Alyssa Adato

Manage insurance workflows from product research and quotation through application, implementation and ongoing review. Author financial plans, quotations and supporting client documentation within required turnaround times.

Produced insurance quotations, product comparisons and client documentation within established service deadlines. Evaluated product options and prepared adviser support analysis and client presentation materials.

Completed product training, explained funeral-plan solutions and supported clients throughout the sales and servicing process.

Prepared regulated financial advice documentation, product comparisons and supporting analysis for client recommendations. Produced ongoing client-review documentation and recommendation packages for annual reviews.

Authored regulated financial recommendation reports based on client financial information, objectives and adviser strategies. Reviewed advice documents for accuracy, completeness, quality and Australian regulatory compliance.

Supported the launch of paraplanning services for major Australian financial services clients, including Commonwealth Financial Planning. Authored and reviewed regulated financial recommendation reports covering investment, retirement, insurance, cash flow and debt management strategies.

Passed the Philippine Insurance Commission licensing examination, completed investment linked insurance training and conducted client financial-needs analysis.

Progressed from intern to Junior Paraplanner after completing Australian financial-advice regulatory accreditation. Analysed client financial positions, portfolios and financial statements to support strategy development.

Pursuing a Professional Diploma in Financial Advice (QFA Pathway) in progress.

Earned a Bachelor of Science in Business Administration with a major in Financial Management from 2010 to 2014.

Completed a Diploma of Financial Planning in 2014.