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Actively looking for a Administrative/customer service role either on a part time or full time basis. I have a helpful and caring deamour, I use my initiative, possess the ability to multi task and enjoy being part of team.

Work experience

Financial Planning Assistant

Partners Wealth
Oct 2014Present

  • Provide a high level of customer service to new and existing clients.
  • Lodgement of superannuation, SMSF, insurance, Stock trades, fund investment changes and any alterations required.
  • Following up on outstanding til completion in a timely manner.
  • Following compliance accurately.
  • Client annual reviews performed on a monthly basis.
  • Ongoing study of DFP.

Paraplanning/Client Services

Experien insurance
June 2014Oct 2014

  • Provide a high level of customer service to high net worth of professionals within the Medical Industry.

  • Lodgement of new business Insurance Applicons, following up til completion and ensuring a smooth process.
  • Attending Seminars and workshops to keep up to date with product changes.

Financial Planning Assistant

Precept Financial Services
Oct 2011Jun 2014

  • Lodgement of superannuation, SMSF, insurance, Stock trades, fund investment changes and any alterations required.
  • Maintaining ongoing and new client relationships by providing a high level of customer service and understanding.
  • Achieving quarterly targets.
  • Maintaining compliance and keeping up to date with laws within the financial industry.
  • Mentoring and managing colleagues and being of service to 5 advisors.
  • Organising meetings with BDM, states Underwriters to ensure smooth processing of applications, completions and product knowledge.
  • Attending corporate events to develop or maintain business relationships.
  • Client reviews accurate and completed before due.
  • Ongoing DFP study.

Case Management

Onepath Insurance
July 2011 Sept 2011
  • Preparing Insurance cases for approval.
  • Keeping work constantly accurate
  • Providing assistance with quotes.
  • Updating policies with any required changes or amendments.
  • Banking and administrative duties
  • Looking after Adviser and client queries.

Pension Analyst

Pension Transfers Direct
Jul 2007Jul 2011
  • Preparing UK Benefit projection reports.
  • Data entry and administrative duties
  • Researching UK funds and gathering details
  • Following up on outstanding in a timely manner and updating advisers across WBC, ANZ, St George, Bankwest, CBA, NAB.

Support Worker within Aged Care

Mercy Hospital
Mar 2006Jul 2006
  • Looking after the well being of clients
  • providing domestic aid
  • Shopping for client
  • Providing company and understanding.
  • Maintaining a sincere and high level of care
  • Ongoing training to help with dementia clients

Settlements Officer

Jan 2005Mar 2006
  • Administrative duties and answering the phone professionally.
  • Issuing settlement cheques and banking.
  • Preparation of minor documents.

Data Entry Operator

Jardine Lloyd Thompsons
Apr 2004Dec 2004
  • Data Entry - Entering accounts and medical certificates precisely.
  • Administrative duties
  • Customer queries

Customer Service in Manchester Department

Nov 2000Feb 2001
  • Sales Assistance to customers on the floor and via mobile
  • Using Price Labelling Device.
  • Maintaining a clean and tidy department.
  • Being friendly and helpful whenever possible.


Interior Design and Decorating

Aug 20152015

Building design and planning
Reading and amending house plans
Identifying housing styles

Flooring and lighting
Types and applications of floor treatments
Types and applications of lighting

Kitchens, bathrooms and laundries
Design layouts
Finishes, hardware and fittings

Storage solutions
Planning and designing storage areas
Hardware and fittings
Storage brief and online research activity

Colour theory
Colour and its application
Colour schemes
Paint selections and finishes

Window treatments and decor
Types of window treatments
Decorating your home
Changing or creating a room - workshop

Diploma of Finance


Completed Customer Service

Completed Sales and Service

Completed Dealing with Conflicts in the Workplace

Gained Valuable Knowledge of Economics, banking, lending and accounting.

Diploma of Financial Planning I, II and III


Understanding Insurance

Operation of Insurance markets

General Insurance

Personal Insurance

Advisory Function

Legal Obligations and Compliance

Applying principles of professional practise to work in the financial service industry

Comply with financial planning practicing ethical, operational and regulation guidelines

Determine client requirements and expectations

Cert IV in Mortgage Broking


All aspects of  Mortgage lending, laws and practises and laws associated.


Customer Service & Sales

Ability to provide a high level of customer service and satisfy their needs whilst promoting business.

Being friendly, trustworthy and outgoing character I would work well in a sales environment. My customer service skills in finance can translate into a customer sales role.


Food Handling and workplace hygiene Practises

Responsible Service of Alcohol


Advanced computer Knowledge -Microsoft 8.1 Word, publisher, excel and PowerPoint, Figtree, Xplan including risk researher and the SOA wizard, Cannes Lotus, Using the internet to research/track funds and being able to understand new software/programs with ease.

Logical and Analitical

Ability to interpret alot of information and use my logic in situations.

Compassionate and Understanding

Always available and approachable if staff members require assistance or mentoring.

Proud to provide aid to the MS Society  and Headspace charities regulary

Attention to detail

Data Entry skills

Focused when taking or providing directions

Excellent communicator

Telephone Techniques and Verbal Judo Course completed, friendly, approachable and willingness to help others.


Allowing me to work within a trade environment

Problem Solver

A problem is a challenge I am willing to help with, whether a  computer software issue or any problems arising with customers. I have completed a Verbal Judo short course to dealing with conflicts in the workplace.


Maintain parents grounds and my house. Mowing, fertalizing, planting, pruning, attention to the needs of different plant and flower species, fixing patches in lawns including buffalo lawn. 


Making basic joins, handling various powertools and handtools. Planning designs, measuring, sanding, painting, varnishing.


Nicholas Hart B.A.Adv Dip Fin Serve (FP)

Securicor Financial Group Ltd (formelly PTD Manager)

T (08) 9323 3000

Lisa Gliddon, Senior Analyst

Pension Transfers Direct

Mb 040 406 4234

Mary Shaw, Administrative Manager

Precept Financial Services

Mb 041 222 8107

Hobbies and Interests


Designing Furniture 

Carpentry and woodwork

Stock market & investment options

Computers and Technology