Annie Nguyen

Box Hill South,VIC

Summary

I am a recent graduate with a Bachelor's degree in Financial Planning from RMIT University, bringing hands-on experience through my practice assignments in a financial advisory practice course and as an Office Assistant at Cao Minh Yamaha Pty Ltd. These roles have honed my skills in financial analysis, customer service, and financial auditing. I am proficient in Microsoft Excel and adept at developing effective financial strategies. My strong interpersonal skills, keen attention to detail, and ability to work collaboratively in a team setting, combined with my adaptability and robust work ethic, make me a quick learner and a valuable asset. I am eager to apply my knowledge and skills in a professional environment, contributing to your organization while gaining further practical experience.

Overview

year of professional experience

Work History

Wealth Creation Planning

Financial Advisory Practice (2024)

06.2024 - Current

Involving in developing and presenting a Statement of Advice (SOA) based on the case study required
Analysing and developing strategies for client's financial goals and objectives using a variety of data collection and interview techniques
Implementing and reviewing financial plans and using software skills to engage with clients
Constructing a complaint and effective Statement of Advice (SoA)

Office Assistant

CAO MINH YAMAHA PTY LTD

09.2023 - Current

Ensuring thorough verification of all the information completed by other staff members throughout the day.
Organizing a variety of documents by type.
Verify and ensure the accuracy of all calculations.
Tracking and double-checking the financial transactions.
Double-checking on the goods movement (import and export goods quantity)

Education

Bachelor of Business - Financial Planning

RMIT UNIVERSITY

06-2024

Skills

Interpersonal skills
Teamwork
Financial and customer services
Microsoft Excel
Attention to detail
Work ethic
Adaptability

Financial Auditing
Willing to Learn
Financial Analysis
Accounting Principles
Strong analytical and problem-solving abilities
Time Management
Research and critical thinking

References

Orhan Azizoglu - Senior Lecturer, Wealth Management Program Manager, Department of Financial Planning & Taxation School of Accounting, Information Systems and Supply Chain

RMIT University

t: +61399257644

e: orhan.azizoglu@rmit.edu.au

Timeline