Charlie Gann
Social Educator at The Housing Connection- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Procore Certified: Engineer
Procore TechnologiesDec, 2021- Oct, 2024
Experience
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The Housing Connection
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Australia
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Civic and Social Organizations
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1 - 100 Employee
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Social Educator
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Aug 2022 - Present
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D3 Foundation
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Sydney, New South Wales, Australia
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Founder & Entrepreneur
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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
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Rogers Construction Group Pty Ltd
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Australia
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Construction
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1 - 100 Employee
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Junior Contract Administrator
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Nov 2021 - Feb 2022
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NSW Department of Communities and Justice
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Australia
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Government Administration
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700 & Above Employee
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Property Manager
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Sep 2018 - Nov 2021
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ClearView Wealth Limited
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Australia
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Financial Services
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200 - 300 Employee
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Web Technology(XPLAN) Support Analyst
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Feb 2018 - Jul 2018
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AGS Financial Group
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Australia
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Financial Services
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1 - 100 Employee
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Paraplanner
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May 2017 - Feb 2018
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Iress
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Australia
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Software Development
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700 & Above Employee
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Wealth Management Support Analyst
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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.
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Dreamhouse Investments
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Sydney
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Finance Consultant
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Aug 2014 - Apr 2015
• Client on boarding. • Customer relationship management. • Client on boarding. • Customer relationship management.
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NSW Land and Housing Corporation
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Australia
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Government Administration
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200 - 300 Employee
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Client Services Officer
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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.
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Australian Taxation Office
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Australia
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Government Administration
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700 & Above Employee
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Personal and Business Tax Advisor
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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.
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Change Management and Project Delivery Associate
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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.
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Westpac
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Australia
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Banking
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700 & Above Employee
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Financial Risk Analyst and Relationship Manager
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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.
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Education
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The College For Adult Learning
Project Management -
The College For Adult Learning
Building and Construction Management -
AIM Education & Training
Contracts Management -
Deakin University
Bachelor's Degree, Property and Real Estate -
Australian Institute of Professional Education Pty Ltd
Diploma of, Financial Planning and Services (RG146) -
Wealth Within Institute
Diploma of, Share Trading and Investment (RG146) -
Financial Education Professionals
Custodial Services -
TAFE
Certificate III, Lending and Finance -
BSchool Australia
Diploma of, Venture Capital and Entrepreneurship