Dzulhilmi Dzulkarnain Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

At AppLab we believe that the solution to your urgent needs can be solved with technology using our creative flair. We do this by listening to our clients and understanding their business. Only then do we design efficient humans whose influence can be scaled through technology. The result is cloud apps that are accessible globally on multiple devices.

Sydney, New South Wales, Australia

The only All-in-One platform designed specifically for the Pet retailers. The platform is designed to help you grow your business by reducing the number of different management tools required for you to operate daily.

Sydney, New South Wales, Australia

System provider to Gensure Solutions using Salesforce platform.

1 Shelley Street, Sydney

TBA

Sydney, Australia

An experienced Platform Owner (Salesforce) professional with broad exposure across product and application development, business case development, systems integration for wealth management, managed investments and originations. Operational experience in marketing , electronic communications, product management, technical services, financial planning technology, advice solutions and compliance.Most recent experience in a role within Business Banking at Macquarie Group, great exposure to a different industry.Strong track record:  reliable delivery of projects within budget and deadlines, efficient, consistent and quality delivery of core business activities, and  effective management of change within organisations.

Sydney

Salesforce SpecialistResponsible for the Salesforce Project for in the Implemented Portfolios Pty Ltd business. Over the last 12 months have, proposed, developed, and integrated Salesforce within the Implemented Portfolios business with specific customization required. Key areas : Database structure, work flow integration, specific functionality relevant to departments within the business, 3rd party application integration and customization of visual force pages. Managing relationship with contractors in further development and drafting scope of work for these developments. Past development : Receiving data from custodian directly into our Salesforce org, Know Your Client customize to meet our business, Process templates, customizing Financial Accounts and more.Some of the current project being worked on are receiving data feeds directly in to our Salesforce Org, CMSFORCE2, creating a Client and Adviser portal, financial reporting.Retail CustodyDrafting Project Plan for Retail Custody and assisting COO in discussions surrounding this subject matter. Identifying and drafting key areas of the project with work flows, compliance regulations and systems requirements.FinanceManaging the month end fees to be charged to clients. Providing report to custodian for fee charges, summary report to the managing director and chief operating officer.

Level 20/60 Margaret Street, Sydney

August 2010 - October 2013Managing the adviser services role with focus on new account applications, communications to advisers and investors, ensuring the accuracy of data inserted into multiple CRM platformsSupport of financial requirements including close liaison with IP accountants and auditorsManagement of fee processes, including preparation of payment documentation, analysis, sign off, management of payment process with third partiesSupport with management reporting including sales and profitability reportingManagement of internal Technology systems including but not restricted to IT infrastructure, websites, third party systems such as XPlan, integration with third parties such as OneTrust and PershingSupport with performance analyticsPreparation of financial information for Board meetings and strategic planningAssisting with the creation and maintenance of operational business processesAd hoc analysis from time to time to support processes and business decisionsManagement and maintenance of business policies and procedures Management and support of compliance and regulatory processes and reporting requirements, eg CAM days, Austrac, FOS, end of financial year reporting requirementsAssisting with 3rd party relationships – Administrator (One Wealth Management) and Custodians (Pershing Securities)Managing and preparation of all financial year end compliance requirements – Tax reporting for Investors, audit reports for both IMA requirements and AFSL requirementPreparation of all human resource documentation for new employees and completion of all compliance checksAs required from time to time supporting: Marketing and communications Product and Platform ManagementInitiated and successfully move from Annual Paper Tax Statement to Electronic Statements. Reduce cost delivery time whilst creating efficiency within the organisation.

 Processing all payments and commissions to advisers within agreed time and standards Assisting in implementation of a improve work processes and procedures. Tri monthly generation of reports and statements detailing the distribution of commission.  First point of contact with all Fund managers and Life Company for statements required for distribution of commissions. Administrative support for advisers and area management.  Providing a quality customer service to all.  Reconciliation of banking and commission payments.  General office administration as required. Software assistance to internal and external customers, Dealer Management System. Manipulating Fund Managers and Life Company commission statements to provide a more accurate report to advisers. Logging all customer queries and communicating to the right departments.

Education record

Salesforce Dev401, Salesforce Developer, Completed

Complete the training for Salesforce Developer 401 course. Schedule to sit for exam in February and continuing to Developer 231 and 501.

Salesforce For Admin And Advanced Admin Course, Salesforce, Completed

Graduate In Business (Professional Management)

Diploma, Financial Planning, Completed

Masters Of Applied Finance, Incomplete

Diploma, Accounting, Distinction

Diploma, Business, Distinction

In Person Pre Work Certification

Addepar Certified

Finance, General