Nicolas Castro
Summary
Motivated professional with a background in finance and customer service, now transitioning into IT. Skilled in problem-solving, systems analysis, and adapting quickly to new technologies. Strong experience with Microsoft Office, data management, and compliance frameworks, with recent exposure to IT processes within a financial services environment. Eager to leverage analytical, troubleshooting, and communication skills in an IT support or systems role.
Overview
8
8
years of professional experience
Work History
Paraplanner
Donmont Capital
08.2024 - Current
- Supported advisers in financial planning preparation while contributing to building internal processes within an infant company.
- Developed and implemented annual review processes to improve client engagement and compliance.
- Communicated with insurers to complete pre-assessments, ensuring appropriate cover and client outcomes.
- Maintained client data integrity across multiple platforms while assisting with reporting and compliance.
Paraplanner
Superannuation Advice Australia
02.2021 - 02.2024
- Conducted research and prepared reports to support financial planning activities.
- Ensured compliance with regulatory requirements in the preparation and implementation of financial plans.
- Maintained client records and facilitated communication between clients and advisers.
Labourer
My Fibre Glass Pools
03.2019 - 11.2020
- Prepared worksites and assisted in the installation and maintenance of pools.
- Handled materials and equipment to support construction and maintenance activities.
- Adhered to safety protocols to ensure a secure work environment.
Travel Consultant
Ignite Travel
03.2018 - 11.2019
- Assisted clients in planning and booking travel arrangements, providing personalized recommendations.
- Organized travel itineraries to ensure a seamless and enjoyable travel experience for clients.
- Handled bookings, payments, and travel documentation with accuracy and attention to detail.
Customer Service Consultant
Stellar Call Centre
12.2017 - 03.2018
- Provided first-line technical support for Belong Internet customers, resolving service inquiries, billing concerns, and connectivity issues.
- Screened clients for health issues with My Aged Care, maintaining compliance with the Privacy Act.
- Collaborated with third-party suppliers to ensure seamless service delivery and client satisfaction.
Education
RG146 -
Monarch Institute
03.2022
Year 12 - undefined
Merrimac State High School
11.2015
Certificate IV - Information Technology
Monarch Institute
08-2027
Skills
- Technical Support & Troubleshooting
- Networking Fundamentals
- Microsoft 365 Administration
- Customer Service & Stakeholder Communication
- Data Analysis & Reporting
- Incident & Ticket Management
- Cybersecurity Awareness (Policies & Compliance)
- Financial & Business Systems Knowledge
Timeline
Paraplanner
Donmont Capital
08.2024 - Current
Paraplanner
Superannuation Advice Australia
02.2021 - 02.2024
Labourer
My Fibre Glass Pools
03.2019 - 11.2020
Travel Consultant
Ignite Travel
03.2018 - 11.2019
Customer Service Consultant
Stellar Call Centre
12.2017 - 03.2018
Year 12 - undefined
Merrimac State High School
RG146 -
Monarch Institute
Certificate IV - Information Technology
Monarch Institute
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