Experience

Fitzpatricks Private Wealth

• SMSF Accountant & Lead Adviser Business Analyst

  • Apr 2016 - Present

  SMSF accountant including preparation of financial statements, tax return and lodgement, member statements, minutes, BAS registered agent with the TPB using CLASS. Project Management role for executive on key initiatives within the business. CRM Business Manager and help advisers understand their metrics.



Suncorp Group

• Sales And Service Consultant

  • Apr 2015 - Apr 2016

  Part time work from home Tele sales and services consultant servicing the GIO and AAMI brands. Products include home and contents, car, boat, motorbike and caravan sales and service.



Shaw Road News

• Retail Store Manager

  • Nov 2009 - Nov 2014

  Managed the family owned news agency. Receiving stock into the point of sale, displaying on shelves, serving customers in a high volume retail environment, handling money and ensuring store is kept clean and tidy for repeat customers.



Fitzpatricks Private Wealth

• SMSF Superannuation Manager

  • Nov 2008 - Nov 2009

  Managed a small team of 5 accountants completing financial statements, annual returns, minutes and audit queries for self managed superannuation funds. The funds all used BGL and included fixed interest, shares, property, pensions and JV's.



CitiStreet

• Team Leader

  • Jan 2005 - Nov 2008

  Manage a team of 15 within the corporate superannuation division which included accumulation and defined benefit funds. Project managed the annual review process, updated procedures, managed complaints handling process and staff recruitment and mentoring.



Watson Wyatt Worldwide

• Employee Share Plan Manager

  • Apr 1998 - Jan 2005

  Established a new product within the company helping expand the number of employee share plans from one to ten trading on the Australian and New York stock exchanges. Developed the design enquiry and functioning of the IT system. Implemented new procedures and issued quarterly stock statements to members.