Angus Tippett
Edgewater, WA,WA
Summary
As a young father currently completing full-time university and working in a permanent four day per week role, I've had to very quickly develop an array of skills such as excellent time management and increased emotional intelligence to ensure that at the end of the day all my work is done. In the last couple of years I've taken on a number of new roles that has seen me take on more and more responsibility in the workplace. When entering new roles I pride myself on establishing great relationships with internal stakeholders and gaining the respect of those that are external and I can quickly adapt to new systems, ensuring key projects are completed with precision and reliability. I'm excited to begin my journey in the workforce and gain as much knowledge as I can, hopefully becoming a leader in my chosen profession in the future.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Planning Assistant
Everest Wealth Management
08.2024 - Current
- Streamlined financial planning processes for improved efficiency and productivity.
- Provided excellent service to clients by utilizing skills in active listening, effective communication, and quick turnaround on issues.
- Prepared reports and other documentation ahead of prospective client and current client meetings.
- Conducted introductory phone calls to screen clients and determine whether our services would provide value to them.
Planning/Community Services Administrative Officer
Town of Cambridge
11.2023 - 08.2024
- Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
- Oversaw the archive search request process for the Town's residents.
- Created and streamlined the workflow processes of the completing the archive search requests for future employees of the organisation.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Cultivated strong professional relationships with external stakeholders such as residents, applicants and builders.
Information Management Officer
Town of Cambridge
04.2023 - 11.2023
- Facilitated successful project completion by maintaining accurate records and providing timely status updates to stakeholders.
- Provided expert guidance on data privacy issues, keeping abreast of relevant legislation changes and advising on best practices accordingly.
- Reduced data retrieval time for staff members through the creation of a user-friendly documentation database.
Education
Bachelor of Commerce - Finance And Financial Planning
Curtin University
Perth, WA11.2024
Skills
- I pride myself on being an excellent communicator including both verbal and written
- I'm able to prioritise tasks efficiently to make certain that all important assignments are completed on time
- I show significant pride in my work
- I'm extremely reliable and try my best not to let anyone down
- I believe I'm able to build excellent relationships with both internal and external stakeholders
- I'm able to quickly learn new programs and systems and able to adapt to changes in processes
Certification
- HLTAID009 Provide cardiopulmonary resuscitation
- HLTAID010 Provide basic emergency life support
- HLTAID011 Provide First Aid
Timeline
Financial Planning Assistant
Everest Wealth Management
08.2024 - Current
Planning/Community Services Administrative Officer
Town of Cambridge
11.2023 - 08.2024
Information Management Officer
Town of Cambridge
04.2023 - 11.2023
Bachelor of Commerce - Finance And Financial Planning
Curtin University
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