Experience

WEALTH SMART AUSTRALIA

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Mar 2023 - Present



Aware Super

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Oct 2018 - Mar 2023

  • Provide personal financial advice to clients via face-to-face, video conference and telephone. • Produce written personal statement of advice transition to retirement, investments, contributions, insurance, and retirement accounts. • Using financial planning software including Xplan, COIN and Midwinter. • Provide personal financial advice to clients via face-to-face, video conference and telephone. • Produce written personal statement of advice transition to retirement, investments, contributions, insurance, and retirement accounts. • Using financial planning software including Xplan, COIN and Midwinter.



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Superannuation Adviser

  • Jun 2015 - Oct 2018

  • Provided strategic personal financial advice • Produce written personal statement of advice on topics including transition to retirement, investments, contributions, insurance, and retirement income accounts. • Identify the appropriate scale of advice required for members as per the best interest duty. • Provided strategic personal financial advice • Produce written personal statement of advice on topics including transition to retirement, investments, contributions, insurance, and retirement income accounts. • Identify the appropriate scale of advice required for members as per the best interest duty.



Superpartners

• Australia
• Financial Services
• 200 - 300 Employee

• Associate Superannuation Adviser

  • Apr 2014 - Jun 2015

  • Provided general financial advice to members.• Answered technical advice questions from members.

• Australian Super Consultant

  • May 2012 - Apr 2014



Computershare

• Australia
• Financial Services
• 700 & Above Employee

• Investor Services Consultant

  • Jan 2010 - May 2012



Ambulance Victoria

• Australia
• Hospitals and Health Care
• 700 & Above Employee

• Retrieval Support Officer

  • Dec 2007 - Oct 2009



Australian Taxation Office

• Australia
• Government Administration
• 700 & Above Employee

• GST Auditor

  • Jan 2007 - Jun 2007

• Graduate Taxation Officer

  • Feb 2006 - Dec 2006