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Louis Littler

@louislittler

Associate Adviser at Financial Framework, preparing client reports and coordinating operations to support financial advisory services.

Australia

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At Financial Framework, I prepared client reports, presentations and supporting documentation, maintaining accuracy, completeness and compliance. I also coordinated operational activities to support timely delivery of financial advisory services.

I engaged with prospective clients and worked with internal stakeholders to identify client requirements, resolve issues and support service delivery.

At Grove Securities, I processed client transactions and payments, maintained accurate client records, and coordinated with fund registries and external providers to resolve operational issues.

At Macquarie Group, I managed client onboarding, platform operations and complex client queries. I also managed complaint cases and contributed to process improvements; earlier, I supported Wrap products and payment operations at BT Financial Group.

Experience

Work history, roles, and key accomplishments

Associate Adviser

Financial Framework

Mar 2025 - Aug 2026 (1 year 5 months)

Prepared client reports and documentation while coordinating administrative activities to support timely delivery of financial advisory services. Engaged with prospective clients and managed competing priorities to support business development.

Client Services Case Management Problem Solving Attention To Detail Teamwork Leadership Operations Financial Reporting Microsoft Office Data Accuracy Process Improvement Reconciliations KYC AML Financial Control

Associate Adviser

Grove Securities

Feb 2024 - Mar 2025 (1 year 1 month)

Processed client transactions and payments with accuracy and adherence to internal controls. Managed client records, liaised with fund registries, and coordinated administrative activities to support service delivery.

Payment Processing Account Management Transaction Processing Client Onboarding Banking Operations Financial Reporting Microsoft Office Data Accuracy Reconciliations KYC AML Financial Control

Senior Client Outcomes Specialist

Macquarie Group

Oct 2022 - Dec 2023 (1 year 2 months)

Managed end-to-end client onboarding and platform operations, ensuring accurate account setup and data integrity. Investigated and resolved complex client issues while collaborating with internal teams to support service delivery.

Client Onboarding Platform Operations Data Accuracy Problem Solving Process Improvement Stakeholder Management Compliance Attention To Detail

Case Management Specialist

Macquarie Group

Aug 2021 - Oct 2022 (1 year 2 months)

Managed complex client and operational queries, including end-to-end complaint cases, ensuring timely and compliant resolutions. Created and maintained knowledge-base documentation in Confluence to improve access to key processes.

Case Management Complaint Handling Investigation Documentation Confluence Problem Solving Attention To Detail Time Management

Wealth Service Consultant

Macquarie Group

May 2021 - Aug 2021 (3 months)

Delivered front-line operational support for platform and Wrap products, handling high volumes of client and Financial Adviser enquiries. Resolved platform, account, and transaction-related queries accurately and professionally.

Client Services Communication Skills Problem Solving Platform Operations Account Management Attention To Detail Time Management

Customer Solutions Specialist

BT Financial Group

Jan 2020 - May 2021 (1 year 4 months)

Supported payment processing and account management operations for Wrap products, ensuring accuracy and compliance. Processed high volumes of client transactions and investigated discrepancies to maintain financial record integrity.

Payment Processing Account Management Transaction Processing Reconciliations Data Accuracy Compliance Problem Solving

Education

Degrees, certifications, and relevant coursework

Curtin University

Bachelor of Commerce, Economics and International Relations

Bachelor of Commerce with a focus on Economics and International Relations, providing a broad foundation in business, financial and economic principles.

Kaplan Business School

Graduate Diploma, Financial Planning

Postgraduate-level Graduate Diploma in Financial Planning, focusing on financial planning principles and professional responsibilities in a regulated financial services environment.