Fiona Chua Email & Phone Number

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Australia

• Performing bank reconciliations.• Preparing and processing invoices• Preparing quarterly BAS reports.• Arranging reimbursements.• Managing account payable and receivable, following up with outstanding payments.• Organising Superannuation payments.• Preparing and processing payrolls for employees.• Managing credit card.

• Prepared monthly and quarterly portfolio reports.• Monitored client’s superannuation and investment accounts.• Performed quarterly rebalance for superannuation and investment accounts.• Maintained and reviewing client data annually.• Coordinated between a large range of external parties and intermediaries.• Kept track of client superannuation contributions.• Assisted clients in claiming tax deductions for personal contributions.• Managed incoming and outgoing client correspondence.• Constructed Statements of Advice, Review Document, Records of Advice, Execution documents.• Implemented adviser recommendations.• Contacted clients prior to implementation and post-implementation.• Involved in company’s strategic meetings.• Completed full compliance checklist.

Waterfod

• Prepared waffles as a Sous chef under an environment which customer needed to be served on time.• Outstanding customer service skills

Bachelor’S Degree, Finance, General

Activities and Societies: As a Curtin Volunteer (Career Fairs) Wall street club (investment club) Bloomberg Training session.

Finance, Diploma Of Commerce