Cooper Orrock
Brisbane City,QLD
Summary
Detail-oriented financial planning student with strong analytical skills and a commitment to helping clients achieve their financial goals. Experienced in client relationship management, tax compliance, and problem-solving. Proven ability to communicate complex financial concepts clearly and effectively. Eager to leverage diverse experiences in customer service and technical support to excel in a financial planning role. Recognized for leadership, teamwork, and a dedication to continuous improvement and client satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Applications Engineer
Volvo Trucks Australia
08.2023 - Current
- Collaborate with Volvo truck dealerships to understand client needs and provide customized solutions for load and distance requirements.
- Conduct weight estimation calculations and create CAD drawings, generating standard rating letters and reviewing technical restrictions for GVM increases.
- Approve technical modifications, including horsepower uprates for Mack Australia, ensuring compliance with performance standards.
- Serve as the primary point of contact for dealers and customers, addressing performance issues and providing technical support for Mack Trucks.
- Investigate potential enhancements to the weight estimation program by weighing Euro 6 trucks on the assembly line.
- Maintain comprehensive documentation and reports, supporting continuous improvement initiatives and technical accuracy.
CEA Tax Help Volunteer
Australian Tax Office
07.2022 - 10.2022
- Trained by the ATO to assist the public in accurately lodging tax returns, focusing on individuals with annual incomes below $60,000.
- Educated community members on tax processes, enhancing their understanding of tax obligations and benefits.
- Provided one-on-one guidance, helping individuals navigate tax forms and requirements, ensuring compliance and accuracy.
- Developed strong communication skills by explaining complex tax information in an accessible manner.
- Demonstrated problem-solving abilities by addressing client inquiries and resolving filing issues effectively.
- Contributed to a supportive environment, fostering financial literacy and confidence among participants.
Customer Service Assistant
Wildfire Sports
01.2023 - 08.2023
- Acquired niche product knowledge to effectively communicate with customers, providing tailored recommendations for sports products.
- Conducted stocktaking and replenished inventory, ensuring shelves were well-stocked and organized.
- Managed online orders and shipping processes, responding promptly to customer inquiries and ensuring a smooth transaction experience.
- Assisted in maintaining store cleanliness and organization, contributing to a welcoming shopping environment.
- Supported promotional events and in-store displays to enhance customer engagement and sales.
Crew Member
Young Endeavour Youth Challenge
07.2023 - 07.2023
- Selected to participate in a rigorous sailing expedition aboard the Young Endeavour, navigating from Brisbane to Mackay.
- Led as the head navigator, utilizing maps and location beacons to guide the vessel through open waters.
- Developed self-awareness, teamwork, and leadership skills in a challenging environment, fostering a strong sense of community responsibility.
- Collaborated with the crew to learn and master sailing techniques on an old-English style tall ship within 10 days.
- Demonstrated problem-solving abilities by effectively addressing navigation challenges and enhancing crew communication.
- Facilitated teamwork and cohesion among crew members, contributing to a successful and safe journey.
Retail Associate
Big W
11.2018 - 03.2023
- Managed refunds and exchanges, ensuring customer satisfaction and efficient service resolution.
- Operated as a cashier, handling transactions with accuracy and professionalism.
- Leveraged technical expertise to oversee the technology counter, assisting customers with product inquiries.
- Conducted stocktaking and replenished shelves, maintaining inventory levels and store organization.
- Designed and implemented visually appealing displays, enhancing merchandising efforts.
- Led register operations and performed end-of-day balancing to ensure financial accuracy.
- Addressed customer issues, providing effective solutions to enhance the overall shopping experience.
Education
Bachelor's - Mechanical Engineering/Personal Financial Planning
Queensland University of Technology
Brisbane, QLD11.2024
High School Diploma -
Ipswich Grammar School
Ipswich, QLD11.2017
Skills
Financial Analysis
Client Relationship Management
Tax Compliance
Problem Solving
Attention to Detail
Organisational Skills
Team Collaboration
Accomplishments
- Futurity Investment Group Scholarship 2023 - selected as one of few outstanding students to attend the FAAA Congress in Adelaide, highlighting exceptional potential in Financial Planning.
- The Young Endeavour Award, Voyage 11/23, was bestowed in recognition of outstanding commitment to excellence, reflecting the core values of the Young Endeavour Youth Scheme. This prestigious award highlights leadership, teamwork, and a dedication to personal and community growth, underscoring the importance of these qualities in a challenging maritime environment.
- 1st Place in Uni Sport Triathlon Nationals 2023 –
St Kilda, March 24, 2023
Certification
- MCO-3 Motorsports Composites for FSAE Teams conducted by PARTEC - These competencies form part of (PMB40116) Certificate IV in Polymer Technology
Hobbies
- Regular Triathlon participant since 2020
- Long / middle distance endurance running
- Cycling
- Swimming
- Rock Climbing
- 3D printing and component design
Timeline
Applications Engineer
Volvo Trucks Australia
08.2023 - Current
Crew Member
Young Endeavour Youth Challenge
07.2023 - 07.2023
Customer Service Assistant
Wildfire Sports
01.2023 - 08.2023
CEA Tax Help Volunteer
Australian Tax Office
07.2022 - 10.2022
Retail Associate
Big W
11.2018 - 03.2023
Bachelor's - Mechanical Engineering/Personal Financial Planning
Queensland University of Technology
High School Diploma -
Ipswich Grammar School
- MCO-3 Motorsports Composites for FSAE Teams conducted by PARTEC - These competencies form part of (PMB40116) Certificate IV in Polymer Technology
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