Experience

Wealth Depot

• Australia
• Financial Services
• 1 - 100 Employee

• Client & Adviser Support Officer

  • Apr 2022 - Present

  o Prepare financial planning documents (SoA, RoA, Reviews) for clients.o Prepare risk and investment portfolio reports and analysis.o Prepare financial planning strategy documents, client newsletters and bulletins o Sort Daily Mail, jobs inflow and disperseo Administration and special project requests of partnerso Prepare client newsletters and communications including social media as necessaryo Maintain Customer Relationship Management systems

• Client & Adviser Support Officer

  • Feb 2022 - Apr 2022

  o Assist with financial planning documents (SoA, RoA, Reviews) for clients.o Assist with risk and investment portfolio reports and analysis.o Assist with financial planning strategy documents, client newsletters and bulletins o Assist to sort Daily Mail, jobs inflow and disperseo Administration and special project requests of partnerso Assist with client newsletters and communications including social media as necessaryo Assist to maintain Customer Relationship Management systems



Cheeky Poke

• Australia
• Restaurants

• Restaurant All Rounder

  • Mar 2021 - Nov 2021

  o Working in fast paced environmentso Customer service o Preparing and Serving food and drinkso Using cash registers o Working efficiently and effectively in a team o Maintaining a clean, hygienic work environment o Working in fast paced environmentso Customer service o Preparing and Serving food and drinkso Using cash registers o Working efficiently and effectively in a team o Maintaining a clean, hygienic work environment



MDH Pty Ltd

• Farming
• 1 - 100 Employee

• Farm Hand

  • Mar 2019 - Nov 2019

  o Cattle work - mustering on horses, yard-work o Maintenance of the station - checking and fixing fences and waterso Maintaining health of livestock o Maintaining clean work environments o Working effectively in team o Cattle work - mustering on horses, yard-work o Maintenance of the station - checking and fixing fences and waterso Maintaining health of livestock o Maintaining clean work environments o Working effectively in team