Experience

Vivid Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planning Administrator / Client Services

  • Dec 2022 - Present

  I work alongside our adviser and paraplanner, to assist in the preparation and construction of client files. My role involves implementing recommendations made by our adviser, assisting with the preparation of information for client reviews (ROAs), compiling reports and paperwork, managing Adviser Logic database and providing outstanding customer service as the first point of contact for client inquiries. I work alongside our adviser and paraplanner, to assist in the preparation and construction of client files. My role involves implementing recommendations made by our adviser, assisting with the preparation of information for client reviews (ROAs), compiling reports and paperwork, managing Adviser Logic database and providing outstanding customer service as the first point of contact for client inquiries.



ALS Library Services

• Australia
• Libraries
• 1 - 100 Employee

• Office Clerk & Processor

  • Oct 2019 - Nov 2022

  Provided superior value and quality books to local governments and clients in the private education sector. Provided superior value and quality books to local governments and clients in the private education sector.


Maternity & Extended Career Break
• Maternity Leave

  • Nov 2014 - Oct 2019


Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service Specialist - CareSuper

  • Apr 2014 - Nov 2014

  Provided exceptional customer service and value to the members of CareSuper. My role involved assisting members with account, claims and product inquiries, supporting the written team and inputting a high volume of employer contributions. Provided exceptional customer service and value to the members of CareSuper. My role involved assisting members with account, claims and product inquiries, supporting the written team and inputting a high volume of employer contributions.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Collateral Management Officer

  • Apr 2011 - Apr 2014

  Coordinated settlement, funding and ensured the bank's interest was registered and secure (Australia wide). My role involved investigating and analysing securities and legislation to ascertain the bank's security position, interpreting relevant legislation and providing guidance to internal stakeholders and verifying and validating client information (KYC) to ensure due diligence was executed.

• Local Business Banking Associate

  • Dec 2009 - Apr 2011

  Using my strong product knowledge I identified and recommended products to meet client's needs, performed general account maintenance and liaised between clients and their relationship manager.



Long Nguyen Barrister & Solicitors

• Conveyancing Assistant

  • Aug 2008 - Dec 2009

  Assisted the conveyancer, to ensure the client meets all their legal obligations involved in their property transaction. Assisted the conveyancer, to ensure the client meets all their legal obligations involved in their property transaction.