Support senior advisors to implement advice across managed investment funds, superannuation, pension and bespoke portfolios in line with compliance regulations

Delivered specialist advice to customers, consistently demonstrated a high level of service and led group coaching clinics of all age groups from beginner to advancedHandled back office tasks- banking, accounts receivable, invoicing and inventory using Xero

Worked with the investment advisory team to analyse asset allocation, tax structuring and investment strategies of client portfolios to ensure they fitted within the client’s objectives, risk profile and portfolio restrictions

Selected from thousands of entrants to work in a multi-disciplinary team with industry partner Fremantle Dockers to develop and showcase a project solution to specific sustainability problems at Cockburn ARC facility

Handled all member enquiries, course marshalling and proshp operations

Supported clients with disabilities including Autism to Down syndromeDeveloped and implemented inclusive measures to support clients to participate socially in the community

Recruited 150 people locally and internationally producing AU$125,000+ in product salesExcelled at public speaking, including presentations at His Majesties, Hyatt, NovatelDeveloped training systems for associates resulting in a 50% increase in the customer baseTravelled internationally to promote the brand, develop relationships and engage in training