Altitude

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New Adviser on the Block – Janik’s Proper Authority!

Article By Adam Hurwood | | Financial Planning, General News
Janik began his career by studying at Griffith University as, at the time, it was the only university with a dedicated financial planning degree. He graduated with a Bachelor of Commerce (Financial Planning Major) in 2008 and began working here at Altitude in the same year.

Janik started as our financial planning Client Services Officer where his main focus was administration, financial planning paperwork and implementing the advisers’ recommendations to our clients. Janik has always been very focused and thorough and quickly progressed to Client Services Manager, which saw him take on the extra responsibility of full management of our 6-monthly portfolio review process.

Janik excelled in this area and began also taking on some junior para-planning duties, as well as completing a Post Graduate Diploma of Financial Planning with KAPLAN. At the completion of his Post Graduate Diploma, Janik transitioned to a more full-time para-planning role. As part of his role in para-planning, Janik became an additional member to the investment committee where they manage investment decisions on client portfolios.

After gaining much experience as a para-planner, Janik then earned the title Senior Para-Planner; and along with it the new responsibility of mentoring and coaching the Client Service Officers and the Para-Planners. Mentoring has since become one of Janik’s strengths and he has even received colleague recognition for this. As a Senior Para-Planner, Janik had become ‘one of the right hand men’ to all of the Advisers within the office by helping to ensure that everything ran smoothly behind the scenes.

After all of Janik’s hard work and dedication over the years, we are happy to announce that he has now received his Proper Authority, meaning that he is a licenced financial adviser able to provide financial planning advice to clients. Janik is looking forward to taking on more responsibility in managing his own clients, he will continue to help the directors with the more complex client strategies and is also the relationship manager for our product and insurance providers. In the future Janik also hopes to further his qualifications by obtaining the Certified Financial Planning (CFP) certification.

The Directors and Team at Altitude would like to congratulate Janik on all of his hard work in receiving his Proper Authority and wish him every success in his future here with us.