Michelle Liddle Email & Phone Number

Melbourne (CBD) VIC 3000

I have had a passion for finance and investing my whole life and most importantly I love helping people with their journey to financial freedom. The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and starting on the first one. - Mark Twain.I look forward to.

St Leonards, NSW

Helping clients to achieve their financial freedom by:* Budgeting and cashflow management* Debt reduction* Saving for a first home or investment property* Investments and strategic asset allocation* Salary Packaging* Superannuation Strategies* Retirement Planning* Centrelink Benefits* Estate Planning* Personal Insurance and risk management* Ongoing advice.

Wollongong, Australia

• Share Trader: Successfully traded the Australian Stock Market for 10 years consistently averaging 5%p.a. better than the ASX 200:
• Target fundamentally sound companies and use a combination of technical analysis and risk management rules to time market entry and exits on a weekly time frame.
• Successfully invested in the Australian Stock Market since 2004 and through the GFC.
• Proficient with Metastock, Stock Doctor and VectorVest.
• Publish a weekly trading diary via a newsletter called The Share Factor since 2010.
• Networking with and educating likeminded investors.Property Investing: Accumulated a multi-million dollar property portfolio through both acquisitions and property development.

Figtree

• Utilised MYOB Accounting Plus to successfully manage: Accounts Payable Accounts Receivable Monthly Payroll General Ledger, Profit and Loss, Cash flow analysis End of month bank reconciliation Quarterly BAS.
• Processed monthly payroll run for over 3000 mystery shoppers using a customised database program.
• Prepared monthly Board reports and biannual Shareholder reports using Key Performance data and graphs on MS Excel and publishing reports in MS Word, with tight deadlines.
• Assisted with general administration as required in a small busy office eg: reception, telephones, mail outs, photocopying and document scanning.

Melbourne, Australia

• Achievements:
• Responsible for all of the administration and account management functions required to run a mortgage broking franchise.
• Utilised MYOB Accounting Plus for all of the same duties as listed above.
• Managed Sales Team Key Performance Indicators (KPI’s) for Interviews, Preapprovals, Final Approvals and Loan Settlements on MS Excel to provide early identification of trends, issues and opportunities.
• Developed a trail payment system for individual mortgage brokers.
• Audited loan book for accuracy on a monthly basis.

Bundoora, Victoria

Advanced Diploma Of Finanical Planning

Diploma, Financial Planning And Services

Doctor Of Philosophy (Ph.D.), Chemical Engineering

Bachelor'S Degree, Metallurgical Engineering, First Class Honours