Arjun Shrestha Email & Phone Number

Launceston, TAS, AU

Launceston, Tasmania, Australia

• Conducting detailed research/fact finding on existing and new clients in preparation for a Record Of Advice / Statement Of Advice.
• Executing the implementation of advice in accordance with the RoA / SoA and implementing regular investment rebalance switch.
• Ensuring appropriate paperwork is completed for Super rollovers, new Super/Pension account set up, submitting Notices of intent, etc.
• Setting up new accounts, track the progress of their implementation to ensure establishment in a timely manner and completion of compliance check.
• Liaising with clients regarding any changes that suit their needs i.e. change of investment amounts, bank details, pension payments, nomination of beneficiaries as instructed by the client/adviser.
• Ensuring compliance documents are signed, completed, and filed accordingly i.e. Risk Profile, Certified ID, FSG, PDS, TMD, ATP, TPA and Fact Find.

Launceston, Tasmania, Australia

• Provided a point of contact for clients answering calls, emails, and non-advice queries.
• Ensured client/adviser appointment deadlines are monitored and client files are FASEA compliant.
• Prepared Advisers Annual/Interim/Desk review packs to ensure a smooth review process for clients.
• Maintained client database and maintained the highest standard of client confidentiality.
• Drafted professional and accurate client communications and review documents.
• Liaised with a wide range of external bodies including banks, Centrelink, share registry, and insurance providers.

Hobart, Tasmania, Australia

• CPA Australia is one of the world’s largest accounting bodies with a membership of more than 164,000 Finance, Accounting, and Business professionals in 118 countries across the globe.The CPA Australia Ambassador.
• Increased CPA brand awareness at the university level through education and student engagement channels.
• Connected University students to the CPA Australia Network at industry nights, career fairs, and professional events.
• Provided strategic input to improve student engagement and brand exposure at on-campus events.

Melbourne, Victoria, Australia

Southbank, Victoria, Australia

• Prime Financial Group ASX: PFG is an integrated Accounting, Wealth Management & Capital Advisory firm. It was founded in 1998 and manages a 1.5 Billion Clients fund and partners with 30+ Accounting firms all across.
• Compiled written financial recommendations & product disclosure statements.
• Completed & co-ordinated application lodgments/withdrawals/investments.
• Maintained client files/filing & co-ordinated review schedule.
• Issued Client welcome packs and Financial Services Guide
• Undertaking Administrative inquiries and coordinated client Invoicing.

Southbank, Victoria, Australia

• Prime Financial Group offers a Self Managed Super Fund as well as other various financial services. Prime's Integrated SMSF Service covers Financial and Retirement Planning, Investment Advice, Insurance as well as.
• Managed Super and Retirement Planning process and assets.
• Setting up SMSF and reviewing the existing trust deeds.
• Used Class to generate data feeds, financial reports, bank statements, and monitoring various transactions.
• Compiled and stored documents as part of the SIS Compliance Act.
• Liaised with the Manager to update the progress of the assigned task and providing requested documents.

Southbank, Victoria, Australia

• Communicated with Clients as a Telstra brand partner
• Prepared mobile reports, monthly invoices, and stock reports with the use of Excel and MS Word
• Preparing consignments and receiving the stocks from suppliers
• Ensured that Stocks are up to date and recorded in a timely manner
• Emailing the customers, printing, and performing various administrative duties
• Used software such as Telstra mobile helpdesk portal, MYOB, and Reporter

Graduate Diploma Of Financial Planning, Financial Planning And Services

Diverse Leadership Program, Organizational Leadership

Master Of Professional Accounting, Accounting And Finance