Claudine Agathe

Business Student at Kaplan Professional
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Managing Your Finances in a Financial Downturn
    LinkedIn
    Sep, 2020
    - Nov, 2024

Experience

  • Kaplan Professional
    • Australia
    • Higher Education
    • 1 - 100 Employee
    • Business Student
      • Dec 2020 - Present

      A compassionate and client/process focused individual with a desire to make a difference to the lives of others. In addition to my extensive back office administration experience in financial services, I have strong communication, customer service, and analytical skills.In addition to my extensive back office administration experience in financial services, I have strong communication, customer service, and analytical skills. A compassionate and client/process focused individual with a desire to make a difference to the lives of others. In addition to my extensive back office administration experience in financial services, I have strong communication, customer service, and analytical skills.In addition to my extensive back office administration experience in financial services, I have strong communication, customer service, and analytical skills.

  • JBWere
    • Australia
    • Financial Services
    • 400 - 500 Employee
    • Analyst
      • Jul 2019 - Dec 2020

  • Empower Wealth
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Assistant
      • Jun 2018 - Jun 2019

  • Shaw and Partners
    • Australia
    • Financial Services
    • 200 - 300 Employee
    • Client Servicing
      • Dec 2015 - Jun 2018

      Conducting compliance checks on new account openings - Equities /Options ensuring equities and option accounts are activated as per ASIC compliance standards Coordinating the sponsorships of accounts : CHESS and Off Market Transfers Preparing Deceased Estates Accounts to facilitate the Execution of Probates/Wills in line with compliance standards Assisting Advisers , Brokers and Dealers in their day to day functions Assisting the Compliance Team in the processing of items as per Auditing Requests/ Regulatory Guidelines

  • MLC Australia
    • Australia
    • Financial Services
    • 400 - 500 Employee
    • Portfolio Administrator
      • Sep 2007 - Dec 2015

Education

  • Kaplan Professional
    graduate diploma financial planning, Financial Planning and Services
    2017 - 2020
  • Latrobe Graduate school of management
    Master in Business Administration, Finance , HR and business administration
    2000 - 2002
  • Kaplan Professional
    graduate diploma in financial planning, Financial Planning and Services
    -
  • Kaplan Professional
    -

Community

You need to have a working account to view this content. Click here to join now