Experience

AFPG - Australian Financial Planning Group

• Australia
• Financial Services
• 1 - 100 Employee

• Client Engagement Associate

  • Feb 2022 - Present

• Client Services Manager

  • May 2021 - Feb 2022



Tayeh-Smith Investments Pty Ltd

• Client Services Manager & Paraplanner

  • Sep 2020 - May 2021

  Business was sold and client book acquired along with key employees. Business was sold and client book acquired along with key employees.



Trendline$ Pty Ltd

• South Africa
• Advertising Services

• Client Services Manager & Paraplanner

  • Jun 2017 - Sep 2020

  Roles and Duties • Drafting insurance, superannuation financial planning advice documents, through the use of Xplan. • Providing solutions and support to client's financial needs. • Providing support to clients relating to their insurance and superannuation claims. • Insurance and superannuation claim disputes management and advocacy. • Managing end-to-end case load of insurance applications. • Management of ongoing fee disclosure and compliance procedures required of the practice by legislation. • Training and supervision of new staff members and ensuring they are up to date with the most recent compliance policies. • Preparing product review reports for a large portfolio of existing and referral clients through the use of Xplan.



Calander Club

• United States
• Manufacturing
• 1 - 100 Employee

• Store Manager

  • Oct 2016 - Feb 2017

  • Sales data entry and record keeping for Licensee. • Stock take and stock reconciliation. • Selling merchandise and serving customers. • End of day banking and record keeping. • Organising and scheduling stock deliveries. • Training and organising staff members. • Sales data entry and record keeping for Licensee. • Stock take and stock reconciliation. • Selling merchandise and serving customers. • End of day banking and record keeping. • Organising and scheduling stock deliveries. • Training and organising staff members.



RMB Lawyers

• Australia
• Law Practice
• 1 - 100 Employee

• Summer Intern

  • Jan 2016 - Feb 2016

  • Working with solicitors from wide range of divisions of the firm. • Attend and assist in client conferences and other meetings. • Undertaking a range of practical learning exercises including drafting of legal documents and completing appropriate legal forms and applications. • Legal research for solicitors and partners of the firm. • Performing clerical and admin services for solicitors and partners. • Working with solicitors from wide range of divisions of the firm. • Attend and assist in client conferences and other meetings. • Undertaking a range of practical learning exercises including drafting of legal documents and completing appropriate legal forms and applications. • Legal research for solicitors and partners of the firm. • Performing clerical and admin services for solicitors and partners.