Anna Borgman Email & Phone Number

Adelaide, SA, AU

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Preparation of letters of offer and security documentation for business customers

Adelaide, Australia

- Preparation of Letters of Offer and opening of facilities for Commercial Customers with exposures over $750k- Liaison between back office functions and front line Business Bankers to manage stakeholder expectations- Input of Financial Statements into Credit Risk Rating Software - Provide national support of Optimist Software- Creation of Government.

Adelaide, Australia

Affiliate Financial Advisor & Authorised Representative of AMP- Out calling general practice to keep them engaged with the business and booking them in for review meetings with a financial advisor- Receiving in bound technical queries from clients and providing general support- Writing strategy sheets for paraplanning - Conducting research and product.

Adelaide, Australia

Adelaide, Australia

As part of a team of students, and in collaboration with the New Venture Institute, I provided business consultancy services to a regional consortium to develop solutions and strategies to resolve identified regional economic and social issues confronting the area.

Adelaide, Australia

Loading Financial Accounts into the Bank’s risk-rating software, Optimist (from accountant prepared financials, management accounts, and interim financials)Consolidating financials (to allow the Bank to assess a customer Group as a whole)Interpreting Financial Accounts and understanding various business structures. i.e. sole proprietor, partnerships.

Adelaide, South Australia

Engaging with customers and providing excellent service while adhering to a strict time schedule.

Hove, South Australia

Provided customer service while also ensuring that orders were made to a high standard in a short period of time.

Graduate Certificate Of Financial Planning, Financial Planning And Services

RG146 Tier 1 compliant in Financial Planning, Securities, Derivatives, Managed Investments, Superannuation, Insurance, Foreign Exchange.

Bachelor'S Degree, Combined Buisness (Advanced Leadership) (International Business) / Commerce (Finance/Economics), Gpa 5.5/7

Activities and Societies: Inspire Mentor Program, Vice-President and Secretary of Flinders Business School Student Association (FBSSA).

Bachelor’S Degree, Study Tour

Included basic language classes, lectures on environmental law, cultural differences, business models, and feasibility of expatriating to.

Intensive Topic, International Relations And Politics In The Eu

Included weekend study trips to the European Commission, European Parliament, International Criminal Tribunal for the former Yugoslavia.

Diploma Of Hospitality

High School

During my time at Brighton Secondary School I was able to experience leadership roles as a Peer Mentor and as part of team in the F1 in.