Experience

• 

  Gillespie Finance Directions Pty Ltd

  • Canberra, Australia

  • Financial Planner/Mortgage Broker

    • Oct 2007 - Mar 2019
    • Canberra, Australia

    Insurance Financial Planner and Mortgage Broker

• 

  Fiducian Portfolio Services

  • Sydney, Australia

  • Technical Support

    • Feb 2002 - Sep 2007
    • Sydney, Australia

    Commenced in Allocated Pensions and moved to Technical Support providing advice to the adviser network on a wide range of planning issues including superannuation, pensions, social security, superannuation tax law, aged care etc. Also, wrote or co-wrote monthly techincal advice pieces which, established fact find booklet, created complex calculators (including a calculator for the now defuncted RBL system). Presenting at adviser Professional Development Days.

• 

  MLC Limited

  • Perth, WA

  • Associate Project Manager

    • Dec 2000 - Dec 2001
    • Perth, WA

    Former employer (Godfrey Pembroke) was taken over by MLC and the platforms under GP where sent to Perth for administration. Commenced working on the conversion of data to new system and fixing bugs etc.

• 

  Godfrey Pembroke Ltd

  • Sydney, Australia

  • Team Leader

    • 1994 - 2000
    • Sydney, Australia

    Commenced as a superannuation administrator and then moved to (what was then called) allocated pensions. After 3 years, moved to Team Leader of Customer Service and Investment Platform administration. Also worked as a project manager on different projects.

• 

  Prudential Australia

  • Sydney, Australia

  • Corporate and Defined Superannuation Administrater

    • 1992 - Dec 1994
    • Sydney, Australia

• 

  Milne Berry Berger

  • Sydney

  • Accounts Manager

    • 1990 - 1992
    • Sydney

• 

  Brydens Law

  • Liverpool, New South Wales

  • Accounts Manager

    • 1988 - 1990
    • Liverpool, New South Wales

• 

  NSW Bar Association

  • Sydney

  • Administrator and Committee Co-ordinator

    • 1987 - 1988
    • Sydney