At this point, I have only just begun my studies; doing commerce with a major in finance and accounting. Although my university studies have just begun, my passion for finance and accounting has led me to begin my educational journey from around year 9. Any money I was given from birthdays, Christmas etc, I put into the stock market and began gaining real practical investing experience from the age of 15.Starting so early caused me to make many mistakes, falling into hype train traps, using unmanageable leverage and completely disregarding any form of risk minimisation or hedging. These experiences have lead to an improved understanding of financial markets and hopefully a practical backdrop to draw on when learning at USYD.
My passion for finance is further accompanied by subscriptions to the AFR and the WSJ as well as Bloomberg and the purchasing of financial literature, e.g Valuation McKinsey & Company Inc.
Overview
2
2
years of professional experience
Work History
Financial Planning Assistant
Innovative Financial Services
2022.01 - 2023.11
Conducted thorough market research to ensure informed decision-making in portfolio management, e.g finding super-fund that achieves clients investment goals
Learnt how financial plans are created for clients to achieve both short and long-term financial goals, e.g comfortable retirement, managing investment property
Assisted(mainly watched) in development of customised financial plans tailored to clients specific needs and goals.
Watched and listened as business owner presented financial plans and investment recommendations to clients.
Understood importance and value of collaboration with clients to develop customised investment portfolios in order to both manage expectations and ensure personal wishes are met
Lawyer's Assistant - Work Experience
Tankards Law
2022.09 - 2022.09
Conducted background investigations on defendant.
Educated by Mr. Tankard with regards to strategies for his cases
Conducted legal research, compiled and organised evidence and identified relevant legal articles and statutes to use for legal proceedings.
Attended court hearings in many different locations to take notes and document proceedings.
Began to understand theway in which law firms manage their finances and charging rates
Medical Student - Highschool Work Experience
Kooringal Medical Centre
2022.03 - 2022.03
Wrote detailed and professional progress notes for each patient, outlining notable events and examinations findings.
Learnt how electronic health records(Medical Director) are effectively utilised for proper documentation and efficient information retrieval.
Learned about conditions and presentations often present in cancer patients.
Enforced privacy Act 2002 (HRIP Act) which applies to health privacy, and Privacy and Personal Information Protection Act 1998 (PPIP Act)
Provided patient care under direct physician supervision.
Took patients blood pressure and accompanying vitals
Understanding the billing and accounting procedures undertaken by self-employed GP's
Education
High School Diploma -
The Riverina Anglican College
Wagga Wagga, NSW
11.2023
Skills
Reliability
Problem-solving
Time management
Teamwork/Leadership
Positivity
Great communicator within small groups or one-on-one; still have to work on communication with large groups
Work ethic
Equity Valuations and fundamental analysis
Languages
Arabic
Native or Bilingual
Timeline
Lawyer's Assistant - Work Experience
Tankards Law
2022.09 - 2022.09
Medical Student - Highschool Work Experience
Kooringal Medical Centre
2022.03 - 2022.03
Financial Planning Assistant
Innovative Financial Services
2022.01 - 2023.11
High School Diploma -
The Riverina Anglican College
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