joshua teh

senior financial planner and director

About

I have worked in the Financial Services industry for more than nine years, working across portfolios such as, share trading, lending, strategic financial advice, superannuation and retirement planning, business, group and personal life risk insurances . I am committed to working closely with my personal, small business and professional clients to provide them with personalised customer service and deliver tailored strategic superannuation and life insurance advice and solutions that meet their needs.

Country

australia

City

perth

Industry

financial services

Skill

retirement planning, financial services, superannuation, investments, insurance, income protection, financial advisory, life insurance, pensions, risk management, finance, wealth management, wealth, wealth accumulation, investment advisory, critical illness, strategic financial planning, investment strategies, high net worth individuals, asset allocation, loans, securities, small business, financial planning, estate planning, financial risk, people skills, communication skills, commitment to customer service, retirement, wealth management services, relationship management, disability insurance, portfolio management, banking, customer service, financial planners, term life insurance, financial goals, succession planning, personal financial planning, business relationship management, key person insurance, retirement savings, wealth preservation planning, group insurance, independent financial advice, client services, brokers, defined benefit

Experience

superannuation and business and personal life risk advisor

nexus life

2012-7 - 2014-10 · 2 yrs 4 mos

* Provide life risk management solutions to business and personal clients. * Areas of speciality; * Business Risk (Buy/Sell, Keyman, Business Expenses) * Personal Life Risk Products (Life, Total Permanent Disability, Critical Illness and Income Protection) * Superannuation Consolidation and Retirement Planning (Master trusts and Wrap Accounts)

financial advisor

bank of the west

2011-4 - 2012-7 · 1 yr 4 mos

Provide Financial Advice to Personal Retail Clients. I looked after a team of Mobile lenders and a couple of Bank Branches providing personal advice to their clients.

client servicing advisor

axis financial group

2010-10 - 2011-4 · 7 mos

Provide Superannuation and Life Insurance advice to Exited Corporate members. Managed indirect servicing to individual client base

technical advisor

axis financial group

2009-11 - 2010-10 · 1 yr

* Prepared Statements of Advice * Provide Technical support to clients and Advisers * Active member of the AXIS investment Committee * Design Quoting tools for Corporate Insurance Plans * Assist with fine tuning company procedures

senior administrator

axis financial group

2007-5 - 2009-11 · 2 yrs 7 mos

* Key Contact Person for a panel of Corporate Superannuation and Insurance Clients. * Responsibilities included; * Corporate Super Fund reporting * Assisting Corporate Advisers/ CEO * Assisting corporate clients and employees with general queries. * Preparing limited Statements of Advice * Provide Personal Life Insurance Quotes

trading representative

iwl

2006-5 - 2007-5 · 1 yr 1 mo

* Place Trades on the Australian Stock Exchange of behalf of clients. * Provide market rules and share trading guidance to retail customers. * Assist clients with the day to day management of of a share portfolio