Experience

Consultum Financial Advisers

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Business Support Coordinator

  • Sep 2016 - Present

  My role as Business Support Officer sees me providing support to the Regional Managers and our network of Financial Advisers, operating under the Consultum licence. I am required to liaise with all departments to provide effective assistance, including Xplan Support, Marketing, Operations, Revenue, Compliance and Professional Standards. My role as Business Support Officer sees me providing support to the Regional Managers and our network of Financial Advisers, operating under the Consultum licence. I am required to liaise with all departments to provide effective assistance, including Xplan Support, Marketing, Operations, Revenue, Compliance and Professional Standards.



Computershare

• Australia
• Financial Services
• 700 & Above Employee

• Project Coordinator

  • Mar 2015 - Sep 2016

  My role as a project coordinator saw me liaising with clients and internal departments to execute the distribution of ASX Listed Companies dividend payments. I was required to coordinate multiple projects at a time with a high level of attention to detail. My ability to communicate effectively with stakeholders at all levels and manage competing priorities, combined with my capacity to work in a fast paced environment enabled me to provide impeccable execution of projects. My role as a project coordinator saw me liaising with clients and internal departments to execute the distribution of ASX Listed Companies dividend payments. I was required to coordinate multiple projects at a time with a high level of attention to detail. My ability to communicate effectively with stakeholders at all levels and manage competing priorities, combined with my capacity to work in a fast paced environment enabled me to provide impeccable execution of projects.



Bridgewood Private Wealth (previously PFS Financial Advisers Pty Ltd)

• Paraplanner

  • Aug 2007 - Feb 2015

  My role as a para planner found me providing technical and administrative support to two Financial Advisers. I assisted in managing our client’s experience from the first meeting through to annual reviews. This entailed analysing our client’s personal and financial circumstances, to then preparing Statements of Advice detailing recommendations and then managing implementation of any such recommendations. I was responsible for providing risk management (personal insurance) recommendations for clients, using qualitative analysis tools. Additionally I managed our client database, client communications, segmentation and was continually creating systems and processes to help improve the business. Show less



Otway Partners

• United States
• Cosmetics

• Administrative Assistant

  • Apr 2009 - Jan 2015

  My role saw me providing administrative support to private investment company, Otway Partners. My duties included payroll, invoice and payment management and reconciliation, cashflow tracking including payments and receipts, and coordination with other internal and external accounting and admin staff. My role saw me providing administrative support to private investment company, Otway Partners. My duties included payroll, invoice and payment management and reconciliation, cashflow tracking including payments and receipts, and coordination with other internal and external accounting and admin staff.