Experience

Infocus Advisory (Australia)

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Jan 2023 - Present



RIA

• Melbourne, Victoria, Australia

• Digital and Technological Manager (Remote)

  • Jul 2020 - Present

  Update an outdated ordering system with a centralized online system for all the company's branches. Decrease operational cost by roughly 15% through the effectiveness of the new system Streamlined backend system for ease of use Update an outdated ordering system with a centralized online system for all the company's branches. Decrease operational cost by roughly 15% through the effectiveness of the new system Streamlined backend system for ease of use



Integral Financial Solution

• Adelaide, South Australia, Australia

• Client Services Officer

  • Apr 2022 - Nov 2022

  Managing client financial planning data Compiling client investment reports and analysis Assisting clients with implementations Managing client financial planning data Compiling client investment reports and analysis Assisting clients with implementations