• Client relations and corporate actions• Trade management and execution• All administration and account management• CMTs, Term Deposits, UMAs• First point of contact for private clients

• Client relations and corporate actions• Trade management and execution• All administration and account management• Portfolio management, Managed Discretionary and Separately Managed Accounts• First point of contact for private and wholesale clients, including financial planners

• Spread trading and outright trading, • Long term structured investments in futures curve strategies, • Technical and statistical analysis,• Indicator programming

• Streamlined administration through consolidation of billing and invoicing processes, halving the amount of time spent on each• Improved accounting efficiency through the use of excel macros • Overhauled file storage, migrating to a cloud based system• Generated cash flow and cost projections, strategizing with owner regarding the scope of expansion and possibility of taking on new clients• Implemented a Customer Relationship Management database • Analysed office culture,… Show more • Streamlined administration through consolidation of billing and invoicing processes, halving the amount of time spent on each• Improved accounting efficiency through the use of excel macros • Overhauled file storage, migrating to a cloud based system• Generated cash flow and cost projections, strategizing with owner regarding the scope of expansion and possibility of taking on new clients• Implemented a Customer Relationship Management database • Analysed office culture, implementing new protocols to improve customer service, time management and efficiency Show less

• Designed investor presentations for the sale of bungalows, calculating payback period and seasonally adjusted, discounted cash flows• Created financial models to determine allocation of capital and expected cash flows• Accounted for all expenditure during construction phase• Implemented the data storage and accounting practices• Performed area-wide competition analysis to assist with developing the business model and pricing strategies

Prepared individual, partnership, trust and company tax Prepared financial statements and business activity Forensic accounting

Prepared and lodged tax returns, assisted clients in understanding claims, rebates, and using E-Tax