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Nadine Ratwatte

@nadineratwatte

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A Client Service Manager who worked in Financial Planning in Sydney, and Admin in Sydney, Australia.

Sri Lanka

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A Client Service Manager who’s worked for a Financial Planning firm in Sydney, Australia for the last 7 years. I have a background in Administration, Management Accounting, Auditing and Banking.

I have a solid foundation in Superannuation, Retirement Income Streams, Records of Advice and have assisted in the preparation of Statements of Advice for clients.

I have excellent client service skills, am extremely personable with clients and love working as part of a team. Great at multitasking and maintaining professionalism while working with confidential information.

I have outstanding English writing skills and am highly proficient in using Microsoft and Office software and financial management software i.e. Adviser Logic.

EDUCATION

Experience

Work history, roles, and key accomplishments

Client Experience Manager

Parkside Investorplus Pty Ltd

Oct 2021 - Dec 2023 (2 years 2 months)

Setting up new client meetings & report preparation for such.
Servicing existing clients regarding investments, withdrawals, transfer requests etc.
Preparation of Superannuation & Pension applications.
Implementation of SOA’s & ROA’s such as rebalancing of funds, contributions, switches, product conversions etc.
Age Pensions & CSHC’S lodgments on Centrelink.

Communication Skills Project Management Problem Solving Financial Services Financial Management Administrative Work Administrative Office Skills Administrative Support

Administrations Co-ordinator

Barnett Financial Planning

Jan 2017 - Oct 2021 (4 years 9 months)

Administrative and client support for a busy office.
Preparing new client documentation including the Adviser’s FSG, the Fact Find, Risk Profile & other admin documents.
Assisting in the preparation of Statements of Advice.
Preparing applications for Superannuation, Insurance & investments.
In charge of updating company passwords to database.
Maintaining the client database.

Administrative Support Administrative Work