Stefan Wilksch Email & Phone Number

Melbourne, Victoria, Australia

Established in 1951, Ord Minnett is a leading wealth management group, offering a full-service stockbroking, financial planning, funds management and portfolio services.- Designed and developed customised Excel VBA applications to reconcile all external platform accounts to comply with OFA regulations.- Assisted ex-Baillieu advisers transition to Ord Minnett including grouping family accounts in IRESS, streamlining brokerage rates, and assigning client email addresses for Confirmation Notes and research publications.- Trained ex-Baillieu advisers in Ord Minnett systems and applications to enable a smooth transition to the newly merged group.- Problem solved for advisers while I walked the dealing floor each day.- Rebuilt and upgraded legacy management VBA spreadsheets.

Melbourne, Victoria, Australia

Established in 1889, EL & C Baillieu provided financial services to private and institutional clients with offices in Melbourne, Geelong, Bendigo, Sydney, Adelaide, Gold Coast, Newcastle and Perth. EL & C Baillieu was sold to Ord Minnett in 2021.- Designed and developed customised Excel VBA applications (INVCLIENT, INVREVIEW) to maximise the time advisers focused on their clients and to minimise the time spent on compliance and other administration.- Assisted advisers setting up their screen layouts to enable access to the applications, tools and information needed to work efficiently.- Trained advisers in IRESS, GBST, Outlook and other Microsoft applications.- Managed a newly established SA office of 10 advisers for 5 months in 2016. - Built and managed an Excel VBA program using IRESS data feeds to upload unlisted fund prices and overseas listed stock prices into GBST.

Melbourne, Victoria, Australia

Established in 1893, FW Holst & Co provided financial services to private clients with offices in Melbourne and Geelong. FW Holst & Co was sold to EL & C Baillieu in 2012.- Designed and developed customised Excel VBA applications (INVTABLE, INVPLAN) to maximise the time advisers focused on their clients and to minimise the time spent on compliance and other administration.- Supported advisers on leave including advising clients and placing orders.- Managed the Holst quarterly Portfolio Management Service.- Trained advisers in IRESS, GBST, Outlook and other Microsoft applications.- Accounting for various entities, and related tax and statutory records.- Checked, recorded and processed all float application forms to ensure clients successfully applied for new shares.

Ethics And Professionalism In Financial Advice & Financial Adviser Exam

Professional Diploma In Stockbroking, Asic Rg146 Compliance Covering Specialist Knowledge Competency For Margin Lending At Tier 1 Level

Securities & Derivatives Industry Association (Sdia) Superannuation Module, Asic Rg146 Compliance Covering Specialist Knowledge Competency For Superannuation

Securities & Derivatives Industry Association (Sdia) Program, Asic Rg146 Compliance Covering Generic And Specialist Knowledge Components For Securities & Futures

Cpa Program, Subjects: Core I. Core Ii, Treasury, Financial Planning, Business Information Management.

Securities Institute Of Australia Graduate Diploma In Applied Finance And Investment, Major: Corporate Finance

Bachelor Of Commerce (B.Com.), Majors: Accounting & Finance, Economics