Experience

Superannuation Advice Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Mortgage Broker and Team Leader

  • Jul 2022 - Present

• Wealth Management Consultant

  • Jan 2021 - Present



Malouf Group Enterprises

• Australia
• Investment Management
• 1 - 100 Employee

• Sales Manager

  • Feb 2018 - Present

  Currently managing the entire Sales Floor (inclusive of 5 weeks of training for each one of my team members and permanent monitoring) while also remaining on the phone closing sales full time. Commission based (very small base rate) on performance along with over rides from my team. I have been involved on the front line in trial, development and copyright of new scripts and processes. Top earner and currently making 50% of my income from a new training program which heavily increased the quality and longevity of our new recruits, which I earn overrides on. Show less



Petherbridge Roofing

• Construction

• Office Administrator

  • Aug 2016 - Feb 2018

  A baseline of my general duties in this role below – this is simply a basic summary. I was an integral part of the everyday running of two businesses under the Petherbridge banner. CMS (Capital Maintenance Services) absorbed Petherbridge roofing and traded as two business, One Roofing and one Plumbing, I was the administrator and operations coordinator for both businesses. • Frontline contact. • Responsible for all scheduling of roofing and plumbing works. • Correspondence and negotiation with commercial contracts for plumbing and roofing works. Executing work orders. • Quoting and invoicing all plumbing works (commercial and residential) • Implementation and training of Aroflo as a new scheduling and quoting system. • Responsible for all new trades people having access to and knowledge of Aroflo. • Coding and templates for Aroflo forms. • Training new staff to quote and schedule roofing and plumbing jobs. • Organising and running meetings with tradespeople to ensure compliance and efficiency within the business. • General organisation of the office (e.g., filing, updating invoices, ensuring all tradespeople have up to date certificates and qualifications) • compilation of CM3 certification documentation quarterly. • First contact to both Directors for all day to day business operations. There was a third business (The Metal Shop) that was under the same banner – Over time, I took over a percentage of the administration for this business. I trained the Metal Shop staff to use Aroflo and assisted them with the sale of certain materials however this was not my main role. Show less



Classic escapes

• Timeshare sales

  • Apr 2011 - Jul 2015