Nonica Sharma
Client Services Manager at 5 Financial- Claim this Profile
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Bio
Experience
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5 Financial
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Manager
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Apr 2021 - Present
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Skill Positive
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Sydney, Australia
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Director
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Jan 2018 - Present
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Sydney West Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Manager
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Jan 2020 - Apr 2021
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Wealth3 Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Implementation Specialist
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Jan 2019 - Apr 2020
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BLAK
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Australia
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Printing Services
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1 - 100 Employee
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Finance Officer
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Jan 2018 - Mar 2019
Established balance sheet and cash flow forecasting models, ensuring greater financial control • Experience using Xero • Bookkeeping and account manager duties. Established balance sheet and cash flow forecasting models, ensuring greater financial control • Experience using Xero • Bookkeeping and account manager duties.
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Australian Impact Investments
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Australia
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Investment Management
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1 - 100 Employee
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Summer Student
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Jan 2018 - Mar 2018
Worked as a part of the team to streamline the process of analysing impact investment and to find industry best practices for the same in line with SDG goals of individual and institutional investors. Worked as a part of the team to streamline the process of analysing impact investment and to find industry best practices for the same in line with SDG goals of individual and institutional investors.
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Education
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UNSW
Master Of Commerce, Banking, Corporate, Finance, and Securities Law -
CFA Institute
Level 1 and 2, Finance -
Christ University, Bangalore
Bachelor of Commerce - BCom Honours, Finance and Investmen