Experience

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  Apex Advice Group

  • New Zealand
  • Financial Services
  • 1 - 100 Employee

  • Paraplanner and Investment Support

    • Feb 2024 - Present

  • Compliance Administrator

    • Nov 2023 - Mar 2024

  • Insurance & Investment Paraplanner

    • Oct 2023 - Mar 2024

  • Insurance Paraplanner

    • Mar 2023 - Oct 2023

• 

  Puketāpapa Business Voice

  • Executive Committee Member

    • Jun 2021 - Mar 2023

• 

  Tulip Financial Services Limited

  • Auckland, New Zealand

  • Financial Advisor

    • Feb 2021 - Mar 2023
    • Auckland, New Zealand

• 

  AIA

  • Auckland, New Zealand

  • Telemarketer and Personal Assistant

    • Jul 2019 - Nov 2019
    • Auckland, New Zealand

    Responsible for lead generation and retention of clients. Ensured sales and volume related KPIs are met. Provided administrative support to the Financial Adviser. Organized and set up client meetings and reviews in line with the 6-step advice process and FMA requirements.

• 

  Auckland North Community and Development Inc

  • Auckland, New Zealand

  • Accounting Intern

    • Apr 2019 - Sep 2019
    • Auckland, New Zealand

    Lead a team of 4 interns working towards the on-boarding and transfer of books and ledgers of the client. Modified and streamlined existing accounts and set up MYOB for future use. Responsible for regular follow-up and expectation setting with the client and stakeholders.

• 

  Domino's

  • Auckland, New Zealand

  • Customer Service Representative

    • Dec 2017 - Apr 2019
    • Auckland, New Zealand

    Providing high quality customer service and increased customer satisfaction. Responsible for customer complaint handling, cash and till management and up-selling. Proficient team and time management during peak hours. Food packaging and training new employees. Oversight of inventory, product wastage and pilferage.

• 

  Buzz Value

  • Auckland, New Zealand

  • Business Service Representative

    • Jan 2018 - Feb 2018
    • Auckland, New Zealand

    Processing of daily invoices, updating customer status and other related information on the system. Responsible for entering daily product order data and managing bad-debt customers.

• 

  Massey University

  • Auckland, New Zealand

  • Teaching Assistant

    • Jul 2017 - Nov 2017
    • Auckland, New Zealand

    Assisting the Communication professor in his administrative work. Preparing and organizing documents for all tutors for the next week.

• 

  Sambodhi Research and Communications Pvt. Ltd.

  • Noida Area, India

  • Intern

    • Oct 2016 - Apr 2017
    • Noida Area, India

    Creating online content by reviewing books and movies. Content writer for travel and grooming blogs aimed at optimizing search engine hits (SEO) and blogs promoting the company. Vlogging for feature content (YouTube).