Experience

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  Mondial (Dubai) LLC

  • Dubai, United Arab Emirates

  • Financial Advisor

    • Jan 2022 - Present
    • Dubai, United Arab Emirates

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  DHF Solutions

  • Dubai, United Arab Emirates

  • Senior Investment Manager

    • Apr 2021 - Present
    • Dubai, United Arab Emirates

• 

  Prosperity Brokers

  • Dubai, United Arab Emirates

  • Financial Consultant

    • Jan 2017 - Nov 2020
    • Dubai, United Arab Emirates

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  FAM Holding

  • Dubai, United Arab Emirates

  • Business Development Manager

    • Feb 2013 - Dec 2016
    • Dubai, United Arab Emirates

• 

  FP Investment Partners P/L

  • Office/Practice Manager, Executive/Personal Assistant, Administration Manager

    • Jan 2005 - Dec 2012

    We started this financial organisation from scratch with Mr. Fuoco. I was the Office/Practice Manager of 4 branches across Australia (Sydney, Melbourne, Adelaide & Queensland) & the Executive Assistant during the day. In late afternoon, I operated as a Financial Adviser, looking after clients investing into Axa Australia (Summit Investment).

  • Financial/Investment Adviser, Wealth Manager

    • Jan 2005 - Dec 2012

    We started this financial organisation from scratch with Mr. Fuoco. I was the Office/Practice Manager of 4 branches across Australia (Sydney, Melbourne, Adelaide & Queensland) & the Executive Assistant during the day. In late afternoon, I operated as a Financial Adviser, looking after clients investing into Axa Australia (Summit Investment).

  • HR Manager

    • Jan 2005 - Dec 2012

    We started this financial organisation from scratch with Mr. Fuoco. I was the Office/Practice Manager of 4 branches across Australia (Sydney, Melbourne, Adelaide & Queensland) & the Executive Assistant during the day. In late afternoon, I operated as a Financial Adviser, looking after clients investing into Axa Australia (Summit Investment).

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  Axa Australia

  • Melbourne, Victoria, Australia

  • Underwriter, Customer Saving Investment Consultant

    • Sep 1999 - Dec 2004
    • Melbourne, Victoria, Australia

    Capability IndexMaintain and develop relationships with existing customers as well as building new banking relationships through identifying prospects in line with organizations appetite. Facilitating, counselling and handholding of clients while ensuring maximum return over investment for the client as per organizational guidelines.Perform data mining, predictive modelling and measure client sensitivity to changes through sensitivity analysis, researching counterparties or projects in order to help determine their creditworthiness.Analyze customer wallet size, determine appropriateness of the product and work out a comprehensive account plan.Managing complete Office Administration, Office maintenance, Customer Service management & Complete back office operations.Evaluate customer requirements and recommend proposals by undertaking detailed fundamental analysis. Assist customers and provide services to them so as to fulfil their complete requirements.Managing the administration of the whole office including housekeeping, vendor management, general operations, Vendor coordination and stationery maintenance and payment processing.Maintain and manage upkeep of office administrative facilities and ensure availability of daily miscellaneous requirements.Liaising and coordinating with various departments within the corporate office and all branch offices, following up on pending issues and actions.Taking care of all admin activities including Maintenance, preparation, analysis, negotiation, and review of utility contracts, Record keeping, Office supplies Procurement & Disposal, Travel management etc.

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  Swan Group Holding

  • Port Louis, Mauritius

  • Client Relationship Manager

    • Jun 1994 - Jun 1999
    • Port Louis, Mauritius