Private Client Support Officer

• Jan 2022 - Present

Candor Family Office is a trusted partner to highly successful individuals and families delivering high quality financial advice and wealth management services. Our purpose is to help you achieve your life goals and objectives. Candor Family Office is a trusted partner to highly successful individuals and families delivering high quality financial advice and wealth management services. Our purpose is to help you achieve your life goals and objectives.

Associate Advisor

• Jan 2021 - Dec 2021

Client Services and Associate

• Feb 2020 - Jul 2020

- Preparation of client statement of advice; - Preparation of insurance quotes; - Liaise with Superannuation Funds and Insurance Companies; and - Keeping legal database and compliance up to date. - Preparation of client statement of advice; - Preparation of insurance quotes; - Liaise with Superannuation Funds and Insurance Companies; and - Keeping legal database and compliance up to date.

Accounting Manager - Seasonal

• May 2019 - Oct 2019

During the season at Adara Hotel Whistler, I operated the accounts function for the boutique hotel. Regular duties performed in my function included - Accounts receivable and payable function; - Preparation of the 2020 hotel budget and forecast; - Monthly financial analysis meetings with the CFO and General Manager; - Preparation of fortnightly payroll; and - Liaison with building body corporate and hotel reservations. During the season at Adara Hotel Whistler, I operated the accounts function for the boutique hotel. Regular duties performed in my function included - Accounts receivable and payable function; - Preparation of the 2020 hotel budget and forecast; - Monthly financial analysis meetings with the CFO and General Manager; - Preparation of fortnightly payroll; and - Liaison with building body corporate and hotel reservations.

Operations Supervisor

• Nov 2016 - Apr 2019

Seasonal employment in-between my working holiday Visa in Canada. - Running the day-to-day operations of a fleet of delivery trucks and drivers; - Inventory management and client relations. Seasonal employment in-between my working holiday Visa in Canada. - Running the day-to-day operations of a fleet of delivery trucks and drivers; - Inventory management and client relations.

Traveling & Working Seasonally

• Jun 2016 - Apr 2019

During this time: - I mentored two CA peers; - Continued my professional development via online courses; and - In the off seasons I would travel. During this time: - I mentored two CA peers; - Continued my professional development via online courses; and - In the off seasons I would travel.

Seasonal - Accounts Audit & Front Desk GSA

• Jun 2018 - Oct 2018

- Responsible for overseeing the lodges daily account audit procedure; - Monetary dealings and General Manager liaison; - Weekly employee tip-outs across departments; and - In addition to my main role, I assisted in the guest services role in which we provided a five-star experience for our premium guests. - Responsible for overseeing the lodges daily account audit procedure; - Monetary dealings and General Manager liaison; - Weekly employee tip-outs across departments; and - In addition to my main role, I assisted in the guest services role in which we provided a five-star experience for our premium guests.

Seasonal - Amenities and Cleaning Supervisor

• Nov 2017 - Apr 2018

Intermediate Accountant

• Apr 2013 - Jun 2016

I worked in the Privately Held Business sector which provided a great variety of clients. The nature of the business' enabled a more meaningful relationship with our clients. Our flexibility and experienced staff, result in us being able to provide a range of services and advice across the organisation structure. Regular tasks I performed included: - Preparation of income tax returns (high wealth individuals to significant private entities); - Preparation of special purpose financial statements; - Preparation of consolidated financial statements; - Preparation of activity statements; - Preparation of FBT returns; - Various tax and estate planning; - Family business restructuring and planning; - ATO liaison and other back-office duties; - Regular client contact and building of professional relationships; - Liaise with the specialist tax department for high-level enquiries; - Generally as required Show less