Nestor Semilla Jr

Experienced as a Senior Client Services Officer and Implementation Specialist with a proven track record in Australia's Financial Planning Services industry, I served as the Senior Client Services - Team Lead at one of Australia's largest Financial Services firms. In this pivotal role, I oversee dedicated offshore teams responsible for implementing Wealth Management Advice (SOA/ROA) prepared by our Financial Advisers.

Before stepping into leadership, I specialized as an implementation specialist, providing essential support to Financial Advisers in transforming their advice into actionable client strategies. My duties included preparing for client-adviser meetings such as SOA/ROA presentations and Review Packs, managing post-meeting actions, handling form preparation and submission, inputting client data into financial planning software like Xplan, conducting file notes transcription, managing databases, and conducting superannuation product research, insurance quote collation and many more.

Driven by a passion for continuous professional growth, I eagerly embrace challenges as opportunities to expand my expertise. Known for my steadfast focus and ability to deliver precise results in dynamic, deadline-driven environments, I consistently strive for excellence in client services within the financial planning industry.