Markus Balodis
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Markus Balodis Email & Phone Number

Finance Manager at Trilogy Funds
Location: Brisbane, Queensland, Australia 8 work roles 3 schools
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Current company
Trilogy Funds
Role
Finance Manager
Location
Brisbane, Queensland, Australia
Company size
92 employees

Who is Markus Balodis? Overview

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Quick answer

Markus Balodis is listed as Finance Manager at Trilogy Funds, a company with 92 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Markus Balodis.

Markus Balodis previously worked as Senior Fund Accountant at Trilogy Funds and Fund Accountant at Trilogy Funds. Markus Balodis holds Graduate Diploma Of Chartered Accounting (Graddipca), Accounting from Chartered Accountants Australia And New Zealand.

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Email format at Trilogy Funds

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Trilogy Funds

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Profile bio

About Markus Balodis

Markus Balodis is a Finance Manager at Trilogy Funds. He possess expertise in microsoft excel, interpersonal skills, teamwork, business advisory, tax provisions.

Listed skills include Microsoft Excel, Interpersonal Skills, Teamwork, Business Advisory, and 1 others.

Current workplace

Markus Balodis's current company

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Trilogy Funds
Trilogy Funds
Finance Manager
Brisbane, QLD, AU
Website
trilogyfunds.com.au
Employees
92
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8 roles

Markus Balodis work experience

A career timeline built from the work history available for this profile.

Senior Fund Accountant

Current
Trilogy Funds

Brisbane, Queensland, Australia

As Senior Fund Accountant I work with multiple teams across different group entities to ensure the smooth financial running of several investment funds. The role also provides the opportunity to collaborate on varied and interesting projects throughout the year, and the ever exciting year end financial statements.

Jul 2023 - Present

Fund Accountant

Trilogy Funds

Brisbane, Queensland, Australia

I am the fund accountant for Trilogy's flag ship investment fund the Trilogy Monthly Income Trust. I work collaboratively with multiple teams to ensure the smooth operation of the fund and its multiple facets, from trouble shooting daily issues to preparing year end Financial Statements.

Feb 2022 - Jul 2023

Client Manager

Adrians

Brisbane, Queensland, Australia

I work closely with my clients to help them maintain and grow their businesses. With a strong background in compliance, and an eye towards advisory, I enjoy finding solutions to their needs and travelling along the journey with them. I actively manage a large and diverse base of clients, mentor new accountants coming up in the firm and assist in office.

Jul 2021 - Feb 2022

Senior Accountant

Adrians

Brisbane, Queensland, Australia

As a Senior Accountant I advanced my technical knowledge, skills and experience in a wide range of accounting practices. I provide bespoke business advisory services to a wide range of clients, whilst also advising on more complex compliance requirements such as FBT, Payroll Tax, QBCC, and Employee Share Scheme reporting.

Jan 2020 - Jun 2021

Accountant

Adrians

Brisbane, Australia

As an accountant I predominantly prepared Special Purpose Financial Reports and Tax Returns for a diverse client base, including some of the firms largest clients. I also performed bookkeeping and month end functions for our clients.

Nov 2017 - Dec 2019

Sales Assistant

Bags To Go

Sales consultant and all round luggage expert.

Mar 2017 - Jan 2018

Sales Consultant

Flight Centre Travel Group

Brisbane, Australia

Front line sales consultant in a dynamic team.I ended my time with Escape Travel in the top 3, first year sales consultants, in Queensland.

Jan 2016 - Mar 2017
Team & coworkers

Colleagues at Trilogy Funds

Other employees you can reach at trilogyfunds.com.au. View company contacts for 92 employees →

MS Matthew Silvester Matthew Silvester Colleague at Trilogy FundsGreater Sydney Area, Australia View → MW Mitch Whiteley Mitch Whiteley Colleague at Trilogy FundsSydney, New South Wales, Australia, Australia View → VN Victor Nguyen Victor Nguyen Colleague at Trilogy FundsBrisbane, Queensland, Australia, Australia View → NL Nick Loan Nick Loan Colleague at Trilogy FundsGreater Sydney Area, Australia View → GT Greg Turner Greg Turner Colleague at Trilogy FundsBrisbane, Queensland, Australia, Australia View → DB David Bulbrook David Bulbrook Colleague at Trilogy FundsSydney, New South Wales, Australia, Australia View → MF Maria Fernanda Maria Fernanda Colleague at Trilogy FundsCaracas, Federal District, Venezuela, Venezuela, Bolivarian Republic Of View → JA Jufri Abidin Jufri Abidin Colleague at Trilogy FundsMelbourne, Victoria, Australia, Australia View → SB Sam Beighton Sam Beighton Colleague at Trilogy FundsBrisbane, Queensland, Australia, Australia View → MM Michael Mcdonald Michael Mcdonald Colleague at Trilogy FundsBrisbane, Queensland, Australia, Australia View →
3 education records

Markus Balodis education

Graduate Diploma Of Chartered Accounting (Graddipca), Accounting

Chartered Accountants Australia And New Zealand

Successful completion of the following modules: - Financial Reporting (FIN) - Taxation (TAX) - Management accounting and finance (MAAF).

Bachelor Of Law, International Business, Trade, And Tax Law

Bond University
FAQ

Frequently asked questions about Markus Balodis

Quick answers generated from the profile data available on this page.

What company does Markus Balodis work for?

Markus Balodis works for Trilogy Funds.

What is Markus Balodis's role at Trilogy Funds?

Markus Balodis is listed as Finance Manager at Trilogy Funds.

Where is Markus Balodis based?

Markus Balodis is based in Brisbane, Queensland, Australia while working with Trilogy Funds.

What companies has Markus Balodis worked for?

Markus Balodis has worked for Trilogy Funds, Adrians, Bags To Go, and Flight Centre Travel Group.

Who are Markus Balodis's colleagues at Trilogy Funds?

Markus Balodis's colleagues at Trilogy Funds include Matthew Silvester, Mitch Whiteley, Victor Nguyen, Nick Loan, and Greg Turner.

How can I contact Markus Balodis?

You can use AeroLeads to view verified contact signals for Markus Balodis at Trilogy Funds, including work email, phone, and LinkedIn data when available.

What schools did Markus Balodis attend?

Markus Balodis holds Graduate Diploma Of Chartered Accounting (Graddipca), Accounting from Chartered Accountants Australia And New Zealand.

What skills is Markus Balodis known for?

Markus Balodis is listed with skills including Microsoft Excel, Interpersonal Skills, Teamwork, Business Advisory, and Tax Provisions.

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