Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Michelle Nguyen

Melbourne,VIC

Summary

I hold a Victorian Certificate of Education (VCE) and am currently completing an Advanced Diploma of Paraplanning at Kaplan. With two years of experience in the financial planning industry, along with a background in hospitality and administration, I have developed strong analytical, client service, and organisational skills. My next goal is to step into a paraplanner role, where I can deepen my technical expertise and contribute more meaningfully to the financial planning process.

Overview

8
8
years of professional experience

Work History

Disability Support Worker

Golden Star Love & Care
03.2023 - Current

I provide compassionate assistance to children with disabilities, fostering independence and enhancing their daily lives. My key responsibilities include:
- Personalised Support: Assisting children with daily activities such as grocery shopping, meal preparation, and essential life skills development.
- Encouraging Independence: Creating a supportive environment that empowers children to build confidence and autonomy.
- Engaging & Nurturing Care: Ensuring a safe, inclusive, and positive experience through meaningful engagement and tailored support.

Office Administrator

Aspire Planning Group
06.2022 - Current

I provide comprehensive support to advisers and clients, ensuring smooth operations and efficient plan implementation. My key responsibilities include:
- Diary & Client Management: Coordinating schedules, setting up new clients, and preparing appointment letters.
- Advice Document Preparation: Drafting, editing, and formatting ROAs, SOAs, and EOLs to ensure compliance and clarity.
- Financial Plan Implementation: Facilitating the execution of financial strategies and ensuring timely follow-ups.
- Client & Stakeholder Communication: Liaising with clients, financial institutions, and external stakeholders to support seamless service delivery.
- Document Review & Quality Assurance: Ensuring accuracy, functionality, and professional presentation of financial documents.
- XPLAN Utilisation: Updating Fact Finds, generating advice documentation, and maintaining accurate client records within the system.

Inbound Customer Service Consultant

Startek Australia
10.2021 - 03.2022

I play a key role in facilitating a seamless home loan experience for both customers and brokers. My responsibilities include:
- Home Loan Application Management: Overseeing applications from submission to approval, ensuring efficient file management and timely follow-ups.
- Stakeholder Collaboration: Acting as a liaison between Business Development Managers, brokers, and internal credit teams to streamline processes and resolve inquiries.
- Customer & Broker Support: Partnering with banks and brokers to deliver a smooth and transparent lending experience.
- Issue Resolution & Escalation: Addressing customer concerns professionally and efficiently, escalating complex cases to management as required.

Store Assistant

Pizza Fellas
12.2020 - 10.2021

I contributed to delivering exceptional customer service and ensuring smooth daily operations. My key responsibilities included:
- Customer Service & Sales: Greeted customers, processed payments via a POS system, and provided a friendly dining experience.
- Stock Control & Store Maintenance: Assisted with inventory management, restocking, and maintaining a clean, organised work environment.
- Team Leadership & Training: Supervised service staff, provided training, and ensured adherence to company policies and hygiene standards.
- Operational Efficiency: Coordinated food and beverage services to maintain fast, high-quality service during peak hours.

Front of House

YOMG
12.2019 - 10.2021

I delivered exceptional customer service while ensuring smooth operations. My key responsibilities included:
- POS & Order Management: Efficiently processed orders and payments, ensuring clear communication between front and back of house for seamless service.
- Customer Service Excellence: Anticipated customer needs, provided high-quality service, and upheld company values to enhance customer satisfaction.
- Equipment Maintenance: Developed expertise in maintaining frozen yoghurt machines, including conducting regular temperature checks to ensure product quality.
- Recognition & Leadership: Awarded Employee of the Month for outstanding communication, leadership, and team collaboration.
- Fast-Paced Service Delivery: Managed orders and food delivery efficiently, balancing speed with a warm, friendly approach.

Floor Staff

RocoMamas
12.2019 - 01.2020

I provided excellent customer service while ensuring smooth front-of-house operations. My key responsibilities included:
- Transaction Management: Accurately processed cash and card payments through the POS system, ensuring seamless cash flow and efficient service.
- Customer Assistance: Assisted guests with menu inquiries, offering recommendations and ensuring a positive dining experience.
- Restaurant Maintenance: Maintained clean and organised dining areas, restrooms, and workstations by regularly sweeping, mopping, replenishing supplies, and managing waste disposal.

Floor Staff

Braybrook STN
12.2017 - 10.2018

I played a key role in ensuring efficient operations and exceptional customer service. My key responsibilities included:
- Reservation & Call Management: Handled incoming calls, managed bookings, and coordinated seating arrangements to optimise the dining experience.
- Transaction Handling: Balanced receipts and processed payments accurately, maintaining cash register integrity.
- Team Collaboration & Service Excellence: Worked closely with the team to uphold smooth operations and deliver high-quality service, especially during peak hours.

Front of House

Lazy Moe’s
03.2017 - 07.2017

I provided excellent customer service while ensuring smooth dining operations. My key responsibilities included:
- Service Expertise: Mastered the ‘three-plate carry’ technique to efficiently serve guests and maintain a high standard of service.
- Booking & Guest Coordination: Managed reservations and seating arrangements to optimise the dining experience.
- Professionalism & Hospitality: Maintained a polished and professional demeanour while catering to guests, ensuring a welcoming and high-quality dining atmosphere.

Education

Advanced Diploma of Paraplanning - Financial Planning

Kaplan
06-2025

VCE -

Maribyrnong Secondary College
Maribyrnong, VIC
11-2019

Skills

    Compliance Awareness

    Technology & Software Proficiency

    Communication & Client Relationship Management

    Attention to Detail

    Time Management

Languages

Vietnamese
Native or Bilingual

Timeline

Disability Support Worker

Golden Star Love & Care
03.2023 - Current

Office Administrator

Aspire Planning Group
06.2022 - Current

Inbound Customer Service Consultant

Startek Australia
10.2021 - 03.2022

Store Assistant

Pizza Fellas
12.2020 - 10.2021

Front of House

YOMG
12.2019 - 10.2021

Floor Staff

RocoMamas
12.2019 - 01.2020

Floor Staff

Braybrook STN
12.2017 - 10.2018

Front of House

Lazy Moe’s
03.2017 - 07.2017

Advanced Diploma of Paraplanning - Financial Planning

Kaplan

VCE -

Maribyrnong Secondary College
Michelle Nguyen