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Credentials

  • Certificate III in Financial Services FNS30110
    Commonwealth Bank
    Jun, 2013
    - Apr, 2026
  • CPA
    CPA Australia
  • Tier 2 Accreditation in Basic Deposit Products and Non-Cash Payment Facilities
    Commonwealth Bank

Experience

  • RTN Law
    • Australia
    • Accountant
      • Jan 2021 - Aug 2023
      • Australia

  • Moray & Agnew
    • Melbourne, Australia
    • Finance Business Process Manager
      • Oct 2019 - May 2020
      • Melbourne, Australia

  • K&L Gates
    • Melbourne, Australia
    • Client Accounting Manager
      • May 2019 - Oct 2019
      • Melbourne, Australia

  • Norton Rose Fulbright
    • Melbourne, Australia
    • Financial Operations Supervisor
      • Oct 2017 - May 2019
      • Melbourne, Australia

      Employeed to oversee and manage the finances and operations of Norton Rose Fulbright Australia's national trust and controlled money accounts. Supporting large- scale deployment and enhancements including assigning responsibilities, ensuring adequate resources and monitoring performances. Coordinating the dilvery of professional services to internal staff whilst also managing the delivery of multiple project initiatives designed to enhance the process, service and level of support to various stakeholders

    • Australia
    • Law Practice
    • 700 & Above Employee
    • Accounts supervisor
      • Aug 2016 - Oct 2017

      Promoted to lead and design an effective and consistent delivery of financial services that enhance the company’s mission, purpose and core values by orchestrating and overseeing the operations, staff,and activities of Gadens Finance function. Securing fiscal operations through monitoring and approving financial processing, reporting and auditing of Accounts Clerk, Accounts receivable, accounts payable and Trust Officer to ensure accuracy, timeliness and compliance.

    • Trust Officer
      • May 2015 - Aug 2016

      Promoted to supervise and oversee the finances and functionality of Gadens’ Trust Accounts as well as manage a portfolio consisting of approximately $95million of Controlled Money Accounts. Served as the first point of contact for internal and external clients for queries relating to Trust or Controlled Money. Functioned as a financial adviser for internal staff when required to seek the most profitable investment options available in the Market. Building and maintaining client relationships with Relationship Managers, Corporate Bankers and Client Service Delivery Managers at various Banks.Negotiating and liaising with various Banks on procedures, requirements and investment options available.

    • Accounts clerk
      • Aug 2013 - Apr 2015

      Promoted to assist in all areas of the Finance Team. Act as back up for Assistant Accountant, Accounts Receivable, mainly receipting incoming deposits and ad-hoc tasks requested by Accounts Supervisor and Finance Manager..

    • Customer Service Representative
      • Nov 2012 - Aug 2013

      Assisting customers in realizing their financial goals by conducting financial health checks. Identifying particular needs and understanding our customer's future plans was the key to explaining the benefits of a comprehensive and diverse range of products and services. Recognizing and Identifying the need to refer the customer on to one of our specialist teams such as business banking or financial planning to ensure that we've provided them with the best possible care and experience.

Education

  • 2008 - 2013
    Monash University
    Bachelor of Accounting / Banking and Finance, Accounting and Finance
  • CPA Australia
    Accounting

Suggested Services

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Industry Focus. “Law Practice”

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