Experience

Hard Line Wealth

• Graduate Financial Adviser

  • Jul 2017 - Present

  Our services range from hands-on to advisory. Whether you need some assistance with your cash flow or a complete wealth management strategy, our team can help. • Cash Flow and Budgeting: Keep your cash growing with solid budgeting and get closer to your goals. • Debt Structuring: Increase your wealth faster with our effective debt strategies. • Intergenerational Wealth & Estate Planning: Secure your family’s financial future with proper preparation and documentation. • Insurance and Risk Management: Know your risks and how you’re protected from them with us. • Retirement and Superannuation Planning: Grow your future funds with our strategic advice and long-term planning. • Asset Protection: Keep your assets safe from unforeseen circumstances with protection. • Investment Management: Accelerate your growth with our simple yet effective investment philosophy. • Property Portfolio Analysis: Find out how to bring out the best performance of your property portfolio. • Business Succession: Plan for a smooth transition when the time comes to exit your business. • Family Board Guidance: Have peace of mind with one of our advisers as your board’s administrator.



Hillross Financial Services

• Australia
• Financial Services
• 1 - 100 Employee

• Graduate Financial Adviser

  • Aug 2014 - Jun 2017

  Responsibilities and Skills Developed • Key priority is shadowing the firm’s Investment Adviser and assisting with all research and preparation of reports and advice for private clients • Administration support to the adviser to ensure all working files are compliant • Research financial products and investments such as managed investments, shares, ETFs, direct fixed interest portfolios, etc. • Implementing the advice on behalf of the client to make sure all agreed recommendations are in place correctly and in a timely manner • Client Management System (Xplan) administration responsibilities & Investment portfolio platform administration • Attending Continued Professional Development (CPD) days to maintain engagement and professional development in the industry



Platinum Asset Management Limited

• United Kingdom

• Investment Analyst - Intern

  • Jan 2017 - Feb 2017

  I was accepted for a months work experience opportunity with Platinum after being awarded The Neilson Foundation Scholarship. The goal of the month experience was to provide an opportunity to work as an investment analyst and to learn the process of how Platinum operates from the initial application to invest in their funds, investing the funds, administering the funds, and redeeming funds. As an investment analyst, I worked closely to a senior analyst who mentored and guided me in Platinum's investment process and philosophy. I produced and presented a report of a given stock as a potential investment opportunity. I was placed in the Asia Team focusing on the whole Asian market ex. Japan.


Self Employed (Sole Trader)
• United Kingdom
• 100 - 200 Employee
• Construction Laborer

  • Dec 2011 - Jan 2013