Available Candidates
See a selection of our candidates currently looking for work. Updated frequently, so check regularly if you’re in need of top talent for your business.
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Senior Client Officer
$90k + Super
Victoria
Permanent / Full Time
With 10+ years in financial services, this expert excels in client services, operations management, and technical support, with proven success in implementing quality frameworks and managing vendor transitions, supported by advanced qualifications in Finance and Financial Planning.
With 10+ years of experience in financial services, operations management, and technical support, this candidate brings a wealth of expertise across client services.
They have successfully implemented a quality assurance framework, managed vendor transitions, and led numerous efficiency projects, demonstrating their ability to drive operational excellence and enhance service delivery. Their skill set includes exceptional client relationship management and comprehensive operations oversight in superannuation, managed funds, and investments.
Their academic credentials, including a Bachelor’s degree in Finance, an Advanced Diploma in Financial Planning, and a Graduate Certificate in Applied Finance, underscore their commitment to professional growth and depth of knowledge.
This combination of hands-on experience and advanced qualifications positions them as a highly capable professional, adept at improving processes and fostering strong client relationships in complex financial environments.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Senior Financial Planner
$150k + Super
Victoria
Permanent / Full Time
With 10+ years of experience in financial services, this expert excels in client management, financial planning, and sales leadership, consistently driving high revenue, and managing 170+ client portfolios, with an award-winning performance.
With 10+ years of experience in financial services, this professional has excelled in key roles spanning client management, financial planning, business development, and sales leadership.
They have a proven track record of consistently generating high revenue, managing portfolios of over 170 clients, and rapidly increasing funds under management. Their strong educational foundation in financial planning, coupled with ongoing professional development, highlights their commitment to staying at the forefront of the industry.
Awarded Best Growth Driver and recognised for consistently exceeding KPIs, they possess a remarkable ability in client advisory, portfolio management, asset allocation, and regulatory compliance.
This blend of experience, achievement, and expertise positions them as a highly capable individual who can drive significant business growth and deliver exceptional results in dynamic financial environments.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Audit Manager
$110k + Super
Victoria
Permanent / Full Time
With 10+ years in auditing experience, including senior roles and team management, this CPA with advanced degrees excels in financial reporting, risk identification, and proficiency with XERO, MYOB, QuickBooks, and Microsoft Dynamics.
10+ years of auditing experience, including a role as a Senior Auditor managing up to 8 junior staff and reporting directly to directors, this candidate offers a solid blend of leadership and technical expertise.
They hold certifications as a Certified Public Accountant and have earned a Master of Professional Accountancy as well as a Bachelor of Business Administration in Accounting & Finance, underscoring their deep commitment to the field.
Their proficiency with XERO, MYOB, QuickBooks, and Microsoft Dynamics further enhances their capability in financial reporting and risk management. Known for their exceptional ability to identify financial risks and provide strategic recommendations, they excel in improving business controls and enhancing operational efficiency.
This comprehensive background positions them as a highly skilled professional capable of driving financial accuracy and organisational success.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Mortgage Broker
$100k + Super
Victoria
Permanent / Full Time
With 6+ years in customer service and 5 years in management, including leading a team of 10, this candidate combines strong leadership, a Diploma in Finance and Mortgage Broking Management, and exceptional client relationship skills.
6+ years of experience in customer service and 5 years in management, this candidate has successfully led a team of 10 and brings a solid foundation of leadership and client-focused expertise.
Their commitment to the financial sector is demonstrated by their completion of a Diploma of Finance and Mortgage Broking Management, further enhancing their skill set.
At Crown, they honed their strong interpersonal skills and client relationship management abilities, navigating disputes and challenging situations with tact and resilience.
This diverse background equips them to effectively manage client expectations and cultivate lasting relationships, making them a valuable asset in delivering exceptional service and driving business success in dynamic environments.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Loan Processor
$85k + Super
Victoria
Permanent / Full Time
30 years of comprehensive experience in lending across both public and private sectors, 10+ years in management, expert in lead generation, and dedicated to outstanding customer service.
30 years of comprehensive experience in lending across both public and private sectors, this Loan Processor is a seasoned expert who brings a wealth of knowledge and expertise to the table.
Their deep industry insight is complemented by 10+ years of management experience in business development and relationship management, where they have consistently demonstrated a strong ability to lead teams and drive strategic growth initiatives.
Known for their extensive professional network, they possess a unique capability to generate leads and referrals independently, leveraging their large contact base to significantly benefit any organisation they join. Their commitment to delivering exceptional customer service is unwavering, viewing it as the cornerstone of their professional ethos.
This dedication not only enhances customer satisfaction but also builds lasting relationships, making them a valuable asset to any team focused on growth and excellence.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
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