Summary
Overview
Work History
Education
Skills
Interests
Additional Information
Timeline
Generic

Chantelle Schofield

Auckland,AUK

Summary

Senior Licensed Financial Advisor with expertise in investments and insurance, currently mentoring/training new advisors to achieve licensing and certification. Experienced in client onboarding, relationship management, and delivering tailored financial solutions. Entrepreneurial project manager with a proven track record in property investment and renovations. Strong leadership, operational, and customer service skills across financial services and hospitality industries.

Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any role.

Overview

14
14
years of professional experience

Work History

Advisor Mentor Manager & Senior Financial Advisor

The Advice Hub
12.2020 - Current
  • Train and mentor new advisors through licensing and certification.
  • Onboard clients and deliver tailored investment and insurance solutions.
  • Ensure compliance with industry regulations while growing client portfolios.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.

Owner & Project Manager – Property

Iwaka LTD
01.2024 - Current
  • Manage property investment projects including house flips and renovations.
  • Coordinate budgets, contractors, timelines, and stakeholders.
  • Ensure homes meet Healthy Homes standards and are market-ready.
  • Create community employment and skill-building opportunities.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.

Resort Manager

Ranginui’s Retreat, Cook Islands
01.2012 - 01.2020
  • Managed front-of-house operations and resolved guest enquiries.
  • Collaborated with senior management and travel agents to promote the business.
  • Organized guest transfers, staff rosters, and delegated operational tasks.
  • Prepared and distributed promotional materials; updated website and booking platforms.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.

Part-Time Activities Coordinator

Wet & Wild, Cook Islands
01.2013 - 01.2019
  • Delivered lessons in kite surfing, wakeboarding, kayaking, and SUP and whale swimming safety.
  • Enhanced participant engagement by incorporating creative activities and events into the daily schedule.
  • Managed accommodation, hospitality, and boat charter enquiries.
  • Organized private, group, and corporate tours including island hopping and water sports.
  • Supervised guests for safety and optimal experience.
  • Promoted tours to tourism industries, communities, and interest groups.

Education

University Diploma And Bachelor in Health Science -

AUT
Auckland, NZ

Skills

  • Financial & Advisory Skills: Investments & Insurance, Client Onboarding, Compliance
  • Leadership & Mentoring: Team Training, Staff Coordination, Operational Management
  • Project Management: Property Renovations, Budget & Timeline Oversight, Stakeholder Management
  • Customer Service & Hospitality: Guest Services, Event & Activity Coordination, Marketing & Promotions
  • Technical Skills: Website Management, Booking Platforms
  • Written communication
  • Analytical thinking
  • Time management

Interests

-Coaching and training children as well as novices in Waka Ama (Paddling)

-Coaching and training children in rugby while learning safely

-Swimming with whales and reading a book on the beach

Additional Information

  • Strong communication, leadership, and interpersonal skills
  • Entrepreneurial mindset with project management expertise
  • Fluent in English

Timeline

Owner & Project Manager – Property

Iwaka LTD
01.2024 - Current

Advisor Mentor Manager & Senior Financial Advisor

The Advice Hub
12.2020 - Current

Part-Time Activities Coordinator

Wet & Wild, Cook Islands
01.2013 - 01.2019

Resort Manager

Ranginui’s Retreat, Cook Islands
01.2012 - 01.2020

University Diploma And Bachelor in Health Science -

AUT

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Chantelle Schofield