Experience

INITIUM CAPITAL
• Australia
• Investment Management
• 1 - 100 Employee
• Business development director

  • Jun 2023 - Present

Zurich Insurance
• Switzerland
• Insurance
• 700 & Above Employee
• Financial Advisor

  • Aug 2022 - Jun 2023

ANZ
• Australia
• Banking
• 700 & Above Employee
• ANZ Financial Advisor at Private Banking and Advice

  • Oct 2016 - Aug 2022

Westpac Group
• Australia
• Financial Services
• 700 & Above Employee
• Advanced Financial Planner

  • Sep 2014 - Sep 2016


Amicus Financial Lifestyle Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Aug 2013 - Oct 2014

  My existing duties are: generating business from existing clients by providing financial advice through SoA creating mortgage and general insurance opportunities from my clients to feed the internal mortgage broker and insurance broker creating and nurturing warm relationship with external referral partners such as accountant, solicitor and real estate agent to maintain the quality and quantity of the referrals I also provide and facilitate training to our junior planners. Show less



National Australia Bank

• United Kingdom
• Banking
• 1 - 100 Employee

• Financial Planning Manager

  • Mar 2011 - Jul 2013

  My duties at nab as planner were: Ran coaching sessions in branches to make sure 8 referrals are generated and five 1st appointments are booked per week Proven skills to Identify clients’ needs accurately, provide professional advices and solutions to them Showed strong ability to establish good rapport with new clients and manage existing clients Demonstrated excellent negotiation skills and ability to close the sale Successfully met all the targets in fund, risk and revenue Being capable of writing complex Statement of Advice independently Strictly complied with the financial planning standards Show less



Australian Government

• Australia
• Government Administration
• 1 - 100 Employee

• Case Officer

  • Jun 2010 - Mar 2011

  Liaised with various parties such as debtors, creditors and solicitors regarding personal bankruptcy cases Provided professional financial advices and solutions to both bankrupts and creditors Demonstrated excellent strategic communication skills and ability to balance the interests of debtors and creditors Showed strong problem solving skills and capability of handling unexpected situations Liaised with various parties such as debtors, creditors and solicitors regarding personal bankruptcy cases Provided professional financial advices and solutions to both bankrupts and creditors Demonstrated excellent strategic communication skills and ability to balance the interests of debtors and creditors Showed strong problem solving skills and capability of handling unexpected situations



KPMG

• Brazil
• Construction

• Auditing intern

  • Dec 2009 - Feb 2010

  Audited financial transactions of two renowned companies with two different backgrounds Completed assigned tasks within the required time frames Built good rapport with clients and colleagues Received positive feedback from department supervisor and partner Audited financial transactions of two renowned companies with two different backgrounds Completed assigned tasks within the required time frames Built good rapport with clients and colleagues Received positive feedback from department supervisor and partner



Deakin University

• Retail Office Equipment
• 1 - 100 Employee

• Graduate Teaching Assistant

  • Mar 2008 - Feb 2010

  Ran small tutorial groups Provided assistance to Lecturers with their research and class preparation Ran small tutorial groups Provided assistance to Lecturers with their research and class preparation