Elyse Percy

Paraplanner at Johnsons MME
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Contact Information
us****@****om
(386) 825-5501
Location
Thurgoona, New South Wales, Australia, AU

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Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Paraplanner
      • Apr 2021 - Present

    • Australia
    • Retail
    • 1 - 100 Employee
    • Accounts Payable Clerk
      • Jul 2018 - Feb 2019

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Paraplanner
      • Nov 2012 - Mar 2016

    • Australia
    • Banking
    • 700 & Above Employee
    • Private Client Associate Manager
      • 2008 - 2012

      • Provide the highest quality banking and investment management services to Ultra High Net worth clients • Provide support to Director and Partnership group through back office functions, direct client support and attending client meetings • Assist in driving the performance of the portfolio by helping achieve sales and revenue targets • Prepare and complete credit submissions including analysis of cash flow and balance sheet items, and comprehensive assessment of risk • Member of the award winning project team for Private Wealth’s initiative to create and implement innovative solutions to improve efficiency and productivity across the business

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • 2007 - 2008

      • Preparation of financial statements and income tax returns for individuals, companies, trusts, partnerships and superannuation entities • Management of office lodgment program to ensure achievement of lodgment deadlines specified by the ATO • Compliance work in relation to a range of legislations including goods and service tax, workers compensation, and income tax • Preparation of financial and business activity statements • GST reconciliation, tax reconciliation, and year end adjustments. • Assist company bookkeepers and accountants to solve accounting issues

Education

  • MLC
    Diploma of Financial Planning
    2011 - 2012
  • Charles Sturt University
    Bachelor of Business, Accounting
    2004 - 2006

Community

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