Varun Thakkar, Cfa Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Mutual Trust is a multi-disciplinary and privately owned financial services firm with experts in family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax and accounting

Melbourne, Victoria, Australia

• My responsibilities were:
• Preparing Tax Returns, Activity Statements and Financial Statements for a broad range of entities including Individuals, Trust and Companies
• Assisting managers to advise clients through researching tax legislation and rulings
• Developing workpapers and templates to optimise internal processes

Melbourne, Victoria, Australia

• The Finance Students' Association (FSA) is a student-led group dedicated to providing our members with a holistic university experience and connecting them with Australia's finest investment managers, hedge funds and.
• Organising and Leading Council Meetings to provide strategic advice to the FSA executives
• Mentoring the current President
• Creating and facilitating Alumni events

• My responsibilities and achievements as President were:
• Revamped FSA to improve the members' financial literacy resulting in affiliation with the 'Faculty of Business and Economics'
• Increased event offerings by 550% between 2019 and 2020 with an average event satisfaction rating of 4.8/5 from attendees
• Collaborated with C-suite and other stakeholders of large institutions to ensure maximum value-add from events
• Created and Led the 'Market Updates Team' to analyse financial news into simple bite-sized videos
• Created, monitored and reviewed the Fundamental Fridays videos where introductory concepts of personal finance are analysed and simplifiedSummary of Initiatives/Events Ran (Details attached):

Melbourne, Australia

• My responsibilities and achievements as Treasurer were:
• Managed the finances of the University of Melbourne's Finance Students' Association.
• Increased the Net Cash Flow by 900% between 2018 and 2019 whilst investing more in events to maximise student benefit
• Created live and automatic financial statements
• Managed key university stakeholders
• Strategised with the executive team to grow FSA’s membership - 50% increase in member count from 2018 to 2019

Melbourne, Australia

• Colonial First State is one of Australia's Leading Wealth Management firms.My responsibilities included:
• Processed a high volume of super, pension and investment applications, regular payments and super contributions
• Developed and managed relationships with stakeholders including financial advisers, investors and senior management

• The University of Melbourne Cheese Club is the university’s premier (and only) club that’s based around cheese.
• Oversaw the finances of the University of Melbourne Cheese club
• Worked with the executive team to grow our membership - 30% increase in member count from 2017 to 2018
• Helped with fundraising efforts for 'Save the Children Australia' and 'ReachOut' and raised $120 and $360 respectively

Melbourne, Australia

Bachelor Of Commerce (Bcom), Accounting And Finance

‣ Peer Mentor (2020) ‣ Business Innovation Lab (2020) ‣ FSA's Stock Picking Competition (2019): Placed in the Top 3 for the 'Absolute.

Summer Exchange, R-Studio, A (4.0)

International Certificate In Corporate Finance (Iccf), 76%

A course taught by Professors Shivaram Rajgopal, Daniel Wolfenzon and Charles Jones that covers the key concepts of corporate finance such.

Victorian Certificate Of Education