• Completed Professional Year October 2022 - September 2023• Collaborating with the research division to carry out client-specific investment analysis• Preparation of Statements of Advice and Records of Advice detailing client recommendations• Preparation of materials and review of administrative forms required for client meetings• Attendance at client meetings with an advisor• Implementation of agreed investment/planning decisions• Review and analysis of portfolio reports prepared by the administrative team• OHS Committee - Health & Safety Representative• Mental Health First Aider• Financial Advice Association Australian member

• Using Xplan (inclusive of Xtools+, Wealthsolver and Risk Researcher) to write complex and limited SOAs for HNW clients incorporating Trusts, SMSFs and Corporate Beneficiaries. • Preparation of quarterly ROAs for all clients to review their existing portfolios.• Review and preparation of annual SMSF Investment Strategies.• Maintaining the PDS register and distributing updates to the advice team.• The preparation of over 300 SOAs since commencing in Paraplanning.

• Supporting two Financial Consultants including a Partner with all administration and client communication requirements including the preparation of review packs for meetings• Implementation following the review meeting for clients ranging from their 20s to their 90s including but not limited to FHSSS, Account applications and rollovers, Notice of Intent to Claim S290, In-specie transfers to new products, Set-up of new SMSFs, Pension commencement and recasting, Nomination of Beneficiaries and Death benefit claims• Maintaining the compliance requirements of the business including the FSG register, FDS and Opt-in requirements and project work relating to transferring Grandfathered clients to new ongoing fee arrangements• Purchasing term deposits, buying and selling shares and transacting on a client’s behalf after receiving advice from the Consultants• Training new CSOs and providing ongoing support to the team• Diary management and follow up with clients to ensure that review meetings are booked semi-annually and that a current client questionnaire is on file

• Undertaking a three-month secondment in the Insurance area to support the CSO team with Insurance renewals during a busy period

• Provide support to the Business Manager in the day to day running of the serviced office.• Setting up of new serviced office and virtual office clients.• Completing the move in process in with new serviced office clients including all related inventory paperwork.• Complete the vacate process with serviced office clients including organisation of all office make good requirements.• Setting up offices in preparation for move-in and display suites.• Assist with the checking in process with clients & client retention alongside the Business Manager.• Managing all accounts processes including setting up new clients in customer billing, end of month processes, responding to client queries, debt collection etc.• Provide building updates to clients.• Support Client Services Coordinator & Boardroom Coordinator where required.• Establishing a positive and influential on-site presence with peers.• Assist the Business Manager with management of teams with a view to develop these skills.• Assist with networking functions.

• Responding to website and telephone enquiries for Boardroom bookings• Account management and maintaining relationships with external clients to encourage and promote repeat business • Actively upselling additional revenue including catering and AV• Managing and tracking of Boardroom budget for all sites within the company• Coordination of monthly Boardroom meetings with Boardroom Coordinators representing each site within the company• Project managing the implementation of an online booking system throughout the company• Working with internal departments to streamline systems and procedures• Completion of administrative duties ensuring that signed contracts and financial information are received and securely saved• Supporting the Boardroom team including the creation of a Boardroom Handbook to create uniformity in service and presentation throughout the company• Active involvement in the company Culture Club• Participation in Asia Pacific Group’s Build Your Own Learning personal development program

• Using Delphi to generate quotes, contracts and Banquet Event Orders• Proactive sales including weekly prospecting calls to previous clients and following up group leads generated from the sales team.• Working with a sales focused attitude ensuring maximisation of revenue at every opportunity in line with revenue management strategies• Maintaining accurate and up-to-date hard and soft files for all expected group arrivals• Meeting and greeting potential and contracted business contacts and conduct tours of inspection as required• Liaising with all departments to ensure that complete information concerning groups is clearly communicated to key hotel departments• Completion of administrative duties including ensuring the hotel receives client's signed contract, ordering catering requirements, external equipment hire, and client financial accounts.• Managing and maintaining strong working relationships with all stakeholders

• Pre-Opening a newly constructed 4.5 star hotel• Using IVvy and Protel to manage events, generate quotes and create Banquet Event Orders• Managing corporate client accounts and relationship building to create repeat business• Providing hands on supervision of conferences, meetings and events of up to 300pax.• Overseeing the training and development of conference team members. • Managing stock control and ordering to ensure that catering and equipment is provided on time, is of an acceptable quality, and meets budgeted costs. • Completion of administrative duties including ensuring the hotel receives client's signed contract, ordering catering requirements, external equipment hire, and client financial accounts.• Participating in the TFE Hotels’ Management Leadership Program

Coordination of events and weddings for corporate and leisure clients .Duties include:-Responding to online and telephone enquiries-Preparing quotes for clients-Liaising with other departments to coordinate the requests of clients-Conducting site inspections and demonstrating knowledge of the hotel-Following up on leads from the Sales Department-Preparing Event Orders inclusive of client preferences-Meet and greet on the day of the function-Preparing final invoice

Managing a team of 8-10 staff members. Overseeing the day-to-day operations of a 65 seat Restaurant. Duties Included:-Training and mentoring of staff-Liaising with the chef in regards to bookings and feedback-Overseeing the day-to day operations of the restaurant-Service of alcohol-Coffee making During my time at Goodlife I was able to increase the quarterly sales by 8% as compared with the previous year. The restaurant was also a finalist in the 2013 Restaurant and Catering Awards.

Duties include:-Handling guest enquiries and complaints-Checking guests in and out of the hotel-Preparing guest accounts and processing payment-Preparing and printing Gift Vouchers-Upselling of room types, packages and hotel facilities -Liaising with other departments to ensure guest rooms met guests' expectations

Duties include:-Night Audit-Reservations-Hotel check in and out-Taking and directing of phone calls

Responsible for opening and closing the store; supervising a team of 4 staff on shift; preparing coffees to a high standard