Kyle Sear

Responsibilities:

• Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
• Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.

Responsibilities:

• Help clients reach their financial goals by providing investment Advice and planning (CSC and IFIC)
• Perform cash flow analysis with clients and assist with Credit and Secured Lending applications
• Recognised on the National FSR Leaderboard in 2022 and 2023
• Utilise partners to ensure clients receive an extensive banking experience
  

Responsibilities:

• Develop and mentor young players to reach their potential.
• Head Coach for a girls team, provide a safe environment to allow the players to develop on and off the field.

• Process day to day financial transactions quickly and accurately.
• Regularly hit sales targets for financial products and services.
  

Responsibilities:

• Assisting with timely and accurate preparation of Financial Statements.
• Processed Financial Transactions as per operating procedures and regulations.