Nima Pun Email & Phone Number

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Western Australia, Australia

At RSM, I had the incredible opportunity to work with the Financial Services team, where I gained valuable experience and expanded my knowledge of the financial planning industry. I greatly valued the opportunity to participate in client meetings where I learned how to ascertain and understand their specific needs, as well as the value and importance of soft skills such as communication and empathy. I had the privilege of preparing advice statements and strategy papers utilising the Xplan software, leveraging my analytical skills to provide comprehensive insights and actionable recommendations. I also produced financial modeling and projections, effectively helping clients visualise and plan for their financial future.I helped maintain efficiency in client management, ensuring accurate and up-to-date records. Additionally, my proficiency in product research and analysis enabled me to identify and recommend suitable financial solutions to clients based on their unique requirements.In this dynamic environment, I thrived on the diverse range of tasks and the opportunity to contribute to the growth and success of the firm. I am grateful for the invaluable experiences gained at RSM, where I developed strong professional acumen and a deep understanding of the intricacies of the financial services industry.

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Bachelor Of Commerce - Bcom, Finance And Financial Planning, High Distinction

Activities and Societies: Faculty of Business and Law High Achievers Program

Education record