Experience

• 

  Australian Retirement Trust

  • Financial Adviser

    • Oct 2023 - Present

• 

  Aware Super

  • Superannuation Adviser

    • Sep 2022 - Oct 2023

• 

  Mercer

  • United States
  • Professional Services
  • 700 & Above Employee

  • Advice Member Experience Adviser

    • Jul 2021 - Aug 2022

  • Client Service Officer

    • Sep 2019 - Jul 2021

• 

  Bongiorno & Partners (NSW) Pty Ltd

  • Sydney, Australia

  • Client Service Officer

    • Jun 2018 - Sep 2019
    • Sydney, Australia

    • Supported financial advisers by preparing portfolio review documents• Handled all aspects of back-office administration and client servicing• Followed up actions from client appointments and followed through requests to clients for information• Researched and analysed performance data of Managed Investment Funds and Separately Managed Accounts (SMAs)• Prepared and followed up compliance documents

• 

  SWU Group

  • Sydney, Australia

  • Paraplanner

    • Apr 2017 - Jun 2018
    • Sydney, Australia

    • Applied technical knowledge and technical writing skills in the preparation of Statements of Advice and Records of Advice• Researched and analysed performance data of Managed Investment Funds for financial advisors• Coordinated all financial planning workflow from the application, implementation to review• Prepared all compliance documents (such as review checklists, Financial Services Guides, Financial Needs Analysis, Risk Profiling Questionnaires, Fee Disclosure Statements and Opt-in Notices• Liaised with clients regarding their accounts and assisted with any queries• Maintained the practice CRM system (XPlan and COIN) • Managed general office administration• Distributed newsletter, market up date letters• Demonstrated leadership skills in training new staff

• 

  Australia Post

  • Sydney, Australia

  • Customer Service Officer

    • Jan 2016 - Mar 2017
    • Sydney, Australia

    •Developed accuracy and consistency by delivering over 500 letters per day•Developed strong customer service skills gained through handling a wide range of customer queries•Demonstrated leadership skills in training new staff in operations of the cash register and use of the EPOS system•Demonstrated accuracy and attention to detail by processing a range of identity service transactions with high levels of accuracy, and correctly entering data into EPOS system•Conducted and processed a range of identity services transactions with a high level of accuracy and compliance according to requirements