Experience

ActOn Wealth Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Mortgage Broker

  • Jun 2020 - Present

• Assistant Financial Adviser

  • Mar 2018 - Jun 2020

  Assisting senior advisers and mortgage brokers with:- Implementation of all client advice- Applications for loans- Providing efficient and courteous service to all clients and key stakeholders- Support advisers in co-ordination of client meetings- Preparation and provision of client research materials and investment advice- Management of all documentation and client information on CRM to ensure high standard of internal compliance



Huntingdale Golf Club

• Australia
• Recreational Facilities
• 1 - 100 Employee

• Supervisor/ Financial Officer

  • Sep 2014 - Feb 2018

  Assisted financial office staff as well as supervising hospitality staff and events. Skills and duties included: - Trained in accounting software (MYOB), member database (Virtual manager) and website and timesheet software (Miclub) - Coordinated and assisted large scale golfing and social events - Assisted in following up invoices from both debtors and creditors - Established, controlled and maintained a social media presence to attract new clients and members Assisted financial office staff as well as supervising hospitality staff and events. Skills and duties included: - Trained in accounting software (MYOB), member database (Virtual manager) and website and timesheet software (Miclub) - Coordinated and assisted large scale golfing and social events - Assisted in following up invoices from both debtors and creditors - Established, controlled and maintained a social media presence to attract new clients and members