Experience

Praemium

• Australia
• Financial Services
• 200 - 300 Employee

• Investment Administrator - SMA

  • Aug 2022 - Present

  In my current role as an Investment Administrator my duties involve: Inter-account Transfers, Portfolio Management, Margin Lending reporting, KYC verification checks, partial and full redemptions to Margin Lenders, linking and delinking Margin Loans, selling down assets and securities, rebalancing portfolios, fee consents, account closures, updating direct debits, cashflows, regular contribution plans, withdrawals and income payments. In my current role as an Investment Administrator my duties involve: Inter-account Transfers, Portfolio Management, Margin Lending reporting, KYC verification checks, partial and full redemptions to Margin Lenders, linking and delinking Margin Loans, selling down assets and securities, rebalancing portfolios, fee consents, account closures, updating direct debits, cashflows, regular contribution plans, withdrawals and income payments.



Netwealth - See Wealth Differently (ASX:NWL)

• Australia
• Financial Services
• 300 - 400 Employee

• Investor Services Officer

  • Nov 2021 - Jun 2022



LUCRF Super

• Australia
• Financial Services
• 1 - 100 Employee

• Contact Centre Administrator

  • May 2019 - Sep 2021



Services Australia

• Australia
• Government Administration
• 700 & Above Employee

• Compliance Officer

  • Feb 2018 - May 2019



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Senior Inbound Member Consultant

  • Apr 2015 - Oct 2017



Australia Post

• Australia
• Consumer Services
• 700 & Above Employee

• Customer Service Representative

  • Mar 2011 - Jan 2015