CALVIN SANTO

Managed formal insolvency engagements, including liquidations, voluntary administrations, and restructuring matters, ensuring the compliance with regulatory requirements.

• Conducted financial investigations into company's assets and liabilities to inform strategic decision making.
• Supported senior staff in managing insolvency appointments and assisted with asset realisations to maximise recovery for creditors.
• Liaising with directors, creditors and lawyers for further information to contribute to our appointment.
• Preparing reports addressing all required matters within our appointment period.

• Within this role, I assisted in managing and maintaining accurate customer account product pricing, preparing detailed job quotations, handling counter sales, and conducting branch profit analysis.
• I actively built and maintained strong relationships with account holders and new clients to support long term customer retention and business growth.
• Additionally, I utilised Power BI to analyse operational and financial data, transforming it into actionable insights that contribute to improved branch performance and strategic planning.
• Cert III in Supply Chain Operations, 2022
• Project Management, Logistics and Supply Chains

• I had the opportunity to sit and learn alongside Duncan Weich (Director/Senior Financial Advisor), gaining insight into the development of tailored strategies designed to navigate an ever-evolving financial landscape.
• The team at Thornton generously shared their expertise, introducing me to advanced financial software and collaborative business management tools.
• I developed a clearer understanding of the end-to-end advisory process, from accessing and reviewing active client portfolios to executing trade settlements and supporting long-term portfolio management.

• During this internship, I strengthened my knowledge of multi-asset class wealth management and global trading services for Australian clients.
• I gained exposure to industry standard platforms and financial instruments, applying advanced trading systems and stock analysis tools.
• I also executed basic trades using AUSIEX and developed a practical understanding of settlement processes and portfolio administration systems.