Jordan Austin
Darlinghurst,NSW
Summary
Motivated and detail-oriented Bachelor of Commerce student majoring in Finance and Banking. Currently gaining practical experience as a Review Paraplanner at a financial advisory firm. Skilled in portfolio analysis, financial review preparation, and collaborating with advisors to deliver tailored financial solutions. Driven by a passion for corporate finance with aspirations to pursue a career in investment banking, asset management, or private equity. Enjoys staying active through soccer, golf, cricket, and running, as well as expanding knowledge through reading.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Review Paraplanner
Back to Back Financial Planners
06.2022 - Current
- Client research and analysis: Conduct in-depth analysis of client portfolios, collecting critical details and verifying calculations to ensure accuracy and reliability.
- Preparation of financial reviews: Prepare comprehensive financial reviews, providing personalized financial information through accurate cash flow forecasts, risk assessments, and retirement planning models.
- Collaboration with advisers: Collaborate with financial advisors during client meetings to enhance advisor-client communication and create financial plans aligned with clients' long-term goals and needs.
Bartender and waiter
Area Hotel, Griffith
06.2022 - 08.2022
- Performed opening and closing duties, and managed cash handling duties at the end of each shift.
- Organized bar inventory and kept bar well-stocked to meet expected customer demands.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
Warehouse Worker
Collier & Miller, Griffith
04.2021 - 02.2022
- Full-time gap year role from April 2021 to February 2022
- Managed incoming inventory efficiently and performed inventory counts to ensure accurate stock levels.
- Conducted regular inventory checks to uphold stock accuracy and availability.
- Picked and prepared products orders for shipment, and performed regular deliveries.
- Assisted retail and warehouse customers with inquiries and product selection.
Restaurant Waiter
La Scala Restaurant, Griffith
12.2020 - 02.2022
- Casual December 2020 to February 2022
- Performed waiter, bartending and cleaning duties
Weighbridge operator
Casella Family Wines, Yenda
01.2021 - 04.2021
- Casual January – April 2021
- Supported site managers with handling daily traffic by processing data and paperwork.
- Weighing trucks and other vehicles that are delivering grapes to the winery.
- Ensured that grapes were tested accurately according to the required protocol.
Casual Shop Assistant
Bertoldos Bakery, Griffith
12.2016 - 12.2017
- December2016 to December2017
- Employed as a Casual Shop Assistant working after school assisting with general duties, filling drink fridges, cleaning and assisting with bakery duties
Education
Bachelor of Commerce - Finance And Banking
University of Sydney
06-2025
Saint Ignatius College, Riverview
Sydney, NSW01.2020
Marion Catholic College, Griffith
Griffith, NSW01.2017
Saint Patricks Primary School, Griffith
Griffith, NSW01.2014
Skills
- Good work ethic: I pride myself on being a hard worker, efficient and organised, whilst striving to have a continuous learning mindset
- Strategic thinking: In my current role in particular, I have had to problem solve, think critically and use initiative to act promptly
- Strong communication skills and teamwork: Being a part of a team in my previous roles, I learnt to work cohesively with my colleagues to ensure the best results possible through clear and concise communication
- Effective time management: Successfully balancing university commitments and work deadlines has strengthened my ability to prioritize tasks and has improve my overall time management skills
Certification
- Responsible Service of Alcohol (RSA) (2018)
- First Aid Certificate (2019)
- Responsible Service of Gambling (2022)
Hobbies and Interests
Soccer, Cricket, Golf, Mountain Biking, Reading
Awards
Boarding Proctor, St Ignatius College, Riverview (2020), Players Player of the1st XI (Riverview Football) (2020), Sports Captain of Saint Patricks Primary School, Griffith (2014)
Timeline
Review Paraplanner
Back to Back Financial Planners
06.2022 - Current
Bartender and waiter
Area Hotel, Griffith
06.2022 - 08.2022
Warehouse Worker
Collier & Miller, Griffith
04.2021 - 02.2022
Weighbridge operator
Casella Family Wines, Yenda
01.2021 - 04.2021
Restaurant Waiter
La Scala Restaurant, Griffith
12.2020 - 02.2022
Casual Shop Assistant
Bertoldos Bakery, Griffith
12.2016 - 12.2017
Bachelor of Commerce - Finance And Banking
University of Sydney
Saint Ignatius College, Riverview
Marion Catholic College, Griffith
Saint Patricks Primary School, Griffith
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