Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

David Trevethick

Upwey

Summary

Im 52 years old, 'happily married with two children 9 and 15 and live in Upwey.

I have recently started in Care Support work as a self employed person.

I was a director of our own family financial planning business which I worked in for 20 plus years.

Being a successful business owner provided me will extensive skill sets, communication and client relationships.

Overview

23
23
years of professional experience

Work History

Care Support Worker

Self Employed
12.2024 - Current
  • Coordinated transportation services for clients'' medical appointments or other essential outings.
  • Increased client satisfaction by promptly addressing concerns and implementing necessary changes.
  • Ensured a safe environment for both clients and staff by adhering to facility policies and procedures.
  • Established rapport with clients and families to foster open communication and trust.

Golf Course Groundskeeper

Heritage Golf Course
03.2023 - 07.2024
  • Collaborated with other groundskeepers to maintain consistently high standards across all areas of the golf course property.
  • Maintained optimal course conditions for golfers through regular mowing, edging, and trimming of greens, tees, and fairways.
  • Supported successful golf tournaments by preparing the course for optimal playing conditions during events.
  • Used trimmers and chainsaws for grounds maintenance, brush clearing, and tree removal and thinning.

Senior Financial Planner

State Investment Services Pty Ltd
01.2002 - 12.2023
  • Implemented tax-efficient strategies in client portfolios, optimizing savings and wealth accumulation potential.
  • Prepared detailed cash flow analyses for clients, identifying opportunities for improvement in spending habits and debt management.
  • Increased client satisfaction by developing personalized financial plans tailored to individual needs and goals.
  • Developed strong relationships with clients through regular communication, fostering trust and loyalty.
  • Advised clients on investments, retirement and estate planning.
  • Monitored and updated financial plans to comply with client goals.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

Education

Advance Diploma of Financial Planning - Financial Planning

Deakin University
Melbourne, VIC
06-2002

Skills

  • Patient care
  • Dependable and responsible
  • Active listening
  • Client transportation

Interests

I enjoy my family and spending time with them

I love sports and still play cricket on the weekends

I have coached basketball for over 5 years and am currently team assistant for my son's football and cricket teams

I enjoy a wide variety of music and enjoy catching up with friends and getting away camping whenever we can

Timeline

Care Support Worker

Self Employed
12.2024 - Current

Golf Course Groundskeeper

Heritage Golf Course
03.2023 - 07.2024

Senior Financial Planner

State Investment Services Pty Ltd
01.2002 - 12.2023

Advance Diploma of Financial Planning - Financial Planning

Deakin University

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David Trevethick