Athena C.

Accounting Intern at AP Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
Haymarket, New South Wales, Australia, AU

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Bio

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Credentials

  • Xero Advisor Certified
    Xero
    Sep, 2023
    - Nov, 2024
  • UNSW Career Accelerator
    UNSW Business School
    Jan, 2023
    - Nov, 2024

Experience

  • AP Family Office
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Accounting Intern
      • Sep 2023 - Present

  • TK Advisers & Associates
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Associate Intern
      • Feb 2023 - May 2023

      - Support clients during the transition of services to various business entities - Support Risk Profile, Needs Analysis and Portfolio Construction - Gather all equity research from various stock broking firms, collate the information and summarise relevant company data for assessment - Use above research to present views and findings during meetings - Support clients during the transition of services to various business entities - Support Risk Profile, Needs Analysis and Portfolio Construction - Gather all equity research from various stock broking firms, collate the information and summarise relevant company data for assessment - Use above research to present views and findings during meetings

Education

  • UNSW Business School
    Bachelor of Commerce - BCom, Accounting and Business/Management
    2020 - 2023

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