Experience

Fiducian Group Limited

• Australia
• Financial Services
• 1 - 100 Employee

• Legal Counsel

  • Jun 2018 - Present



Fiducian Financial Services

• Australia
• Financial Services
• 100 - 200 Employee

• Compliance Officer

  • Sep 2016 - May 2018



Infocus Advisory (Australia)

• Australia
• Financial Services
• 1 - 100 Employee

• Advice Manager

  • Aug 2014 - Aug 2016

  • Assisting with the preparation of client advice documents (including Statement of Advice, Record of Advice, Review and Strategy Paper) • Liaising with and briefing Paraplanners on advice recommendations • Reviewing client advice documents to ensure advice is accurate and compliant • Designing systems and workflows for planners and advisers to ensure advice processes are efficient and compliant • Preparing client files for annual audit by Charter Financial Planning as part of licensing requirements • High level of familiarity with COIN software



WMD Law

• Australia
• Law Practice
• 1 - 100 Employee

• Law Graduate

  • Aug 2011 - Aug 2014

  • Liaising with clients and Solicitors as instructed in the preparation and conduct of property and family law files. • Conducting property settlements• Attending courts, tribunals and authorities to file legaldocuments• Drafting legal documents and correspondence• Legal research• Office administration

• Legal Internship Program

  • Dec 2011 - Feb 2012

  • Drafting various legal documents for current matters, including correspondence, affidavits and pleadings• Assisting Senior Associate and Counsel in preparation and running of final parenting hearing in Federal Magistrates Court• Assisting Senior Associate in preparation and attendance at conciliation conferences in Federal Magistrates Court• Attendance at client conferences• Liaising with clients and other practitioners• Preparation of briefs to Counsel• File management and administration



Wyatts Compensation Lawyers

• Australia
• Law Practice

• Practical Legal Training clerk

  • Jan 2014 - Mar 2014

  • Drafting correspondence, schedules and summaries of medical and financial reports to clients and Solicitors • Assisting Solicitors and Partners in the preparation of personal injury, civil litigation, and compensation law files • Reviewing files on the instruction of Partner for relevant documents • Attendance at Supreme and District Courts to file documents and observe court conduct of other practitioners • Drafting correspondence, schedules and summaries of medical and financial reports to clients and Solicitors • Assisting Solicitors and Partners in the preparation of personal injury, civil litigation, and compensation law files • Reviewing files on the instruction of Partner for relevant documents • Attendance at Supreme and District Courts to file documents and observe court conduct of other practitioners



Watkins Tapsell Solicitors and Barristers

• Australia
• Law Practice
• 1 - 100 Employee

• Registration Clerk

  • Sep 2008 - Jul 2011

  • Conducting property settlements at various locations around Sydney CBD • Attending courts, tribunals and authorities to file legal documents • Office administration duties including photocopying, data entry, organising in-house functions and catering, filing, outgoing mail, and file management using Lawdocs and Open Practice software • Conducting property settlements at various locations around Sydney CBD • Attending courts, tribunals and authorities to file legal documents • Office administration duties including photocopying, data entry, organising in-house functions and catering, filing, outgoing mail, and file management using Lawdocs and Open Practice software