Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Mark Wilcox

Kensington,NSW

Summary

Forward-thinking professional experienced working in educational settings. Focused on building connections with students to strengthen engagement and help students reach full potential. Knowledgeable about planning projects to diversify instruction, immerse students in subject material, and promote continuous skill-building.

Overview

25
25
years of professional experience

Work History

Teacher

NSW Department of Education
Woolloomooloo, NSW
07.2018 - Current
  • Planned and implemented lessons using various teaching strategies to meet diverse student needs.
  • Met with administrators and department team members to work on curriculum planning and assessment methods.
  • Developed and implemented lesson plans based on curriculum objectives.

Financial Planner

Lighthouse Financial Group
Sydney, NSW
09.2014 - 03.2017
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Performed due diligence when selecting new investments for client portfolios.
  • Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.

Financial Planner

AMP Financial planning
St Leonards, NSW
07.2013 - 08.2014
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.
  • Developed retirement strategies tailored to each individual client's needs and objectives.

Registry Supervisor

White Outsourcing
Sydney, NSW
08.2011 - 10.2012
  • Recruited, interviewed and selected employees to fill vacant roles.
  • Reviewed employees' work to check adherence to quality standards and proper procedures.
  • Discussed job performance problems with employees, identifying causes and issues to find solutions.
  • Created detailed reports of registry activity, including any discrepancies or errors in the data.
  • Monitored staff performance to ensure compliance with policies, procedures, regulations, and laws related to registries.

Analyst

BT Financial Group
Sydney, 2000
09.2010 - 05.2011
  • Collaborated with cross-functional teams on projects related to analytics initiatives.
  • Identified needs of customers promptly and efficiently.
  • Identified opportunities for process improvements across the organization.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Oversaw quality control to identify inconsistencies and malfunctions.

Client Accountant

State Street Australia
Sydney, NSW
02.2006 - 05.2010
  • Reviewed and reconciled client accounts to ensure accuracy of financial records.
  • Assisted with the development of new accounting processes or procedures in order to increase efficiency or accuracy of workflows.
  • Posted financial data in Excel spreadsheets and managed inventory.

Travel Consultant

Flight Centre
Sydney, 2000
05.2004 - 01.2006
  • Coordinated travel arrangements, including flights, hotels, and car rentals, for diverse client base.
  • Processed credit and debit payments and handled confidential information with discretion.
  • Conversed with customers to determine destination, mode of transportation and accommodations.
  • Provided excellent customer service in a fast-paced environment.

Team Leader Unit Registry

ING Australia
Sydney, 2000
12.2001 - 04.2004
  • Oversaw training and development programs to enhance team skills and knowledge.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Delegated daily tasks to team members to optimize group productivity.
  • Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.
  • Coordinated daily operations, ensuring team adherence to company policies and procedures.
  • Maintained positive working relationship with fellow staff and management.

Client Relations Consultant

BT Financial Group
Sydney, NSW
02.2000 - 12.2001
  • Provided exemplary level of service to customers to extend relationships for future business opportunities.
  • Managed crisis communications, turning dissatisfied customers into brand advocates.
  • Addressed inquiries from clients and department team members.

Education

Advanced Diploma of Finance (Financial Planning) - Banking And Finance

Kaplan
Sydney NSW
07-2016

Diploma of Finance, Financial Planning And Services - Financial Services

Kaplan
Sydney NSW
07-2013

Certificate 3 in Internation Retail Travel Sales - Tourism And Travel Management

Flight Centre Academy
Sydney, NSW
07-2005

Bachelor of Arts With The Diploma of Education - Human Geography

Macquarie University
Sydney, NSW
12-1999

Skills

  • Curriculum development
  • Assessment methods
  • Financial reporting
  • Data analysis
  • Client relationship management
  • Quality control

Affiliations

  • Scuba Diving
  • AFL Umpiring
  • Surfing
  • Member of Tamarama Surf Life Saving Club

References

References available upon request.

Timeline

Teacher

NSW Department of Education
07.2018 - Current

Financial Planner

Lighthouse Financial Group
09.2014 - 03.2017

Financial Planner

AMP Financial planning
07.2013 - 08.2014

Registry Supervisor

White Outsourcing
08.2011 - 10.2012

Analyst

BT Financial Group
09.2010 - 05.2011

Client Accountant

State Street Australia
02.2006 - 05.2010

Travel Consultant

Flight Centre
05.2004 - 01.2006

Team Leader Unit Registry

ING Australia
12.2001 - 04.2004

Client Relations Consultant

BT Financial Group
02.2000 - 12.2001

Advanced Diploma of Finance (Financial Planning) - Banking And Finance

Kaplan

Diploma of Finance, Financial Planning And Services - Financial Services

Kaplan

Certificate 3 in Internation Retail Travel Sales - Tourism And Travel Management

Flight Centre Academy

Bachelor of Arts With The Diploma of Education - Human Geography

Macquarie University

Similar Profiles

CREATE PROFILE
Mark Wilcox