Social Educator

• Aug 2022 - Present

Founder & Entrepreneur

• Mar 2022 - Present

[Marketing & Analytics] User Friendly Marketing & Management, Thumbs Up Investment Research & Advocacy [Marketing & Analytics] User Friendly Marketing & Management, Thumbs Up Investment Research & Advocacy

Junior Contract Administrator

• Nov 2021 - Feb 2022

Property Manager

• Sep 2018 - Nov 2021

Web Technology(XPLAN) Support Analyst

• Feb 2018 - Jul 2018

Paraplanner

• May 2017 - Feb 2018

Wealth Management Support Analyst

• Jan 2016 - Mar 2017

• XPLAN Support on all modules (Client Focus, IPS, datafeeds, Wealth Solver, Risk Researcher, Commpay, XTOOLS and XTOOLS+). • Recommending best practices in various scenario projections, training, and assisting clients. • Provide a first point of contact for all inbound Wealth Management client communications amongst Financial Planners, Paraplanners, Practice Managers. • Log and document all client incidents and requests in line with defined standards. • Provide professional verbal over the phone and written email resolving issues, enquiries, and incidents in relation to the functionality of XPLAN. • Effectively delegate incidents with appropriate information in line with defined standards. • Proactively learn about the products and the applicable areas of the XPLAN modules.

Finance Consultant

• Aug 2014 - Apr 2015

• Client on boarding. • Customer relationship management. • Client on boarding. • Customer relationship management.

Client Services Officer

• Apr 2013 - Jul 2014

• Delivering applicant, tenant and property management contractual obligations. • Liaison with other non-government and community services providing infrastructure, maintenance services related to public housing. • Undertake property condition inspections, complete associated documentation, enter data, issue works orders and make recommendations; escalating issues where appropriate. • Facilitate maintenance and modifications to the property to meet client needs. • Provide information and advice and/or escalate issues to support achievement of client and asset management accountabilities. • Deliver housing solutions and maintain properties; supporting sustainable tenancies and arranging other housing options. • Provide input into asset planning. • Coach and guide team members and provide on the-job training to improve operational knowledge and skills.

Personal and Business Tax Advisor

• Mar 2012 - Mar 2013

• Negotiating with clients in relation to individual and business tax requirements and obligations. • Contributing to guidance materials to assist taxpayers understanding and compliance with Australia's tax laws. • Attention to detail when advising and recommending solutions to client enquiries whilst informing legislative requirements and policies. • Producing high level policy advice and strategically engaging in complex problem solving. • Negotiating with clients in relation to individual and business tax requirements and obligations. • Contributing to guidance materials to assist taxpayers understanding and compliance with Australia's tax laws. • Attention to detail when advising and recommending solutions to client enquiries whilst informing legislative requirements and policies. • Producing high level policy advice and strategically engaging in complex problem solving.

Change Management and Project Delivery Associate

• Nov 2010 - Jan 2012

• Management of delivery team to ensure that projects are delivered timely and successfully. • Support all aspects of delivery from project start to delivery of the final presentation. • Creation of all marketing material, strict adherence to project timelines. • Ensuring project objectives are met and findings are presented with a high degree of professionalism. • Management of delivery team to ensure that projects are delivered timely and successfully. • Support all aspects of delivery from project start to delivery of the final presentation. • Creation of all marketing material, strict adherence to project timelines. • Ensuring project objectives are met and findings are presented with a high degree of professionalism.

Financial Risk Analyst and Relationship Manager

• Nov 2004 - Oct 2010

• Driving digital innovation to better meet customer satisfaction for more elaborate banking on the move. • Strengthening the skills of the team, to better support customers and their complete financial needs. • Driving digital innovation to better meet customer satisfaction for more elaborate banking on the move. • Strengthening the skills of the team, to better support customers and their complete financial needs.