Experience

Kaplan Professional

• Australia
• Higher Education
• 1 - 100 Employee

• Course Coordinator

  • Mar 2023 - Present



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Risk Analyst, CFS Advice Relationships

  • Jul 2021 - Oct 2022

  Conducting qualitative and quantitative analysis of third-party activities.

• Analyst, Third Party Review

  • Nov 2019 - Jun 2021

  Project overseeing review and overhaul of the CFS register of Third Parties in line with the findings of the Royal Commission.

• Support Analyst - Dealer and Adviser Operations

  • Nov 2016 - Nov 2019

  Responsible for the on-boarding and on-going monitoring of Australian Financial Service Licensees and their Authorised Representatives.

• Adviser Services Representative

  • Feb 2014 - Oct 2016

  Responding to inbound calls from Advisers, Investors, Employers and third parties. Responsible for the end-to-end processing of client/ internal generated requests across the CFS product range.



The Citco Group Limited

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Investor Relations Specialist

  • Nov 2012 - Dec 2013

  Performing fund services and client/ investor maintenance in respect of a portfolio of hedge funds Performing fund services and client/ investor maintenance in respect of a portfolio of hedge funds



Transact Wrap Service

• Client Service Manager

  • Jul 2006 - Sep 2011



Capita

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Unit Trust Dealer

  • Nov 2003 - Jul 2006