Have worked with a Senior Financial Adviser, who has 40 plus years’ experience in the Insurance and Financial Services profession, for the past 5 years.
Sat for the Financial Adviser Exam on the 07/11/2024, and on the 06/12/2024 I was advised that I had attained a Pass result.
Accountant
DV WOOD
02.2020 - 06.2024
Fully qualified Accountant and have been actively working as an Accountant for the past 5 years.
Education
Graduate Diploma of Financial Planning - Financial Planning
Kaplan Professional
Sydney
05-2024
Masters of Business Administration (MBA) -
University of Tasmania
TAS
11-2021
Masters of Financial Analysis (MFA) - Financial Analysis
La Trobe University
Melbourne, VIC
06-2019
Master of Professional Accounting (MPA) - Professional Accounting
Latrobe University
Melbourne, VIC
06-2019
Bachelor of Science - Chemistry
Latrobe University
Melbourne, VIC
11-2015
Timeline
Tax Agent
Future Dollar$
06.2024 - Current
Trainee Financial Planner
Statcorp Consulting Pty Ltd
02.2020 - Current
Accountant
DV WOOD
02.2020 - 06.2024
Graduate Diploma of Financial Planning - Financial Planning
Kaplan Professional
Masters of Business Administration (MBA) -
University of Tasmania
Masters of Financial Analysis (MFA) - Financial Analysis
La Trobe University
Master of Professional Accounting (MPA) - Professional Accounting
Cluster HR at Brand Factory (A Division of Future Lifestyle Fashions Ltd.)-Future GroupCluster HR at Brand Factory (A Division of Future Lifestyle Fashions Ltd.)-Future Group
Courier Driver (Team Global Express) at Droppoint | Australian Pharmaceutical Industries | JB Hi-Fi and SymbionCourier Driver (Team Global Express) at Droppoint | Australian Pharmaceutical Industries | JB Hi-Fi and Symbion