Keli Carcaillet
Caloundra
Overview
29
29
years of professional experience
Work History
Financial Counsellor
Salvation Army Moneycare
08.2018 - 04.2024
- Conduct financial counselling sessions
- Manage appointment bookings and client load
- Provide confidential service to individuals and community of Logan & St George LGA
- Direct casework and community development
- Develop a bond and ongoing support with the client
- Assessment of financial situations
- Identity, clarify and discuss options for client
- Inform client about rights and responsibilities concerning financial issues
- Advocate on behalf of the client as necessary
- Referral options as needed
- Budget planning and lifestyle adjustment
- Working within a social justice framework
- Recognise and build on client's own strengths
- Be an active member of FCA and appropriate state association
- Professional case management as per association & government funding requirements
- Administrative duties
- Work involves cross cultural and other diversities.
- Network with external services
- Meeting minutes and attends interagency meetings
- Continue to keep up training requirements
Financial Counsellor
Wesley Counselling Services
11.2011 - 01.2018
- Conduct financial counselling sessions
- Manage appointment bookings and client load
- Provide confidential service to individuals and community of Sutherland & St George areas
- Direct casework and community development
- Develop a bond and ongoing support with the client
- Assessment of financial situations
- Identity, clarify and discuss options for client
- Inform client about rights and responsibilities concerning financial issues
- Advocate on behalf of the client as necessary
- Referral options as needed
- Budget planning and lifestyle adjustment
- Working within a social justice framework
- Recognise and build on client's own strengths
- Be an active member of FCA and FCAN
- Professional case management as per association & government funding requirements
- Administrative duties
- Work involves cross cultural and other diversities
- Have a broad extensive experience and knowledge working alongside clients having gambling, AOD, brain & physical injury, complex mental health, DFV, small business, self managed superannuation and bankruptcy matters.
- Network with external services
- Meeting minutes and attends interagency meetings
- Continue to keep up training requirements
Financial Counsellor
Lifeline North QLD
01.2011 - 11.2011
- Provide confidential service to individuals and community of Mt Isa / western region of QLD
- Direct casework and community development
- Develop a bond and ongoing support with the client
- Assessment of financial situations
- Identity, clarify and discuss options for client
- Inform client about rights and responsibilities concerning financial issues
- Advocate on behalf of the client as necessary
- Referral options as needed
- Budget planning and lifestyle adjustment
- Working within a social justice framework
- Recognise and build on client's own strengths
- Be an active member of FCAN and FCAQ
- Present financial workshops and PowerPoint presentations
- Professional case management as per association & government funding requirements
- Administrative duties
- Work involves cross cultural and other diversities
Store Manager
Lifeline North QLD
01.2007 - 01.2011
- Supervise and manage all store operations
- Organise training of staff/volunteers
- Maintain an elevated level of customer service and staff morale
- Uphold store integrity and a confidential environment
- Responsible for store budgetary control
- Liaise with Lifeline co-workers and relevant community and government organisations
- Prepare monthly reports
- Attend staff management meetings and other professional development programs
Remedial Massage Therapist
Maroochydore Chiropractic Clinic
01.2002 - 01.2006
- Remedial bodywork
- Reception duties
Remedial Massage Therapist
West End Osteopathic and Health Clinic
01.2004 - 01.2005
- Remedial bodywork
- Assessment
- Customer service
- Reception duties
Remedial Massage Therapist (self-employed)
Mooloolaba Massage and Health Clinic
01.2003 - 01.2005
- Remedial bodywork
- Assessment
- Customer service
- Reception duties
Remedial Massage Therapist
The Body House
01.2002 - 01.2003
- Remedial bodywork
- Assessment
- Customer service
- Reception and accounting duties
Remedial Body work
Sylvania Chiropractic Centre
01.2000 - 01.2001
- Reception and accounting duties
- Customer service
Diet Aide
Sutherland Hospital
01.1995 - 01.1998
- Menu planning
- Assessment
- Administration records
- General clerical duties
Education
Lifeline ASSIST course -
01.2016
Diploma Community Services - Financial Counselling
UCC
01-2011
Uniting Care Community ASSIST course -
01.2010
Uniting Care Community Psychological First Aid course -
01.2010
Health Schools Australia - Alzheimer’s and diabetes seminar
01.2006
Health Schools Australia - Advanced homeopathy
01.2005
Workshop series Greg Morling - Treatment of Parkinson’s, Treatment of adhesive capsulitis
01.2004
Cert IV in Assessment and Workplace Training -
Workplace Training Centre
01.2003
Professional Seminar Series - Treatment of tennis elbow, Management of tendonitis, Patella-femoral pain, evaluation, and management
University of QLD
01.2003
ATMS professional seminar series - Hydrotherapy and kinesiology lectures
01.2003
Diploma of Remedial Massage Therapy -
University of Western Sydney
01.2001
Skills
- Client relationship
- effective communication
- time management
- non judgemental
- broad range of financial skills
Timeline
Financial Counsellor
Salvation Army Moneycare
08.2018 - 04.2024
Financial Counsellor
Wesley Counselling Services
11.2011 - 01.2018
Financial Counsellor
Lifeline North QLD
01.2011 - 11.2011
Store Manager
Lifeline North QLD
01.2007 - 01.2011
Remedial Massage Therapist
West End Osteopathic and Health Clinic
01.2004 - 01.2005
Remedial Massage Therapist (self-employed)
Mooloolaba Massage and Health Clinic
01.2003 - 01.2005
Remedial Massage Therapist
Maroochydore Chiropractic Clinic
01.2002 - 01.2006
Remedial Massage Therapist
The Body House
01.2002 - 01.2003
Remedial Body work
Sylvania Chiropractic Centre
01.2000 - 01.2001
Diet Aide
Sutherland Hospital
01.1995 - 01.1998
Uniting Care Community ASSIST course -
Uniting Care Community Psychological First Aid course -
Health Schools Australia - Alzheimer’s and diabetes seminar
Health Schools Australia - Advanced homeopathy
Workshop series Greg Morling - Treatment of Parkinson’s, Treatment of adhesive capsulitis
Cert IV in Assessment and Workplace Training -
Workplace Training Centre
Professional Seminar Series - Treatment of tennis elbow, Management of tendonitis, Patella-femoral pain, evaluation, and management
University of QLD
ATMS professional seminar series - Hydrotherapy and kinesiology lectures
Diploma of Remedial Massage Therapy -
University of Western Sydney
Lifeline ASSIST course -
Diploma Community Services - Financial Counselling
UCC
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