See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Thomas Lee is a detail-oriented and organized professional with experience in customer service, financial planning, and administration. He has worked in various roles, including Retail Sales Assistant, Account Manager, Paraplanner, and Bartender, and has a strong educational background in Commerce and Arts.

Experience

  • Pride Advice
    • Sydney, New South Wales, Australia
    • Paraplanner (Financial Advising)
      • Aug 2022 - Present
      • Sydney, New South Wales, Australia

      In this role, my responsibilities include:- Supporting financial advisers in establishing suitable financial plans for their clients.- Researching financial products and preparing records for clients.- Analysing a client's current financial situation.- Ensuring compliance in accordance with regulatory requirements and industry standards.

  • BBN Superannuation Fund
    • Sydney, New South Wales, Australia
    • Account Manager
      • Jan 2021 - Present
      • Sydney, New South Wales, Australia

      In this role, my responsibilities include:- Preparing and lodging BBN's annual income tax and regulatory returns- Assisting in preparing BBN's annual financial statements- Preparing any and all paperwork required to administer pensions- Monitoring the fund's investment portfolio- Primary responsibility for assisting the trustee in the investment portfolio- Maintaining a cash management account in BBN's name; and- Maintaining a list of BBN's assets.

  • Merivale
    • Sydney Cricket Ground (Members Bar)
    • Bartender
      • Dec 2021 - Jun 2023
      • Sydney Cricket Ground (Members Bar)

      - Experience in customer service and delegating tasks in a fast-paced environment.- Worked with small groups in order to improve the bar’s efficiency and output.

  • BWS
    • Sydney, New South Wales, Australia
    • Retail Sales Assistant
      • Dec 2021 - Aug 2022
      • Sydney, New South Wales, Australia

      - Provide information about customer programs and products, improving customer retention rates.- Regular reporting to management relating to customer satisfaction.

  • University of Melbourne
    • Melbourne, Victoria, Australia
    • Peer Mentor
      • Feb 2020 - Dec 2020
      • Melbourne, Victoria, Australia

  • Kelly's Bar & Grill
    • Sydney, New South Wales, Australia
    • Bartender
      • 2018 - 2020
      • Sydney, New South Wales, Australia

      Bartender and kitchen runner at Kelly's Bar & Grill (Bondi Junction and Chatswood locations).

  • Dick Smith Electronics
    • Sydney, New South Wales, Australia
    • Retail Sales Assistant
      • 2015 - 2016
      • Sydney, New South Wales, Australia

  • AFL Umpires Association
    • Sydney, New South Wales, Australia
    • NSW/ACT AFL Umpire
      • Mar 2014 - Oct 2015
      • Sydney, New South Wales, Australia

  • McDonald's
    • Sydney, New South Wales, Australia
    • Food Service Worker
      • Dec 2013 - Jan 2015
      • Sydney, New South Wales, Australia

Education

  • 2019 - 2022
    University of Melbourne
    Bachelor of Commerce - BCom, Finance/Management
  • 2018 -
    University of Melbourne
    Bachelor of Arts - BA
  • 2014 - 2017
    Cranbrook School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles