Download PDF

Objective

To acquire a position within a leading organisation that will offer career growth and professional development.

Work History

20092017

Financial Planner

Atkinson Financial Planning - Doncaster East, Victoria, Australia

Assisted clients in making informed decisions by creating, implementing and continually reviewing plans designed to help them pursue their long-term financial goals. Participated in investment policy discussions and decisions, leading to informed financial recommendations. Devised and executed new business development strategies, attracted and acquired new clients and achieved client satisfaction and loyalty.

Key responsibilities:

  • Developed professional relationships, wrote statements of advice, executed trades, and managed over 300 clients.
  • Jointly responsible for advising on $140 million in assets.
  • Managed and trained supporting staff including Client Associates and other Financial Advisers.
  • Operated a number of state-of-the-art wealth management platforms and client relationship management software.
  • Created and implemented internal processes to streamline customer service, office management and compliance.
  • Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth.
  • Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
  • Identified clients and prospective clients in need of investment guidance and recommended appropriate investment solutions.
  • Supported the transition of the company to a new licensee that enabled advisers to provide independent financial advice without affiliations to product manufactures.

Education

2016

SMSF Association Specialist Advisor (SSA) Accreditation Program

SMSF Association - Online

The accreditation program recognises my skills and knowledge of the SMSF sector as well as knowledge of the SIS, Tax and Corporations Law. The program covers industry standards, fund setup, contributions, investment rules, fund taxation, benefit payments and winding up funds.

20112015

Masters of Professional Accounting

Swinburne University of Technology - Hawthorn, Victoria, Australia

Accounting is the language of business, and skills are relevant to many areas of professional interest. A knowledge of accounting and finance has assisted me to understand how to use resources to the best advantage. Gaining and maintaining wealth are important elements in a market economy. Completed with Distinction average. 

20112015

Masters of Science in Leadership

Northeastern University - Boston, Massachusetts, USA

As today's workforce continues to diversify, leadership skills and responsibilities have become more complex. The Masters of Science in Leadership prepared me to meet these evolving challenges by helping cultivate a personal leadership philosophy. Leveraging interdisciplinary backgrounds, the course combined real-world lessons with an action-learning approach that allowed me to strengthen my leadership capabilities. GPA of 3.846.

20112014

Diploma of Financial Planning

Kaplan Business School - Online

The RG146 compliance course is tailored to give the specialist competencies required to be a financial planner. It combined industry expertise with practical strategies enabling me to provide personal advice to retail clients. 

20052007

Bachelor of Business         

Swinburne University of Technology - Hawthorn & Lilydale, Victoria, Australia

This degree provided the core skills and knowledge in business, management and operations in preparation for roles in a modern organisation. Areas of specialisation included Economics/Finance and Marketing. The course offered opportunities that linked theoretical learning with applied practical work experience. A broad understanding of the business and social environment, including its global and complex nature were developed.

Awards

2015

Global Leader Star Award

Northeastern University - Professor Rick Arrowood, J.D.

Awarded at graduation for showing the greatest personal growth and development, maintaining exceptional academic achievement and emerging with the qualities and attributes of a global leader. The Leadership Star is someone who will use their talents, skill, qualities, and attributes to lead positive change, seek ways to strengthen relationships with stakeholders, recognise the value of multiculturalism and demonstrate a genuine interest in helping others navigate ambiguity, serve a greater good, and take on challenges. 

2012

Golden Key International Honour Society

ID: 8906502

Golden Key is the worlds largest collegiate honour society with more than 400 chapters around the world. Membership into the Society is by invitation only and applies to the top 15% of college students, based solely on academic achievements. Golden Key is committed to a high standard of scholastic achievement, and an ethos of integrity, innovation, respect, collaboration and diversity. 

2012

Endeavour Scholarship

Australian Government - Department of Education, Employment and Workplace Relations

The Endeavour Awards is the Australian Government’s internationally competitive, merit-based scholarship program providing opportunities for Australians to undertake study, research and professional development abroad.

2012

Certificate of Excellence

Northeastern University, College of Professional Studies

Received the Universities highest results in the follow subjects: Leading Teams, The Ethical Leader and Building Financial Relationships.

2011

Certificate of Excellence

Swinburne University of Technology, Faculty of Business and Enterprise

Received the Universities highest result in the subject Accounting Principles. 

Volunteering Experience

2011Present

Australian Rules Football Coaching Assistant

Football Integration Development Association (FIDA)

I volunteer with the Football Integration Development Association (FIDA), in partnership with the Shire of Yarra Ranges and the Montrose Football Club to offer people with an intellectual disability, the opportunity to learn the skills of Australian Rules Football. These clinics have provided participants with an opportunity to improve their motor skills and growth in personal development through increased opportunities for social interaction.

Referees

Available upon request.