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Michaela Popa is listed as Financial Planning Compliance and Administration Officer @ Tilenni Stiles & Associates at Tilenni Stiles & Associates, a with 14 employees, based in Perth, Western Australia, Australia. AeroLeads shows a matched LinkedIn profile for Michaela Popa.
Michaela Popa previously worked as Financial Planning Compliance and Administration Officer at Tilenni Stiles & Associates and Self Managed Superannuation Funds Administrator at Crown Wealth Management Australia. Michaela Popa holds Bachelors Degree Of Economics Issued By The Academy Of Economic Studies Of Bucharest, Finance And Banking from Romanian-American University Of Bucharest.
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As a Financial Planning Compliance and Administration Officer at Tilenni Stiles & Associates, I apply my finance and banking degree and my 10+ years of experience in the financial industry to provide accurate and timely implementation of financial advice as part of the financial adviser’s support team. I work with numbers and specific documentation, ensuring compliance with the relevant legislation and regulations, and delivering high-quality customer service.I am a strong believer in the importance of accuracy and attention to detail, and I always check and verify the data I enter and the documentation I produce. I also value teamwork and collaboration, and I contribute to the success of our team and organization by sharing my knowledge, supporting my colleagues, and solving problems creatively. In addition to my financial skills, I have a passion for literature, which I developed during my previous career as a bookstore manager and assistant at Grupul Editorial HUMANITAS, a leading publisher in Romania. There, I learned how to manage a team, oversee administrative duties, and create a culture of creativity and learning. When I am not working with financial documents, I enjoy reading, gardening, planning family outings, and watching movies.
Listed skills include Superannuation, Investments, Retirement Planning, Wealth, and 5 others.
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A career timeline built from the work history available for this profile.
Perth, Western Australia, Australia
Ensured that the financial planning department operates in compliance with all relevant laws, regulations, and industry standards. Implemented financial advice as set out in the Statement of Advice issued by the paraplanner following the client annual review conducted by the financial adviser.
Perth, Western Australia
Braşov, Romania
Bookstore administrative duties.Overseen a team of 6 people.
Adelaide, South Australia, Australia
Ensured clients Self Managed Superannuation Funds are updated correctly, in accordance with superannuation industry's compliance rules and regulations.
Adelaide, South Australia, Australia
Processing of Home Loans & Personal Loans documentations.Checking customers applications for bank loans.
Adelaide, South Australia, Australia
Daily communication with brokers & Client Services Advisers to complete all financial transactions for clients.
Sector 2, Bucharest, Romania
Customer service & handling customer enquiries.Ensuring customer accounts are conducted correctly.
Other employees you can reach at tilenni.com.au. View company contacts for 14 employees →
Sandra C.
Colleague at Tilenni Stiles & AssociatesEast Cannington, Western Australia, Australia
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Kylie Mcgrath
Colleague at Tilenni Stiles & AssociatesGreater Perth Area, Australia
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Nick Phillips
Colleague at Tilenni Stiles & AssociatesGreater Perth Area, Australia
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Debra Cuff
Colleague at Tilenni Stiles & AssociatesGreater Perth Area, Australia
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Helen Tasker
Colleague at Tilenni Stiles & AssociatesGreater Perth Area, Australia
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Kate Hicks
Colleague at Tilenni Stiles & AssociatesPerth, Western Australia, Australia
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Sheila Haynes
Colleague at Tilenni Stiles & AssociatesPerth, Western Australia, Australia
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Quick answers generated from the profile data available on this page.
Michaela Popa works for Tilenni Stiles & Associates.
Michaela Popa is listed as Financial Planning Compliance and Administration Officer @ Tilenni Stiles & Associates at Tilenni Stiles & Associates.
Michaela Popa is based in Perth, Western Australia, Australia while working with Tilenni Stiles & Associates.
Michaela Popa has worked for Tilenni Stiles & Associates, Crown Wealth Management Australia, Grupul Editorial Humanitas, Superconcepts, and Eds - The Mortgage Centre.
Michaela Popa's colleagues at Tilenni Stiles & Associates include Sandra C., Kylie Mcgrath, Nick Phillips, Debra Cuff, and Helen Tasker.
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Michaela Popa holds Bachelors Degree Of Economics Issued By The Academy Of Economic Studies Of Bucharest, Finance And Banking from Romanian-American University Of Bucharest.
Michaela Popa is listed with skills including Superannuation, Investments, Retirement Planning, Wealth, Derivatives, Pensions, Foreign Exchange, and Remittances.
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