Senior Associate

• Jul 2022 - Present

Associate

• Mar 2019 - Jul 2022

Client Services Officer

• Sep 2018 - Mar 2019

• Shadowing the firm’s investment advisor and and partner. • Assisting with research and preparation of reports or advice for clients.• Assisting other advisors in the firm with research and administrative tasks. • Research responsibilities for managed investments, shares, ETF’s and direct fixed investment portfolios.• Client management systems (XPlan), administrative responsibilities & platform administration. • Attending continued professional development (CPD) days.

Associate Solicitor

• Jan 2021 - Jun 2022

Tribunal Member

• Aug 2020 - Sep 2021

Tribunal Member for Disciplinary Hearings within the Gold Coast City Basketball Association. Tribunal Member for Disciplinary Hearings within the Gold Coast City Basketball Association.

Management

• Sep 2012 - Mar 2019

• Communicated and resolved customer complaints and questions. • Educated and demonstrated business' operations and procedures to employees. • Achieved KPI requirements through action plans and effective task instruction. • Evaluated performance of employees and the business and communicated results to upper management. • Trained in cash handling and banking procedures. • Communicated and resolved customer complaints and questions. • Educated and demonstrated business' operations and procedures to employees. • Achieved KPI requirements through action plans and effective task instruction. • Evaluated performance of employees and the business and communicated results to upper management. • Trained in cash handling and banking procedures.

Research Assistant

• Jun 2018 - Feb 2019

Research Assistant for Economics related projects at Griffith University. 1. Project on rising energy costs and energy poverty in Queensland. Used econometric modelling techniques and economic analysis to analyse relationships in the data and to construct a report of the findings. Report was presented to Queensland Department of Energy and other industry guests. 2. Cost-Benefit Analysis project beginning in November for Logan City Council. Involves gathering field data from residents and local business and conducting a cost-benefit analysis to allow Logan City Council to allocate funds efficiently towards future infrastructure spending. The analysis will be provided in a report and an electronic dashboard will be created for the Council which will update with real time data in the future.