As Client Advice Manager, I worked with our direct property team to improve our clients' investment return and confidence throughout their property journey. This role included direct oversight of our buyers agency and research teams, and collaboration with our finance and property management team leaders and external financial planning advisor panel. Drawing on client data (with extensive use of Salesforce) and property market data, and through regular conversations with our clients, I… Show more As Client Advice Manager, I worked with our direct property team to improve our clients' investment return and confidence throughout their property journey. This role included direct oversight of our buyers agency and research teams, and collaboration with our finance and property management team leaders and external financial planning advisor panel. Drawing on client data (with extensive use of Salesforce) and property market data, and through regular conversations with our clients, I identified and implemented opportunities to improve our processes, inform/educate our clients, and train our team. Show less

In this role I worked with our direct residential property team to develop a Quality Assurance framework, to provide oversight to the quality of our advice to our clients. This role reached beyond compliance activities to also encompass reviews of segments of our clients' journey in property. Once completed, these quality assurance projects have resulted in strategies employed by our management team in areas such as team training, client retention strategies and service processes.

Working in a team of property investment advisors, in various fields of speciality, I worked with our referral partner network to provide reliable and relevant property market information, to generate referral business. In this role I employed both marketing activities such as providing written property market updates and articles for referral partner newsletters and websites, and relationship management activities such as one-on-one meetings, in-house property training for advisors and… Show more Working in a team of property investment advisors, in various fields of speciality, I worked with our referral partner network to provide reliable and relevant property market information, to generate referral business. In this role I employed both marketing activities such as providing written property market updates and articles for referral partner newsletters and websites, and relationship management activities such as one-on-one meetings, in-house property training for advisors and networking at events. I also worked with our referral partners to provide quality events and seminars for our clients and attended a number of events as a guest presenter on the property market and investment strategies. Show less

2011 REIA National Buyers' Agent of the Year2011 & 2010 REIWA Buyers' Agent of the YearAs a Property Wealth Consultant, I worked with investors to help them to build a large property portfolio. In all areas of investment- buying property, financing, development, and property management- we work to maximise our clients' return so that they can buy their next property sooner. I specialised in acquiring investment properties and property development.

As a Property Consultant at Principle Property, my primary role was in working with investors to secure and develop property. I also sold property, including off-the-plan property, development sites and private homes.

As Trade Co-ordinator at Bartercard, I assisted a wide variety of business owners to improve their cashflow and gain new customers. My role was part purchasing officer and part marketing coordinator, and brought me into contact with lots of different types of businesses- including wineries, printers, manufacturers, professionals, restaurants, and property developers.