Experience

One Investment Group, Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Manager - Registry Services

  • Mar 2022 - Present



Integrated Portfolio Solutions

• Senior Portfolio Administrator

  • Aug 2021 - Dec 2021



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Senior Self Managed Fund Analyst

  • Apr 2019 - Aug 2021

• Self Managed Fund Analyst

  • Feb 2018 - Mar 2019



Mainstream (now part of Apex Group Ltd.)

• Australia
• Financial Services
• 1 - 100 Employee

• Unit Registry

  • Oct 2017 - Feb 2018



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Case Assessor

  • Apr 2017 - Jul 2017



ING Insurance

• Relationship Officer

  • Sep 2015 - Feb 2016

  •Determining specific financial requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet client's requirements •Analysing each client’s financial status, discussing financial options and developing financial strategies •Interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover •Processing insurance applications which set out the conditions of finance, payments and policy term periods, adjustments to cover, standard endorsements and claims against policies •Reviewing, checking, verifying and issuing transaction documentation for securities •Resolving customer’s issues regarding sales and services and monitoring customers preferences to determine focus on sales efforts and customer satisfaction



IDBI Bank

• Banking
• 700 & Above Employee

• Summer Internship

  • Jun 2013 - Aug 2013

  Project on Value Chain Financing. Project on Value Chain Financing.