Elyse Percy
Paraplanner at Johnsons MME- Claim this Profile
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Bio
Experience
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Johnsons MME
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Australia
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Accounting
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1 - 100 Employee
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Paraplanner
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Apr 2021 - Present
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Rogerseller
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Australia
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Retail
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1 - 100 Employee
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Accounts Payable Clerk
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Jul 2018 - Feb 2019
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Paraplanner
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Nov 2012 - Mar 2016
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NAB
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Australia
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Banking
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700 & Above Employee
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Private Client Associate Manager
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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
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Bell Partners
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Australia
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Accounting
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1 - 100 Employee
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Accountant
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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
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Education
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MLC
Diploma of Financial Planning -
Charles Sturt University
Bachelor of Business, Accounting