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

Work History


Financial Planner

Atkinson Financial Planning - Doncaster East, VIC, 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.


Central Reservations

Big White Ski Resort - Kelowna, BC, Canada

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


Activity Specialist

Ramapo Country Day Camp                          

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 an Activity Specialist involved leading programs 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.



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.


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. 


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.


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. 


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.



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. 


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. 


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.


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.


Certificate of Excellence

Swinburne University of Technology, Faculty of Business and Enterprise

Received the Universities highest result in the subject Accounting Principles. 

Volunteering Experience


Australian Rules Football Coaching Assistant

Football Integration Development Association (FIDA)

Volunteered 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.


Available upon request.