Professional analysis and evaluation of shares, funds, futures contracts and options for five years from China, Australia and America. Highly skills at choice high potential investment for clients and analysis the different countries' risk and economic environment. The total average return of investment is 25% for clients in the last 3 years. My future career planning will ideally have a strong interest in finance and accounting as a career.
Plan and assist portfolio manager in investing different investments (commodities, index, FX, Etf and shares) for different period
Analyze and measure value of different industries (semiconductors, travel agencies, banks and lithium mining companies) and equity market in ASX, Nasdaq, HKEX and SSE
Uses different methods to measure share price of intrinsic value of shares. Such as DCF, DDM, PB and PEG.
Recommend and advise CEO in different industries that will have different expected returns and risks. And create different portfolios for different customers.
Created plans and communicated deadlines to complete projects on time.
Communicate and report information to manager every week.
Education
Bachelor of Commerce - Business, Finance and Accounting, Economics
Deakin University
Burwood
11.2022
Skills
Python, Microsoft Office (Excel, Word, PowerPoint), Xero (accounting tools), MYBO
Collaboration
Customer Service
Good listener
Decision Making
Flexible & Adaptable
Team building
Financial Planning
Portfolio Construction
Meeting Support
Accounting Software Systems
Audit
Financial Statements
PROJECT EXPERIENCE
Accounting Assistance and auditor, Deakin university August/2020-Novmber/2021
• Preparing mutable statement by Xero. Includes financial statement, income statement and cash flow.
• Calculate the assessable income and help client to calculate the income tax.
• Use Xero to processing daily receipts, related bank charges, and invoices/account sales/credit notes. And financial tool MYOB to track number from clients and reported.
• Identify sufficient and appropriate audit evidence to inform judgments, make decisions, and reach well-reasoned conclusions.
• Assess the risks of material misstatement in the financial statements and critically consider its impact on the audit strategy
• Excellent MS Word and Excel skills for calculation and data processing.
• Perform analysis and produce reports, including recommendations on product profitability.