Experience

Smith Coffey

• Australia
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Aug 2022 - Present

  Perth, Western Australia, Australia • Modified in-house calculators and working stations that improved efficiency by 20% • Rebalancing investment portfolios based on client-specific risk profiles whilst accounting for related variables such as liquidity, tax rates, and capital gains. • Liaising with third-party providers such as insurance companies and superannuation funds to collate and analyse client-related information obtained. • Analysing client information and assisting Consultants in developing clear financial… Show more • Modified in-house calculators and working stations that improved efficiency by 20% • Rebalancing investment portfolios based on client-specific risk profiles whilst accounting for related variables such as liquidity, tax rates, and capital gains. • Liaising with third-party providers such as insurance companies and superannuation funds to collate and analyse client-related information obtained. • Analysing client information and assisting Consultants in developing clear financial planning strategies specifically tailored to each client. • Preparing Statements of Advice documents whilst maintaining a trail of working papers for compliance purposes. • Keep abreast of market movements and raise relevant matters that may impact the client advice process. Show less



Small Business Development Corporation

• Australia
• Information Services
• 1 - 100 Employee

• Grants Officer

  • Jun 2022 - Aug 2022

  Perth, Western Australia, Australia • Conduct evaluation and assessment of Small Business Assistance grant applications by assessing the evidence provided (i.e. Bank Statement, Profit and Loss Statement). • Undertakes active grant case management utilising the grant administration platform SmartyGrants. • Provide support to stakeholders with the implementation and maintenance of consistent grants and funding processes. • Ensure administrative tasks, including data collection and reporting are completed accurately and in… Show more • Conduct evaluation and assessment of Small Business Assistance grant applications by assessing the evidence provided (i.e. Bank Statement, Profit and Loss Statement). • Undertakes active grant case management utilising the grant administration platform SmartyGrants. • Provide support to stakeholders with the implementation and maintenance of consistent grants and funding processes. • Ensure administrative tasks, including data collection and reporting are completed accurately and in a timely manner, enabling the organisation to meet compliance requirements. • Ensure accurate and consistent data entry into SmartyGrants and other programs. • Participates constructively and positively within the team to achieve tasks and assists other team members as required. Show less



Qoria

• Australia
• Education
• 1 - 100 Employee

• Data Analyst

  • Mar 2022 - Jun 2022

  Perth, Western Australia, Australia - Effectively handled extensive data encompassing client information and financial reports from Netsuite using Ms. Excel and Power Query. Developed problem-solving skills by employing Excel formulas to optimize data processing methods. - Presented audit findings to the VP of Strategic and Development and implemented corrective actions in the data migration process from various ERP systems to Netsuite, contributing to a seamless merger and acquisition procedure. - Thoroughly reviewed and… Show more - Effectively handled extensive data encompassing client information and financial reports from Netsuite using Ms. Excel and Power Query. Developed problem-solving skills by employing Excel formulas to optimize data processing methods. - Presented audit findings to the VP of Strategic and Development and implemented corrective actions in the data migration process from various ERP systems to Netsuite, contributing to a seamless merger and acquisition procedure. - Thoroughly reviewed and validated data to support the business analyst and finance teams, demonstrating strong analytical abilities and effective communication skills. Show less



TSA Group - Australia

• Australia
• Outsourcing/Offshoring
• 700 & Above Employee

• Customer Service Sales Specialist

  • Sep 2021 - Mar 2022

  Western Australia, Australia • Assisted customer with their billing enquiry, taking payments, and credits, performed clear presentation to customers. • Utilized 15 different systems and software to assist customer with their enquiries (Legacy, Siebel, Maxim, CSSA), excellent ability to grasp new systems quickly. • De-escalate customer’s complaint by understanding customer situation to provide excellent customer service experience, developed distinct problem-solving skill. • Explore Telstra customer needs and… Show more • Assisted customer with their billing enquiry, taking payments, and credits, performed clear presentation to customers. • Utilized 15 different systems and software to assist customer with their enquiries (Legacy, Siebel, Maxim, CSSA), excellent ability to grasp new systems quickly. • De-escalate customer’s complaint by understanding customer situation to provide excellent customer service experience, developed distinct problem-solving skill. • Explore Telstra customer needs and problems to find the best personalized solution for customer, developed active listening skill while analysing issues. • Perform strong communication skill to assist customer queries, facilitates effective discussion to achieve the best outcome. Show less



Reserve Wealth Financial Services

• Australia
• Financial Services

• Financial Planning and Analysis Intern

  • Jul 2020 - Oct 2020

  Perth, Western Australia, Australia • Validated information for insurance and assessed insurance quotation for clients, exhibited high attention to detail. • Analysed financial product for client’s investment purposes, developed analytical thinking. • Supported financial planner in data collection, conducted proficient research skill. • Coordinated with other team using CRM system, managed to collaborate with other team and deliver work within deadlines.



PT Bank Central Asia Tbk (BCA)

• Indonesia
• Banking
• 700 & Above Employee

• Finance and Accounting Intern

  • Jul 2017 - Aug 2017

  Greater Jakarta Area, Indonesia • Monitored journal report from branch offices, demonstrated competency using analytical software tools (Ms. Excel). • Analysed the problem from the journal report and provided a statement to branch offices, exhibited in depth analysis in spotting errors and problem solving. • Extracted data for the development of internal journal processing software, established interpersonal relationships across departments.