I am a happy, dedicated, highly organised and hard-working person who is quick to learn. Over the past years I have developed a strong analytical problem-solving ability, customer focus and communication skills. I can priorities tasks and meet all deadlines given to me. I consider myself a valuable addition to any workplace and can collaborate with others, work autonomously and produce work of a high standard. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
26
26
years of professional experience
Work History
Strata Portfolio Manager
Strata Sphere /Aquila Body Corporate Management
06.2021 - Current
General meetings (VOCM, AGM, EGM) agenda and motions, holding meetings, minutes
Committee meetings, relationships with committee members and owners
Budgets, checking of financials
Organisation of quotes and work orders for maintenance
Maintaining contractor relationships
Drafting of letters to owners, real estates, tenants, contactor's and neighbouring properties
Insurance renewals, claims, QCAT claims, adjudication/commissioners’ submissions, and all associated paperwork for the body corporate
Administration agreements, supervising body corporate by-laws are adhered
Site visits and inspections
Managed: standard/small/commercial/accommodation
Facilitated portfolio performance review and implemented new strategies.
Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
Recommended investment strategies to meet client financial objectives.
Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
Strata portfolio manager
BCS Southport
01.2021 - 06.2021
General meetings (OCM, AGM, EGM) agenda and motions, holding meetings, minutes
Committee meetings, relationships with committee members and owners
Budgets, checking of financials
Organisation of quotes and work orders for maintenance
Maintaining contractor relationships
Drafting of letters to owners, real estates, tenants, contactor's and neighbouring properties
Insurance renewals, claims, QCAT claims, adjudication/commissioners’ submissions, and all associated paperwork for the body corporate
Administration agreements, supervising body corporate by-laws are adhered
Site visits and inspections
Managed: standard/small/commercial/accommodation and BMS, Company titles and Principal schemes
Training Portfolio assistants
Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
Facilitated portfolio performance review and implemented new strategies.
Strata portfolio manager
BCS Mackay
03.2015 - 01.2021
General meetings (OCM, AGM, EGM) agenda and motions, holding meetings, minutes
Committee meetings, relationships with committee members and owners
Budgets, checking of financials
Organisation of quotes and work orders for maintenance
Maintaining contractor relationships
Drafting of letters to owners, real estates, tenants, contactors and neighbouring properties
Insurance renewals, claims, QCAT claims, adjudication/commissioners’ submissions, and all associated paperwork for the body corporate
Administration agreements, supervising body corporate by-laws are adhered
Site visits and inspections
Managed: standard/small/commercial/accommodation and BMS, Company titles and Principal schemes
Owner/sales agent/Principal
Sarina Coast 2 Coal Real Estate
03.2010 - 01.2014
Responsible for starting and developing of company, company name, branding and client development and retention
All aspects of property management including but not limited to drawing up leases, entry notices, exit reports, form 9, notices to leave also court papers and court procedures
Staff selection and training, Implication of policy and procedures
Accounting, advertising, marketing and fund management
Trust account reconciliation, Website management
Negotiated, facilitated and managed real estate transactions
Continually stayed up to date on mortgage rates and related real estate news
Followed up with prospective buyers regarding incentives from the builder and new developments in the surrounding area
Communicated with clients to understand their property needs and preferences
Presented purchase offers to sellers for consideration
Acted as liaison between buyers and sellers to ensure positive experiences for both parties
Delivered positive, effective sales presentations
Maintained connections with clients to encourage repeat business and referrals
Created and implemented marketing plans to drive sales
Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations
Negotiated contracts on behalf of clients
Maintained connections with clients to encourage repeat business and referrals
Created and implemented marketing plans to drive sales
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Implemented marketing strategies to increase brand awareness and attract new customers.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Administration/sales consultant
Ray White Mackay
07.2005 - 11.2009
First 6 months I completed and Passed my real estate registration while working in all aspects of Reception as well as PA duties for the agents
After the 6 months I did all jobs relating with Sales in the sales department and a traineeship in property management
Appraise and present Comparative Market reports for properties
Negotiated contracts on behalf of clients
Guided clients from beginning to end of the home buying process
Developed and maintained relationships with clients
Managed contracts, negotiations and all aspects of sales
Maintained connections with clients to encourage repeat business and referrals
Delivered positive, effective sales presentations
Oversaw the advertising of properties for web and print media
Presented purchase offers to sellers for consideration
Followed up with prospective buyers regarding incentives from the builder and new developments in the surrounding area
Negotiated, facilitated and managed real estate transactions
Accompanied buyers and sellers to their home inspections and appraisals
Coordinated appointments to show marketed properties
Generated listings for sales and rental properties through cold calls and referrals
Advertised client properties on websites, through social media and in real estate guides
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Provided sales and customer service assistance to walk-in traffic
Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Bar attendant/cleaner/cook
Koumala Hotel
09.2003 - 07.2005
Customer service, conflict resolution, Responsible service of alcohol
Stock takes, stock ordering, cleaning Bar, hotel accommodation and common areas
Kitchen duties, part-time cook
Leave caretaker/management when owners away
Housekeeping supervisor
Mediterranean Resort
11.2001 - 12.2002
Staff rostering, supervising and training
Room allocation, inspections, arranging maintenance and repairs/replacement
Management of laundry and stock
Housekeeping duties, common area cleaning, contractor liaison
Conducted regular room inspections to verify compliance with housekeeping standards.
Recommended or arranged for painting, repair work, renovations and replacement of furnishings and equipment.
Management of resort renovation and refurbishment when changed to Contiki – including arranging deliveries of building materials, furniture via barge services
Public area cleaning and managing work health safety
Arranging/notifying maintenance
Housekeeping supervisor
Club Med Lindeman Island
08.1998 - 12.2000
Lindeman Island is where I started my Hospitality training, I was lucky enough to be able in the time I was there to work within every department including the Bar, Restaurant, Kitchen, Cleaning services, Night maintenance services and Recreation
My responsibilities varied in the time I was on the island, however the last 6 months of my time there was in the Housekeeping Supervisor role
Skills
Client Relationship Management
Client Interfacing
Portfolio construction
Due diligence
Attention to Detail
Community Networking
Critical Thinking
Decision-Making
Customer Service
Planning and coordination
Relationship building and management
Staff Management
Risk Management
Budget Planning
Budget Forecasting
Education And Qualifications
CPP20212 Certificate II in Security Operations
CPP30411 Certificate III in Security Operations Part -Crowd Controller
HLT21112 Certificate II in Emergency medical first response
30977QLD Workplace Drug Testing (breath alcohol) (urine) (oral fluid –saliva)
Full real estate license (currently on hold with the office of Fair Trading)