Open To Work
Hi, I’m
M Flavy
Auckland,AUK
Summary
Advisor Associate Financial Planning with RG 146 Certified and Advance Diploma in Financial Planning.
Credit Licensed trained RG 209 for Small Credit Application and MoneySoft Budgetary Advicer.
Diligent Customer Service with solid background in providing strategic advice and support. Proven track record of customer solutions that enhance operational efficiency and stakeholder satisfaction. Demonstrated expertise in analytical thinking and effective communication in
Complaint Resolution Extraordinaire.
Deep interest in beautician and hair problems as personal hobby and vocational career.
Overview
18
years of professional experience
1
Year of post-tertiary education
Work History
AustralianSuper
Customer Solutions Specialist
01.2019 - 05.2025
Job overview
- Developed tailored customer support solutions to enhance client satisfaction and retention.
- Collaborated with cross-functional teams to address complex customer concerns effectively.
- Analyzed customer feedback to identify trends and improve service delivery processes.
- Trained new team members on best practices for customer engagement and issue resolution.
- Implemented process improvements that streamlined response times and increased efficiency.
- Led initiatives to optimize the use of CRM systems for better data management and reporting.
- Mentored junior specialists, fostering an environment of continuous improvement and learning.
- Managed a high volume of inbound calls, maintaining professionalism and efficiency under pressure.
- Conducted regular follow-ups with customers, solidifying relationships and ensuring ongoing satisfaction.
- Kept accurate records of customer interactions to be used for training, quality assurance and future reference.
- Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Escalated customer issues to management for appropriate action to be taken.
AustralianSuper
Fund Manager
03.2019 - 12.2019
Job overview
- Maintained full compliance with industry regulations, ensuring the utmost integrity in all aspects of fund management operations.
- Developed strong relationships with clients regarding their fund status and assisting the retrieval process in alignment with the policy
- Collaborated with team members to service tailored to individual client needs.
- Administered operational processes within the fund management team, resulting in increased productivity and cost savings.
- Temporary contractor
Financial Circle
Advisor Associate
11.2017 - 12.2018
Job overview
- Administering Insurance Quotes and underwriting assessment
- Fact Findings
- Comparison for Superannuation Investment and Switching by Chantwest
- Lonsec Rating Selection investments
- Working Collaboratively with Peer Advisor
- Joined Client Questionnaire in Fact Finding Interview Scoped in Investment Risk Profile
- Providing support to the team to ensure new existing client relationships are managed
- Assisting with business development
- Maintain long term client relationships
- Attend client meetings with Senior Advisers
- Superannuation Switching Rationale
- Insurance Switching
- Budget CashFlow
- Financial Planning
- Debt Management
- Liaison Customer Service Officer and Planner
- Diploma Financial Planning (DFP)
- Developed comprehensive financial reports to support client decision-making processes.
- Collaborated with cross-functional teams to enhance operational efficiency and streamline workflows.
Foreman Financial
Associate Financial Advisor
01.2016 - 12.2017
Job overview
- Conducted comprehensive risk assessments to inform investment decisions.
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
- Kept up-to-date on industry trends and market movements to provide informed guidance to clients at all times.
- Maintained thorough documentation of all client interactions as per regulatory requirements.
- Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.
- Supported senior advisors in preparing presentations for client meetings, ensuring accurate data representation while also highlighting relevant insights.
- Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
Marsh & McLennan Companies
Administration Officer
04.2015 - 12.2015
Job overview
- Statement of Balance Administration
- Assisting Withdrawals under Condition of Releases
- Processed Kiwi Savers Superannuation
- Administering Process of Withdrawals
- Handling Inquiries in Investment
- Member Online Account
TAL
Insurance Broker/ Sales Agent
10.2014 - 08.2015
Job overview
- Retained 35% of policyholders during annual renewal period.
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Processed policy application, payments, endorsements.
- Called 30 warm leads each week to expand client base.
AEGIS
Complaint Resolution Coordinator
09.2009 - 11.2013
Job overview
- Administer Resolution to Telstra all products through all departments
- Email resolution and proposed outcomes
- Handling Telecommunication ombudsman complaints Tier 1
- Provided accurate and appropriate information in response to customer inquiries.
- Improved customer ratings by 75%.
- Addressed customer service inquiries in a timely and accurate fashion.
- Formulated focused and individualized resolutions aimed to peacefully settle disputes.
AEGIS
Sales Representative
05.2007 - 08.2009
Job overview
- Met incoming customers and provided immediate assistance.
- Listened to customer needs and preferences to provide accurate advice.
- Increased purchase totals.
- Solicited referrals from satisfied clients.
- Achieved high monthly sales goals.
- Developed and executed sales promotions.
Education
University of AucklandAuckland, New Zealand
Post Graduate Degree from Business Administration
01.2007
University Of AucklandAuckland, New Zealand
Bachelor from Bachelor Commerce
01.2007
IntegrityMELBOURNE, Victoria, Australia
Advance Diploma from Advance Financial Planning
06.2018 - 11.2019
IntegrityMelbourne, Victoria, Australia
Diploma from Financial Planning
01.2015
Skills
- Insurance quote analysis
- Superannuation transition planning
- Debt reduction strategies
- Conducting fact findings
- Personalized financial strategy development
- Effective client support
- Client relationship management
- Advisory consultant
- Knowledge of RG 209 compliance
- Organizational time strategies
- Problem-solving skills
- Logical evaluation
- Goal-oriented planning
- Effective problem resolution
- Coaching and guidance
- Informed decision-making
- Data evaluation
- Regulatory compliance knowledge
- Information gathering
- Customer engagement
- Effective listening
- Expertise in product features and benefits
- Client engagement strategies
- Sales tactics formulation
- Project execution
- Risk management assessment
- Measurable goal planning
- Performance analysis
- Financial assessment
- Negotiation
- Regulatory compliance
- Persuasion techniques
- Report generation
- Industry knowledge
- Empathy and understanding
- Interdepartmental collaboration
- Interpersonal communication
- Organizational skills
- Attention to detail
- Task prioritization
- Administration collaboration
- Policy and procedure improvements
Affiliations
- MFAA
- FINRA
- CFA
Languages
English
Full Professional
Indonesian
Native or Bilingual
Interests
- I like trying new recipes and food trends.
- Gym Workouts
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination.
- Acting and Theater
- Music
- Hair dresser training and beauty
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Oracle, Telstra, Health
Additional Information
Please contact me on this address below
Email address: flaupase@gmail.com
Phone 02040068286 ( with appointment via email)
Timeline
Fund Manager
AustralianSuper
03.2019 - 12.2019
Customer Solutions Specialist
AustralianSuper
01.2019 - 05.2025
Integrity
Advance Diploma from Advance Financial Planning
06.2018 - 11.2019
Advisor Associate
Financial Circle
11.2017 - 12.2018
Associate Financial Advisor
Foreman Financial
01.2016 - 12.2017
Administration Officer
Marsh & McLennan Companies
04.2015 - 12.2015
Insurance Broker/ Sales Agent
TAL
10.2014 - 08.2015
Complaint Resolution Coordinator
AEGIS
09.2009 - 11.2013
Sales Representative
AEGIS
05.2007 - 08.2009
University of Auckland
Post Graduate Degree from Business Administration
University Of Auckland
Bachelor from Bachelor Commerce
Integrity
Diploma from Financial Planning