Matthew Thorpe Email & Phone Number

Townsville, Queensland, Australia

St Kilda, Victoria, Australia

South Melbourne, Victoria, Australia

Working holiday in the UK.

Melbourne, Australia

Findex is a large financial services company with approximately 3,000 employees. I Worked in Findex's nationally centralised paraplanning team to service advisers across the country.TASKS>Preparing SOA documents using Xplan software.>Reviewing SOA requests for quality and compliance, in addition to working with advisers to ensure compliance with licensee.

Melbourne, Victoria

LDB Group is a mid-sized, self-licensed financial services firm. I worked directly with advisers to service clientele and produce advice, focused on wealth and investment strategies. TASKS>Writing file notes and using adviser meeting notes to produce SOA and ROA documents. >Maintaining a current library of strategy text.>Attending client meetings and.

Burwood

Worked with undergraduate students in weekly, 1 hour classes. The objective of these classes was to help enhance their academic results though personal improvement of studying techniques. TASKS>Presenting to the class.>Providing one-on-one assistance to students.>Leading team exercises.>Building relationships with students and program.

Bachelor Of Commerce (B.Com.), Financial Planning And Accounting, Distinction (78% Average Grade)

Completed commerce degree with a double major in Financial Planning and Accounting. Financial Planning major also included the completion.

Chartered Financial Analyst Program Level 1

Bachelor Of Business, Distinction (76% Average Grade)

First year of university completed at Swinburne University before transferring to Deakin University.

Education record

Multiple music certificates and qualifications (Australian Music Examinations Board) (2001-2006) Blackburn High School Music Award of.