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Summary

Financial Planner with extensive financial experience extending to accounting and financial software applications. Adept at dealing with people in a fast-paced setting and resolving customer issues. Focused on presenting financial and investment solutions in a clear, understandable manner.

Work History

Financial Planner

Atkinson Financial Planning Doncaster, Victoria, australia
2009Present

I assist clients in making informed decisions by creating, implementing, and continually reviewing plans that include strategies designed to help them pursue their long-term goals. I participate in investment policy discussions and decisions to make informed financial recommendations. By devising and executing business development strategies I was able to attract and acquire new clients and achieve client satisfaction and loyalty through excellent service.

Big White Central Reservations

Big White Ski Resort Ltd                Kelowna, British Columbia, Canada
20082009

“It’s the snow” is Big Whites motto and they live up to their name with an average 750cm (24.5ft) of Okanagan Champagne Powder falling annually. I spent the 2008-2009 snow season working at Central Reservations in the heart of Big White.

Camp Counselor

Ramapo Country Day Camp             Airmont, New York, USA
2008

I was privileged to spend the summer of 2008 at Ramapo Country Day Camp in New York. A private camp nestled on over 35 acres of woodlands, rolling hills, streams, trails and open space. My role as a Specialist involved leading program activities in the outdoor adventure section of the camp. Campers were taught programs that encourage them to explore individual and team skills and help them realise their potential.

Sales Representative

Crazy John's PTY ltd.                       Chirnside Park, Victoria, AustraliA
20062008

Highly dependable and resourceful Phone Sales representative with a successful history of sales and customer service. Able to handle  high stress situations with accuracy and courtesy. Strong background in customer acquisition and retention across a variety of services and products.

Education

Masters of Professional Accounting

Swinburne University of Technology
20112015

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

Masters of Science in Leadership

Northeastern University               
20112015

As today's workforce continues to diversify, leadership tasks and responsibilities have become more complex. The Master of Science in Leadership prepared me to meet these evolving challenges by helping cultivate a personal leadership philosophy. Leveraging students interdisciplinary backgrounds, this master's degree in leadership combined real-world lessons with an action-learning approach that is designed to build and strengthen my leadership capabilities.

Self Managed Super Funds

KAPLAN BUSINESS SCHOOL
2015

Designed to provide a fundamental knowledge of the establishment, operation and management of an SMSF. It specifically covers issues related to taxation and estate planning, the steps involved in setting up a pension from an SMSF and the different strategies available for specific client situations.

Diploma of Financial Planning 

Kaplan Business School 
20112014

The course provided the essential skills required for the financial planning industry. The RG146 compliance course is tailored to give the specialist competencies required to be a financial planner. It combines industry expertise with practical strategies enabling you to provide personal advice to retail clients. 

Starting and Managing a Successful Small Business

SWINBURNE UNIVERSITY OF TECHNOLOGY
2012

This program introduces basic small business requirements including personal skills, legal and taxation requirements, business structures, management, record keeping, marketing and business plans.

ASX Accredited Listed Program

KAPLAN BUSINESS SCHOOL
2011

Designed in conjunction with the Australian Stock Exchange (ASX) to deliver an in-depth understanding of the characteristics of listed products and to teach how to apply listed products to a wealth management strategy.

Bachelor of Business         

SWINBURNE UNIVERSITY OF TECHNOLOGY
20052007

This degree prepared myself for a career in the business profession. It provided a solid foundation in the language of business and offered a practical curriculum with industry engagement. My major areas of specialisation included Economics/Finance and Marketing. The course offered opportunities that link 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

The Leadership Star

Northeastern University, Professor Rick Arrowood, J.D.
20112015

Presented to an individual who has shown the greatest personal growth and development, maintained exceptional academic achievement, and emerged with qualities and attributes of a global leader. The recipient is someone who will use his or her talents, skill, qualities, and attributes to lead positive change, seek ways to strengthen relationships with stakeholders, recognize the value of multiculturalism and demonstrate a genuine interest in helping others navigate ambiguity, serve a greater good, and take on challenges. 

Certificate of Excellence

NORTHEASTERN UNIVERSITY               
20112015

Received the Universities highest result in the subjects Leading Teams, The Ethical Leader and Building Financial Relationships within the College of Professional Studies, at Northeastern University.

Certificate of Excellence

SWINBURNE UNIVERSITY OF TECHNOLOGY
20112015

Received the Universities highest result in Accounting Principles within the Faculty of Business and Enterprise, at Swinburne University of Technology.

Golden Key International Honour Society

20112015

An international honor society with more than 400 chapters at colleges and universities around the world, Golden Key is committed to a high standard of scholastic achievement, and an ethos of integrity, innovation, respect, collaboration and diversity.

Edeavour Scholarship

Australian Government: Department of Education, Employment and Workplace Relations
2012

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.