Janet Alappadan

Wealth Management Intern at Frais Capital Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • English Native or bilingual proficiency
  • Malayalam Native or bilingual proficiency

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Credentials

  • ChangeMaker Challenge Completer
    Practera
    Sep, 2023
    - Sep, 2024
  • Digital Industry Project Completer
    Practera
    Jul, 2023
    - Sep, 2024

Experience

  • Frais Capital Pty Ltd
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jul 2023 - Present

      • Provision of market research and industry thought pieces with guidance from the Portfolio Manager • Preparation of general and individualised marketing materials for clients, seminars/ functions and newsletters as well as daily market updates where applicable • Preparation of portfolio reports as required by Portfolio Manager • Implementation and on-going maintenance of client report branding • Website organisation, utilising tools provided by the platform provider • Provision of market research and industry thought pieces with guidance from the Portfolio Manager • Preparation of general and individualised marketing materials for clients, seminars/ functions and newsletters as well as daily market updates where applicable • Preparation of portfolio reports as required by Portfolio Manager • Implementation and on-going maintenance of client report branding • Website organisation, utilising tools provided by the platform provider

  • Australian Taxation Office
    • Australia
    • Government Administration
    • 700 & Above Employee
    • Client Services
      • Jun 2022 - Jun 2023

      • Provided tailored financial management advisory services to clients • Carefully planned client debt payment plans depending upon client need and circumstances. • Provided excellent customer service and achieved a high rate of positive client satisfaction feedback. • Provided tailored financial management advisory services to clients • Carefully planned client debt payment plans depending upon client need and circumstances. • Provided excellent customer service and achieved a high rate of positive client satisfaction feedback.

Education

  • University of Melbourne
    Master of Management (Finance), H1
    2023 - 2024
  • Monash University
    Bachelor of Biomedical Science (Hons), H1
    2017 - 2020
  • John Monash Science School
    2014 - 2016

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