Experience

Halpin Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Business Systems Manager

  • Oct 2016 - Present



Prescott Securities

• Software Development Manager

  • Feb 2003 - Oct 2016

  • System Administrator for XPlan, maintaining all wizards, templates and data feeds.• Develop and maintain all of the business databases and reporting systems.• Write and Maintain all developer notes and documentation of all systems.• Achieve development completion dates where possible.• Ensure all changes fully tested prior to release.• Provide training and help desk support to all staff to maximise the use of business systems.• Assist with troubleshooting and identifying areas for improvement of business systems.

• Client Services Manager

  • Feb 2001 - Feb 2003

  • Main point of client contact.• Manage adviser diary, tasks and commitments.• Preparation of client paperwork and advice records.• Maintain client records.