Experience

AMP

• Australia
• Financial Services
• 700 & Above Employee

• Senior Risk and Compliance Specialist

  • Apr 2021 - Present

  I provide superior planner risk & compliance services to AMP licensees ensuring high quality advisory audit services through regulation and supervision of planner practices.Perfection is not attainable, but if we chase perfection we can catch excellence.(Vince Lombardi)

• Senior Audit Consultant, Deputy Regional Manager

  • Oct 2017 - Apr 2021

  I provide superior planner risk & compliance services to AMP licensees ensuring high quality advisory audit services through regulation and supervision of planner practices.Perfection is not attainable, but if we chase perfection we can catch excellence.(Vince Lombardi)



AGS Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jul 2015 - Aug 2017

  As a Financial Planner I help my clients save money, grow wealth and protect their future. I am specialized in investment planning (inside super or SMSF, outside super, personal investments, goal based investments, etc.) but I always look at the "whole picture" and prioritize, based on individual circumstances and goals (debt management, risk management, retirement planning, estate planning, etc). Why do people say they like dealing with me? Because I always deliver what I promise.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2014 - Jun 2015

  As a Financial Adviser I work with home-owners who are worried about paying their mortgage off; I work with families who are worried about financing their children's education; I work with couples who are worried about their retirement; I work with single parents who are worried about relying on a single income; I work with bread-makers who are worried about investing safely. Responsibilities: • Client meetings in all stages of the financial planning process • Discover clients' financial needs and goals • Make research, elaborate financial plans, document compliant processes • Comply with legislation, licensee policies and standards • Adhering to Financial Planning compliance. • Assist younger planners in Financial Planning process • Meet CPD educational requirements My goal is to take the hassle and frustration away from clients when dealing with financial decisions, work on their behalf so that they can concentrate on the important things in life that they enjoy the most.



Trade 360 Pty Ltd

• Analyst

  • Nov 2010 - May 2014

  • Model investment scenarios based on both Technical and Fundamental Analysis • Interpret financial statements and reports • Create test environments for statistical systems • Design, create and maintain database for statistical systems (reports, forms, queries) • Creating statistics and reports (excel, MySQL, MSSQL data base) • Data modelling (excel, data base) • Proprietary foreign exchange trading • Manage, lead and coach traders • Model investment scenarios based on both Technical and Fundamental Analysis • Interpret financial statements and reports • Create test environments for statistical systems • Design, create and maintain database for statistical systems (reports, forms, queries) • Creating statistics and reports (excel, MySQL, MSSQL data base) • Data modelling (excel, data base) • Proprietary foreign exchange trading • Manage, lead and coach traders



Config.sys

• IT Manager

  • Jan 1999 - Nov 2010

  Design, build and maintain IT networks (coax, CAT5, CAT5+, CAT6, fibre) , structure network solutions in different environments (MS, Novell, Linux), delegate file access and numerous other distributed network services, database services (MS SQL, MySQL), IT security and data recovery, virtual networks and remote access/control -Develop Business Management procedures and software -Client Management -Consultation -IT Audit Design, build and maintain IT networks (coax, CAT5, CAT5+, CAT6, fibre) , structure network solutions in different environments (MS, Novell, Linux), delegate file access and numerous other distributed network services, database services (MS SQL, MySQL), IT security and data recovery, virtual networks and remote access/control -Develop Business Management procedures and software -Client Management -Consultation -IT Audit