Gui David Email & Phone Number

Sydney, New South Wales, Australia

• Designed a new weekly routine for analysts reducing the work time from 03 hours to 15 minutes spent in each analysis task. • Propose enhancements to current compliance processes, aiming to improve overall effectiveness.• Oversee the administration of new and existing customer accounts, ensuring compliance with regulatory requirements.• Initiate and update information in pertinent databases to maintain accurate and up-to-date records.• Perform routine internal audits to evaluate adherence to environmental policies and procedures.• Detect areas of non-compliance through audits and propose corrective actions to ensure regulatory alignment.

• Manage documentation, including creation, distribution, and storage of physical and electronic filing systems.• Maintain accurate records of office expenses, supplies, and inventory, preparing and processing invoices, purchase orders, and expense reports.• Oversee office supplies, equipment, and maintenance, coordinating with vendors for office services and supplies.• Enter data into relevant databases and systems, further assisting data analysis demands and reporting for decision-making purposes.• Ensure compliance with company policies and procedures, implementing and enforcing administrative policies as needed.• Conduct quality checks on administrative processes to ensure accuracy and efficiency, implementing improvements to enhance the quality of administrative services.

• Analyse and optimise logistics processes to enhance efficiency and reduce costs, engaging in ongoing improvement of time management skills to streamline logistics operations• Implement time-saving measures and strategies to enhance overall efficiency.• Provide exceptional customer service by attentively listening to customer demands. Address customer queries and concerns promptly, ensuring a positive and efficient experience.• Oversee inventory control processes, including stock monitoring and replenishment. Implement strategies to minimise stock-outs and excess inventory.• Develop and implement strategies for optimal route planning to enhance delivery efficiency. Utilise technology to improve route planning and monitor delivery progress.• Identify and mitigate risks in logistics operations to ensure smooth and secure transportation of goods. Develop contingency plans for potential disruptions in the supply chain.

• Implemented a new array of superannuation products in the investment funds department, improving the company’s efficiency while centralising the clients’ investments.• Coordinated the implementation of two new superannuation and credit card products that increased the company’s revenue by 05% in one year just with these products. • Manage all marketing and sales materials, further drafting reports and institutional presentations.• Conduct comprehensive research on financial markets, industry trends, and competitor products.• Stay updated on economic indicators and regulatory changes affecting investment products.• Assess the performance of current investment products, analysing risk and return metrics, and identifying areas for enhancement.• Contribute to the design and implementation of new investment strategies and structures.• Collaborate with cross-functional teams, including portfolio managers, marketing, and sales, to ensure coherence in product strategies and messaging.• Develop content and provide training for the sales team.

• Mentored a client with a portfolio of $5 million, allocating 30% of his assets in superannuation, which granted him a 20% in tax write-offs.• Administer new and existing customer accounts, welcoming clients and provide refreshments while addressing enquiries.• Design and manage investment portfolios based on clients' objectives and market conditions.• Develop comprehensive investment plans tailored to clients' goals and risk tolerance.• Research potential investment options aligned with clients' objectives.

• Secured an increase in the average annual profit ranging 1.5% by re-evaluating the portfolios of high-income clients, measure that was later adopted by the company as the standard for all clients.• Communicate with clients to update their portfolios, conducting in-depth financial analyses to evaluate clients' current financial situations and assess future needs.• Monitor portfolio performance, making adjustments as necessary to optimise returns and manage risk.• Evaluate and manage risk within clients' portfolios, considering their risk tolerance and overall investment objectives.• Educate clients on investment strategies, market conditions, and the rationale behind portfolio adjustments, ensuring compliance with financial regulations and standards.• Draft detailed performance reports to clients, detailing portfolio returns and asset allocation.• Cultivate and maintain strong relationships with clients, understanding their individual needs and preferences while collaborating with other financial planning services personnel.

• Provide general administrative and office support, including answering calls, issuing office memos and managing correspondence.• Assist managers in customer management, institutional presentations drafting, portfolio results consolidation, answering customer calls and supporting customers’ events.

• Assist financial advisors in client meetings and communications.• Respond to client inquiries, providing accurate and timely• Serve as a liaison between the investment team and other departments within the branch

Certificate, Sustainability And Social Impact Strategy

This qualification has given me a comprehensive understanding of the intricacies surrounding sustainability and social responsibility..

Certificate, Enterprise Analysis

In the programme in finance, I delved into the intricacies of calculating the value of assets, equity investments, mergers.

Postgraduate Degree, Investment Decision & Strategic Risk Analysis

Through this prorgramme I immersed myself in a comprehensive exploration of the intricate realms of investment strategy and risk.

Bachelor'S Degree, Economics

During this first qualification, I engaged in a diverse and enriching academic journey that provided me with a solid foundation.