Industrious Buyer adept at keeping costs under control while optimizing inventory for usage needs. Versed in recordkeeping and production requirements. Bringing [Number]-year track record of success in [Type] industry. Detail-oriented professional with strong background in purchasing, vendor management and inventory control. Proven track record of identifying cost savings opportunities and developing and executing strategies to maximize sales and profits. Considered valuable asset to any team. Goal-oriented recruiting professional motivated to achieve demanding targets under tight deadlines. Proficient in developing and overseeing diverse candidate pipelines, marketing plans and advertising strategies. Focused on using effective recruitment strategies and candidate pipelines to meet employment needs. Leverages traditional and online methods to bring in top talent.

At AIA (Thailand) CO. LTD, I excelled as a Financial Advisor, leveraging my expertise in investment planning and exceptional relationship-building skills to enhance client satisfaction and portfolio performance. I pioneered retirement planning services, significantly boosting referral business through strategic financial advising and personalized client education. My mentorship of junior advisors underscored my commitment to team growth and client success.
Diligent BROKER with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Motivated [Job Title] with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 32 years of success supporting client financial goals through astute investment guidance.
I have recently moved my family to Queensland after being overseas for 26 years holding sales and trading roles in London and Hong Kong. My children have started at The Southport School and we have currently re-located to the Gold Coast.
I am completed my Graduate Diploma of Financial Planning through Kaplan in order to then complete the required ASIC qualifications.
I previously resided in Clearwater Bay in Hong Kong with my wife Louise and two sons Charlie and Thomas since 2005. I'm active playing league tennis, golf, hiking and water sports. Long standing member of the Clearwater Bay Golf Club, Hong Kong. Meticulous former Managing Director with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Kevin Taylor, CFP®

Summary

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Financial Advisor

Temporary Sales Assistant

Education

Bachelor of Science - Finance

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Certification

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Financial Advisor

Temporary Sales Assistant

Bachelor of Science - Finance

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