Relocated to Melbourne in February 2013.Responsible for the development and sales of Goal's suite of products and services and the on-going relationship management in Australasia.

Providing Consulting Services for all aspects of Securities Class Actions, Withholding Tax, QA Testing and Client Relationship Management.

• Responsible for the daily reconciliation of UK and Foreign Withholding Taxes incurred across the Macquarie Group.• Preperation, issuance and maintenance of all documentation supporting the operational tax function; including client and custody documentation.• Daily reconciliation of excess foreign Withholding Taxes suffered by the Macquarie Group and the recovery of the funds.• Day to day tax support to the Global Corporate Actions Teams, providing assisting with queries and providing guidance where required.

• Trade reconciliations using Fiscal and Cgix incorporating Capital Gains Tax rules

Research daily, all securities class action cases, lead plaintiff and settled (over 100 different sources).Sending out daily alerts to clients.Keeping the internal database up to date.Researching various potential class action cases.Calculation of entitlement.Preparing and sending claim forms to the various paying agents.Calculating client allocations once funds received.Account reconciliations.Formatting client data.Answering queries from clients, lawyers and paying agents.Commission files for company projections.Training new staff members.Development of in-house automated system to calculate and prepare claim documentation.All major areas of securities class action process.Overseeing the day to day processing of claims.Project Involvement• When Magenta was purchased by Goal, a mandate was given to design and implement a new system that would be able to hold client data internally and also calculate the recognized losses for eligible clients; I was instrumental in the process as a senior user. I Supplied the PM with the knowledge and resources to deliver this project from SU to CP. I had to liaise with various departments including operations, I.T. and audit/Quality assurance. A daily log was kept which incorporated lessons learnt.• April 2010 – Promoted to Head of a new Research team, researching class actions, US bankruptcies and, antitrust and abandoned property. Which involved implementing developing and maintaining relationships with US lawyers and paying agents – including securities lawyers – both over the phone and in person. Project to deliver two new products, Antitrust service and Bankruptcy Service, which included finding information sources, setting up databases and finalizing the processes for filing forms with the relevant courts. The mandate was given and I supplied the Project Brief (80+ pages) detailing all sources of information, risk factors and total benefits. The project was delivered on time and within tolerances.

Research daily, all securities class action cases, lead plaintiff and settled (over 100 different sources).Sending out daily alerts to clients.Keeping the internal database upto date.Researching various potential class action cases.Calculation of entitlement.Account reconciliations.Answering queries from clients, lawyers and paying agents.Project Involvement• First employee of Magenta One Limited, heavily involved in setting up the operational structure, reporting to clients, databases and claiming procedures that are still in use today• Instrumental in the transition from Magenta One Ltd to Goal Global Recoveries Ltd. Responsible for training the operations staff in all aspects of class action processing, from researching cases, to claims calculation, to filing the claim forms and resolving trading queries from the paying agents, to the conclusion of allocating funds to client sub accounts.

Working on behalf of UK charities and pension funds, prepare and submit R63N claims to Inland Revenue. in a timely fashion.Prepare and submit R68 claims to Inland Revenue.Answering queries from Inland Revenue and client service officers in a timely fashion, ensuring the queries and answers are logged and a copy is kept in the clients file for future reference.Banking payments received from Inland Revenue by the following working day.Chasing all outstanding monies on a monthly basis.Keep UK tax systems updated daily when new information is received.Set up new clients when documentation is received.Ensure records of all UK tax reclaims are clear and concise.Continue to provide monthly reports to income dept and Deutsche Asset Management.Maintenance of filing.Developed various Excel reports, designing macros to add the tax rates to the Property Trust calculation table.

Clearing up back log of foreign tax reclaims.

UK tax reclaims for charities and pension funds.Training new staff.Reconciled cash received to sterling accounts.Dealt with client/tax office queries.Paid cheques into various accounts.

Received various currency repayments from custodians world-wide.Reconciled cash received to the clients accounts and make payments to clients.Ensured that various currency accounts balancedAdvised payments with schedules.Updated records.Trained new staff.Worked within a team environment and on individual projects