Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Rhys Horton

Banora Point,NSW

Summary

Results-driven team player known for productivity and efficiency in completing tasks. Skilled in financial analysis, market research, and regulatory compliance to ensure informed decision-making and adherence to industry standards. Excel at negotiation, client relationship management, and problem-solving to achieve optimal outcomes for all parties involved.

Overview

6
6
years of professional experience

Work History

Junior Finance Broker

McKern & Associates
Burliegh Heads, QLD
06.2024 - Current
  • Assisted clients in gaining financing across Commercial, Residential, and Asset Financing.
  • Navigated AFG brokering systems to give clients access to the most suited products.
  • Maintained strong client relationships.
  • Assessed clients' financials to provide the most suitable loans.

Mckern & Associates Finance Internship

Mckern & Associates
Burleigh Heads, QLD, QLD
03.2024 - 06.2024
  • Assisted Customer Service Officer (CSO) and Financial Advisors in daily operations. This included collating and analysing data, preparing for and sitting in on client meetings, and conducting research.
  • Managed customer inquiries through phone calls, emails, or other forms of communication.
  • Gathered data for market research projects and analysed findings to make recommendations.

Retail/ Customer Service Assistant

Club Banora Pro Shop
01.2021 - 06.2024
  • Frequently leveraged tools in Microsoft Office Suite with a focus on Excel.
  • Conducted small business research (Business P&L optimisation & analysis)
  • Provided outstanding customer service.
  • Effectively operate Point-Of-Sale Systems.
  • Assisted with small business banking and finances.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Bartender

Twin Towns Services Club
01.2019 - 10.2021
  • Followed strict recipes and drink measurements to minimize product used.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Served high customer volumes during special events, nights, and weekends.
  • Obtained cash bank and stocked service bar to prepare for operation.

Education

Certificate IV in Finance And Mortgage Broking - Finance And Mortgage Broking

National Finance Institute
Online
11-2024

Bachelor of Business & Journalism -Finance Major -

Griffith University
Gold Coast
10.2024

Professional Trading Masterclass (PTM) - Finance

Institute of Trading And Portfolio Management
United Kingdom
2022

High School Certificate -

St Joseph’s College

Skills

  • Experienced in Microsoft Office Applications
  • Effective Team and Solo Contributions
  • Willingness and ability to learn new skills
  • Very strong interpersonal and communication skills
  • Broad knowledge of equity valuation & financial markets
  • Data analysis and collation

Accomplishments

  • Griffith Academic Excellence Award 2024
  • Conducted research that influenced the Griffith University Student Investment Fund. (2023)
  • Won the Business Strategy Game (BSG) at Griffith University. (2023)

Timeline

Junior Finance Broker

McKern & Associates
06.2024 - Current

Mckern & Associates Finance Internship

Mckern & Associates
03.2024 - 06.2024

Retail/ Customer Service Assistant

Club Banora Pro Shop
01.2021 - 06.2024

Bartender

Twin Towns Services Club
01.2019 - 10.2021

Certificate IV in Finance And Mortgage Broking - Finance And Mortgage Broking

National Finance Institute

Bachelor of Business & Journalism -Finance Major -

Griffith University

Professional Trading Masterclass (PTM) - Finance

Institute of Trading And Portfolio Management

High School Certificate -

St Joseph’s College

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Rhys Horton