Experience

VicSuper

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Dec 2019 - Present



ESSSuper

• Australia
• Financial Services
• 100 - 200 Employee

• Associate Financial Advisor

  • Dec 2018 - Dec 2019

• Paraplanner

  • May 2016 - Dec 2018



4orward

• Australia
• Accounting
• 1 - 100 Employee

• Paraplanner/FP Admin

  • Oct 2014 - May 2016

  • Preparing a range of SoAs and RoAs within set time frames • Implementing strategies and application progressing, including liaising with clients and external entities to ensure the timely and accurate implementation of advice. • Maintain FOFA compliance – prepare Fee Disclosure Statements and Opt-in. • Assist with general and ad-hoc administration tasks and database management • Provide admin supports to SMSF team • Preparing a range of SoAs and RoAs within set time frames • Implementing strategies and application progressing, including liaising with clients and external entities to ensure the timely and accurate implementation of advice. • Maintain FOFA compliance – prepare Fee Disclosure Statements and Opt-in. • Assist with general and ad-hoc administration tasks and database management • Provide admin supports to SMSF team