Experience

Ally Wealth Management

• Australia
• Financial Services
• 1 - 100 Employee

• Paraplanner & Client services Officer

  • May 2022 - Present

  I am currently the Client Services Officer & Paraplanner at Ally Wealth Management, my core responsibilities entail supporting senior Financial Adviser in providing full holistic financial advice to clients all over the world. Ally Wealth Management was created by Australian Expats for Australians at home and abroad. Having seen the challenges that expats face when it comes to finding comprehensive, transparent and flexible solutions for their own financial affairs, Ally Wealth Management was set up to ensure that our clients feel at ease and ‘at home’ with us – wherever in the world they may be. VALUE Our specialist Australian onshore & expat team are ready to help you create your ideal future. Whether you’re an Australian resident; or you’re looking to begin your expat journey; whether you’re a new or seasoned expat; or you’re looking to repatriate after your time abroad, our specialist team thrive to be your trusted ally through your life journey. ADVISORY SERVICES ✔ Wealth Management ✔ Investment Advice ✔ Personal & Business Insurance ✔ Superannuation ✔ Retirement Planning ✔ Cash Flow Management ✔ Tailored Advice for Australian Expatriates ✔ Repatriation Planning & Advice ✔ Savings Strategies LET'S HAVE A CHAT Let’s meet for a coffee or over a Zoom call. Our clients at Ally Wealth Management are based all over the world, so whether you’d like to pop into our office in South Perth for a coffee, meet at your workplace or home, or virtually via a Zoom or Skype call, we’d love to hear from you. ❯❯❯ Book your complimentary discussion here: www.allywealth.com.au/contact-ally/ CONTACT ☞ www.allywealth.com.au ✉ info@allywealth.com.au ☏ +61 (08) 6222 4892 Show less



SFR Advisory Group

• Australia
• Financial Services
• 1 - 100 Employee

• Accountant & Paraplanner

  • Jun 2020 - May 2022

  As my role of Accountant and Paraplanner, my core responsibilities were to provide support and assistance to Financial Advisors in the following: - Preparation of financial advice and documentation such as SOA's, ROA's & EO's - Assistance with setting up and preparing documentation for Self Managed Super Funds (SMSF) - Provided assistance in trades of Direct Equities & Portfolio Management - Provided assistance in Superannuation, Aged Care & Centrelink Advice - Preparation & execution of Estate Planning documents such as Wills, EPAs, EPGs, Living Wills, Probates & Survivorship Applications - Preparation and lodgement of Company, Trust, Partnership, and Individual Taxation Returns Show less



Coles Group

• Australia
• Retail
• 700 & Above Employee

• Team member

  • May 2015 - Jan 2022

  My core responsibilities as a team member of Coles revolved around the following: - Restocking Shelves - Addressing the needs of diverse costumers - Supporting team managers with stock takes - Meeting multiple daily deadlines - Serve customers at checkouts - Substitute absent team leaders Skills: Effective communication, Teamwork, Managing multiple tasks effectively, Prioritizing and organizing tasks, Adaptable to new responsibilities, and Team management. My core responsibilities as a team member of Coles revolved around the following: - Restocking Shelves - Addressing the needs of diverse costumers - Supporting team managers with stock takes - Meeting multiple daily deadlines - Serve customers at checkouts - Substitute absent team leaders Skills: Effective communication, Teamwork, Managing multiple tasks effectively, Prioritizing and organizing tasks, Adaptable to new responsibilities, and Team management.



Rottnest Island Authority

• Australia
• Government Administration
• 1 - 100 Employee

• Intern

  • Sep 2019 - Oct 2019