Summary
Overview
Work History
Education
Skills
Languages
Languages
Timeline
Generic

Chen- Ying Lawrence Yao

Templestowe,Victoria

Summary

Progressively worked in numerous of different fields and have studied and graduated in fields in Engineering and Business. Experience in data analysing, budget planning, developing financial plans and goals, financial advice on investment strategies. Retail experience in pharmaceutical store, department, and warehouses to reach KPI targets, achieving analytical and problem-solving skills to reach goals and objectives. Eager to advance in career opportunities to develop further professional skills and experience to support the organization.

Overview

6
6
years of professional experience

Work History

Financial Planner

Rising Tide Capital
12.2022 - 06.2023
  • Face to face with clients to consolidate information
  • Assisting clients to create plans for short- and long-term investments
  • Present presentation for forecasting costs or plans
  • Ability to develop personal investment philosophy.
  • Analyzed financial data and projections to develop comprehensive financial plans for clients.

Retail Customer Service

Tommy Hilfiger
06.2022 - 12.2022
  • Handled customer inquiries, complaints, and returns courteously and promptly.
  • Maintained high levels of customer service satisfaction.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Manage stock control, online orders, restocking, ordering, folding and cleaning storewide

Pharmacy Sales Representative

Gardenvale Pharmacy
09.2017 - 06.2022
  • Day to day mark off new stock, bookmark dangerous drugs and prescription medication
  • Cashier, shelving, post office and delivery
  • Dealing with national and international customers to prepare shipments or delivery packages
  • Check up on elderly and customers that receive webster packs weekly for their medication
  • Face to face and online customer service.

Waitering/Dish Hand

Dooboo
03.2021 - 06.2022

Retail assistant/store manager

Calvin Klien
06.2018 - 12.2019

Education

Bachelor of Business(Economic and Finance) -

Royal Melbourne Institute of Technology
01.2022

Diploma of Business -

Royal Melbourne Institute of Technology
01.2019

Advanced Diploma of aerospace -

Royal Melbourne Institute of Technology
2015

ATAR achievement of 90.35 -

East Doncaster Secondary School
01.2013

Skills

  • Microsoft Office (Excel, Microsoft teams, Powerpoint and Word)
  • Adobe (Photoshop and Illustrator)
  • Autodesk (AutoCAD)
  • YNAD and GoodBudget
  • Provisional in financial adviser and successful in short- and long-term goals
  • Presentation, Negotiating and implementing plans
  • Face to face sales, online sales and relocating to different stores
  • KPI and goals achieved, learning, and adapting to permanent role to lead others
  • Creating and developing template and designs with CAD
  • Multitasking in different roles to reach deadlines and timelines
  • Comprehensively attentive to detail and able to work independently and in teams to agree on mindset

Languages

  • English- Native Speaker
  • Mandarin – Fluent
  • Taiwanese - Fluent

Languages

English
Native/ Bilingual
Chinese (Mandarin)
Full Professional

Timeline

Financial Planner

Rising Tide Capital
12.2022 - 06.2023

Retail Customer Service

Tommy Hilfiger
06.2022 - 12.2022

Waitering/Dish Hand

Dooboo
03.2021 - 06.2022

Retail assistant/store manager

Calvin Klien
06.2018 - 12.2019

Pharmacy Sales Representative

Gardenvale Pharmacy
09.2017 - 06.2022

Bachelor of Business(Economic and Finance) -

Royal Melbourne Institute of Technology

Diploma of Business -

Royal Melbourne Institute of Technology

Advanced Diploma of aerospace -

Royal Melbourne Institute of Technology

ATAR achievement of 90.35 -

East Doncaster Secondary School

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Chen- Ying Lawrence Yao