Christopher Shulha Email & Phone Number

-Create Paraplanning documents including SOAs and ROAs for Financial Planners in Australia. -Liaise with Australian financial institutions for information to help in the creation of advice.-Proficient in using Xplan, DRAFT, Midwinter, and Ccube in the creation of advice documents. -Responsible maintaining relationships with stakeholders such as advisers and contractors.

Fremantle, Western Australia, Australia

-Built a programable model for ideal compost bin distribution. -Communicate with the public on the new compost bin policy for the city.-Interphase with the customer service team for potential issues. -Used intra-maps software to plan routes for the dissemination of communications and compost bins.

Perth, Western Australia, Australia

-Advise Clients on Investment Strategies. -Work with institutional and sophisticated investors to raise capital for new ventures.-Help the firm research new client opportunities. -Write investment advice documents to keep in line with firm’s compliance strategy.-Consult with clients concerning their portfolios, the economy, and investment recommendations

Perth, Australia

-Created statements of advice tailored to the adviser's specific recommendations. -Researched insurance products for clients to find the best products for the best premium. -Research the market and many different industry sectors to help the adviser come up with the firm's view on which investments were suitable for the firm's model portfolios.-Liaised with banks, insurance companies, fund managers, brokers, and accounting firms on the firm's behalf. -Maintained firms compliance profile by checking documents and liaising with the compliance officer.-Communicated to stakeholders about their portfolios, economy, and adviser recommendations. Became the client's first point of contact in relation to their investments, and the creation of financial strategies including presenting a statement of advice.-Helped create research reports for the firm’s investment committee.-Created statements of advice using Ccube software tailored for an advisers specific recommendations.

Perth, Australia

Perth, Australia

Perth, Australia

-Gather and evaluate client data for strategy development-Model and develop potential strategies in XPLAN for consideration including those with SMSF-Build excel/visual basic models for complex financial modelling-Prepare visual presentations for clients to better illustrate advice-Proactively make advisers aware of any potential planning or advice issues-Support investment committee with research and modelling-Analyse current clients portfolios

Brisbane, Australia

Provide assistance with implementation of clients financial plans while providing analysis of stocks, portfolios, and the market.Responsibilities Include:- Creating Portfolio reports for clients- Helping management with market and stock analysis- Implementation of Financial Plans - Make regular communication with clients regarding their portfolios and the market

Masters of International Economics and Finance

The UQ Business School Postgraduate Association (BSPA) is the official social and industry network for all postgraduate students within UQ Business School.Responsibilities include:- Management of the bspa board in planning and implementing activities- Applying for funding and sponsorship- See the organization's direction meets its goals- University of Queensland point of contact for postgraduate business students

Helped work on White Paper campain

Help Collect economic data to assist the Brisbane City Council in their town planning efforts. Duties included interviewing small business throughout the Brisbane area and using specialized software to input data such as mapinfo so it could be used in a meaningful way.

Role: Made Determinations on unemployed people's claims to determine if they were qualified to receive benefits while attending an educational institution.- Gathered relevant information about universities and educational institutions programs for my supervisors to determine if they were properly administering their programs to the unemployed. - Interviewed claimants to determine if they were able to receive benefits while collecting unemployment- Helped collect statistics to discover how many new unemployment claimants were requesting educational assistance and determine their eligibility

Role: Gathered information on company's retirement plans to help the sales team and management find new business. looked through IRS database to find companies with large retirement plansResearch completions clients to see which of their clients we could offer a superior service to Created Power Point presentations with the information collected to show the sales team and management why a particular firm was a good business opportunity.Organized merchandising material for the sales team to approach a new client

• Corresponded with customers by mail, phone, fax and e-mail to collect data for economic statistics while achieving timely targets• Discovered several escalation issues to pass on to Team Leaders• Managed and solved many escalation issues while coordinating with my Team Leaders and other members of my research team. • Passed Data on to the New Zealand Government to be then sent to international organisations (such as OECD and the UN) on key aspects of New Zealand's economy, environment and society

Role: Was responsible for assistant the Marketing Management while one of their staff members was on leaveHelped coordinate Oct 2007 issue of club newsletter and Nov issue of Bowls Magazine Launched new brand MIB (Mates-In-Bowls) social summer league PLUS Xmas Bowls, Team Bowls and Fling Bowls Updated Bowls NZ Website and developed an effective web-marketing plan Formatted posters, created presentations and assisted with marketing reports for Sept 2007 National Club Conference, and helped plan and execute National Bowls Awards with the input of staff across that countryUsed branding and marketing experience to accomplish all of the above

Role: Responsible for gathering data and executing marketing campaignsGenerated marketing reports on past fundraising campaigns working with Australian counterpartsLiaised with donors and handled queries about donations Coordinated magazine and direct-mail advertising with print houses and publishersManaged and maintained donor database and provided creative input on website design

• Helped plan brand promotional events; liaised with major suppliers to cut costs with marketing team members • Interfaced with creative and promotional agencies, field sales reps and management • Custom-designed POS for key accounts and events (eg.World Cup trophy tour 2005) using Photoshop and Avid software• Overseer of Budweiser POS (point of sales) production; maintenance of brand image integrity; communicated with US and UK counterparts • Merchandised off-site (ie pubs, liquor stores etc) to check quality of POS. • Introduced the concept putting digital media to my on flat screen TVs in key outlets to my supervisor and was allowed to implement the project

Masters Of International Economics And Finance, International Economics And Finance

Activities and Societies: Business Post Graduate Society

Diploma Of Financial Services(Financial Planning)

Bachelors, Marketing

Activities and Societies: NCAA Cross Country