I believe you can never set the bar too high in life or business and this is a principal I live by. When starting in Financial Services industry, I had a young family, a small number of clients and a huge task ahead of me. Now nearly twenty-five years, and a lot of hard work later, I can confidently say I am proud of what I have achieved, and all the people that I have helped along the way.
The aim is to provide exceptional service and develop strong relationships along the way, and this is something I am passionate about achieving. We strive to put our clients first and we understand the value of forging lasting relationships. The foundation of this firm is to ensure we deliver a personal service, something that not only distinguishes us from bigger firms, but allows us to measure our success by the success of our clients. We set high standards for ourselves and I am very confident in the team with Kellie Payne Financial Services to live up to this.
✓ Twenty+ years experience in Retail Banking, Operations and Financial Management with extensive knowledge and global exposure within the financial services sector.
✓ Track record of driving exceptional sales, market growth and service performance with a focus on excellence in business development, process improvement and customer service.
✓ Effective change agent with well developed analytical and problem resolution skills with substantial experience managing large-scale cross functional and multi-location projects.
✓ Experienced manager of business critical projects across retail bank including credit cards, mortgages, personal loans, investments and deposits, insurance and superannuation.
✓ Highly commercial with experience in establishing and managing business unit budgets with a strong focus on cost efficiency, performance and profitability of operations.
✓ Strategic business relationship builder, able to develop profitable long term client and third party supplier partnerships to ensure retention of customers and repeatability of business.
✓ Sound understanding of business planning, forecasting and performance management
✓ Advanced proficiency in managing client communications and complex financial data through an online CRM and Business Management Systems.
✓ Highly successful leadership style with proven track record in establishing, building and restructuring teams with a culture of exceptional sales achievement.
Ian is a highly motivated and results driven financial services professional with an extensive background in retail banking, operations and finance management. Commercially astute with a track record of success in developing new business and driving sales strategies through identifying new opportunities and building strong and positive relationships in a highly competitive market. Exceptional leadership, communication, interpersonal and networking skills and a focus on the delivery of exceptional customer service.
My Qualifications and Experience
✓ Ian has a Diploma of Financial Planning and has been involved in the Financial Services Industry for over 30 years.
✓ Ian Vonk is authorised to provide advice and deal in the following range of products and services;
✓ Personal Superannuation,Debt Reduction and Personal Risk Insurance
✓ Personal Risk Insurance Products, Superannuation,
I am authorised to provide advice in the following areas:
• Personal Insurance
• Business Insurance
• Life insurance products
How I Am Paid
As the licensee, Millennium3 collects all advice fees and commissions. Millennium3 then pays the fees and commissions, less
an agreed amount (the licensee fee), to my Practice. The licensee fee retained by Millennium3 can range between $0 and
$150,000 (excluding GST) per annum.
My Practice pays me out of the fees and commissions it receives from Millennium3, by one or more of the methods outlined
• Salary – I may be paid a salary based on my experience and capability.
• Bonus – I may be eligible to receive a bonus, based on a combination of revenue and certain non-financial measures
(such as the quality of my service).
• Profits – I may be eligible to receive a percentage of profits from the Practice.
• Other – I may also receive other benefits, all of which are outlined in the FSG or will be disclosed in the advice document at the time of providing advice.
At the time of providing advice, I will disclose the amounts that Millennium3, the Practice and I receive (if any) as a result of that advice.
Client Fee And Payment Options
Before providing advice, we will agree the fees and payment options with you. The fee you pay will depend on the complexity of your circumstances and the services you require.
Your options to pay for our services can include fee for service, commission, or a combination of both.
Fee for service
Fee for service is based on the service we provide. This fee can be determined by:
• An hourly rate • A percentage of funds invested (excluding borrowed funds)
• A fixed dollar amount • A combination of these methods
We can invoice you directly for our fee for service. Alternatively, some products allow an adviser service fee to be deducted from the balance of your investment.
Some product providers pay commissions to Millennium3. The amount of commissions received will depend upon the type of product and the amount invested or premium paid.
If we receive commissions as a result of recommending a product to you, we may reduce our fee for service. In the event that we reduce our fee for service in this manner and you decide not to proceed with our recommendations, or if your insurance policies are cancelled within the first 2 years’ of acceptance (in which case the insurer claims back all or some of the commission paid to us), we may invoice you directly for the cost of our service.