Experience

Stakks Group

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Feb 2021 - Present

  The face of our client management and financial planning implementation. Client Services Manager Role: Management of Financial Planning clients (50+ clients) Assisting the Advisor Assisting the Director of the business Accounts Payable & Receivable for the SMSF clients i manage (50+ clients) Liaising with Insurance companies, retail managed funds, share portfolio providers etc... Implementing the SOA strategies once approved by the licensee auditor Including SMSF start to finish set up Insurance applications Client super rollovers ABN/ TFN applications for the SMSF Investment Property research & planning Maintaining data base of clients Maintaining ASIC agent data base for all Financial Planning managed clients Preparing FDS's/ Opt-ins for the Advisor Constant communication between clients and the firm Preparing summary reviews for the Advisor Preparing meetings for the Advisor Preparation of SMSF annual accounts information for the accounts team to prepare and process the annual returns; Including obtaining full FY bank statements, month to month rental statements, bills paid within the FY, lease agreements, loan document collection (if refinanced or new property), and more.



Alpha Consulting Group (Norwest) Pty Ltd

• Australia
• Accounting
• 1 - 100 Employee

• Practice Manager

  • May 2017 - Feb 2021

  Ability to work in a team environment. Working with MYOB and Xero. Working with HandiSoft & HandiTax. Working with CCH iFirm & CCH Web Manager. The ability to multitask. Maintaining a clean and healthy work space. Problem solving. Working with the ATO. Working with ASIC. Working with Reckon. Helping set up new entities. Assisting in the preparations and Lodgment of Tax accounts, BAS and IAS Reconciling of accounts.Accounts payable/ debtors control IT assistance- user set ups and office maintenanceClients Payroll

• Administrative Assistant

  • Nov 2015 - May 2017

  Ability to work in a team environment. Working with MYOB and Xero. Working with HandiSoft & HandiTax. Working with CCH iFirm & CCH Web Manager. The ability to multitask. Maintaining a clean and healthy work space. Problem solving. Working with the ATO. Working with ASIC. Working with Reckon. Helping set up new entities. Assisting in the preparations and Lodgment of Tax accounts, BAS and IAS Reconciling of accounts.



Asplundh Tree Expert (Australia) Pty Ltd

• Australia
• Utilities
• 1 - 100 Employee

• Office Assistant

  • Nov 2012 - Nov 2015



Rockpool Dining Group

• Australia
• Hospitality
• 200 - 300 Employee

• Waitress

  • Jan 2012 - Oct 2013



Austa Automotive Globes

• Warehouse Assistant

  • Nov 2011 - Feb 2012