Shanzae Shahab
Sydney,NSW
Summary
Finance professional with diverse experience across equities, tax accounting, and client relationship management. Proven expertise in delivering exceptional client service, managing complex transactions, and analyzing financial data to support high-stakes decision-making. Currently serving as an Equities Associate at CommSec, where I execute trades, meet compliance and quality targets, and collaborate closely with cross-functional teams to resolve intricate cases. Additionally, I am skilled in preparing and filing tax returns for high-net-worth individuals, trusts, and superannuation funds, with a strong background in tax timing and financial forecasting to optimize client outcomes. Known for a client-centered approach, excellent analytical skills, and a commitment to continuous learning, I am adept at building lasting relationships and providing high-quality financial insights and solutions.
Overview
4
4
years of professional experience
Work History
Equities Associate
CommSec
10.2023 - Current
- Company Overview: Commonwealth Bank – CommSec
- Exceeded daily KPI targets consistently, resulting in an above for my FY24 Performance Review
- These KPIs consisted of metrics for quality, efficiency and productivity
- Managed 25-30 client interactions per day
- Executed trades on behalf of wholesale and retail clients, demonstrating proficiency in managing complex, high-stakes transactions
- Conducted detailed analysis and collaborated with back-office and internal teams to resolve a variety of intricate cases, developing strong problem-solving and analytical skills
- Leveraged customer service and relationship management abilities to engage clients across multiple product lines, ensuring high satisfaction and trust
- Partnered with team members and leadership to refine and execute service strategies, emphasizing quality and operational excellence
- CommSec Senior Manager Award – Customer Engagement 2024
- Commonwealth Bank – CommSec
Sales Associate
Marc Edwards Agency
11.2021 - 12.2023
- Demonstrated exceptional relationship management and sales skills by effectively identifying and meeting client needs with tailored, high-quality product recommendations
- Developed and executed compelling sales strategies, achieving significant sales figures for premium brands, including Chanel, while contributing to brand market success
- Built strong, positive relationships with clients to encourage repeat business and client referrals, aligning with a customer-focused approach
- Consistently met and exceeded KPIs and sales targets, showcasing adaptability and a results-oriented approach across diverse luxury products
- Proven ability to communicate persuasively and professionally with clients, enhancing client satisfaction and building trust
Private Tutor
Freelance
11.2020 - 12.2023
- Specialized in tutoring HSC Advanced Mathematics and English, providing structured, personalized support to help students achieve high academic performance
- Tutored students across all year levels, from Year 3 to Year 12, adapting teaching methods to suit a wide range of ages, skill levels, and learning styles
- Supported selective school preparation, focusing on developing students’ problem-solving abilities, critical thinking skills, and exam techniques
- Demonstrated strong analytical skills and the ability to convey complex concepts clearly, enhancing students' understanding and confidence across challenging subjects
Junior Accountant
Weston Woodley
09.2022 - 10.2023
- Assisted in preparing detailed financial statements and reports, developing strong financial data analysis skills essential for evaluating client portfolios
- Demonstrated expertise in preparing and filing tax returns for high-net-worth individuals, trusts, and superannuation funds, ensuring compliance with complex regulatory standards and delivering accurate, tailored tax solutions
- Skilled in preparing detailed tax timing reports to assist clients in future tax planning, showcasing a strategic approach to financial forecasting and a deep understanding of tax implications on high-value assets
- Displayed comprehensive knowledge of superannuation funds and retirement benefits, managing superfund tax returns with precision and an eye toward optimized financial outcomes
- Proficient in preparing trust returns, reflecting an understanding of estate planning and asset management principles essential for high-net-worth clients
- Leveraged in depth financial knowledge to provide clients with optimal strategies, maintaining high accuracy in financial reporting and aligning with best practices in tax and credit management
- Prepared Sophisticated Investor Certificates
Accounting Intern
Atax
07.2021 - 01.2022
- Assisted in preparing financial statements and reports, developing a strong foundation in financial data analysis and accuracy in reporting
- Supported tax return preparation for individuals and entities, maintaining high standards of compliance with regulatory guidelines
- Handled administrative tasks efficiently, contributing to smooth office operations and accurate documentation management
- Developed a well-rounded understanding of financial operations, showcasing adaptability and attention to detail in both analytical and administrative tasks
Education
Bachelor of Commerce And Professional Accounting - Major Finance
Macquarie University
01.2025
RG:146 - Financial Services
KAPLAN
01.2024
Skills
- Excel Proficiency
- Financial Statement Interpretation
- Client Communication and Relationship Management
- Problem-Solving and Decision-Making
- Attention to Detail
- Adaptability & Quick Learning
- Time Management & Efficiency
- Regulatory Knowledge & Compliance
- Collaboration & Cross-Functional Team Support
- Strong Work Ethic
- Empathy & Active Listening
- Resilience & Stress Management
- Professional Communication
Languages
Pashto
Urdu
Hindi
Punjabi
References
Alister Thomas, Team Leader – Australian Equities, 0459518133
Timeline
Equities Associate
CommSec
10.2023 - Current
Junior Accountant
Weston Woodley
09.2022 - 10.2023
Sales Associate
Marc Edwards Agency
11.2021 - 12.2023
Accounting Intern
Atax
07.2021 - 01.2022
Private Tutor
Freelance
11.2020 - 12.2023
RG:146 - Financial Services
KAPLAN
Bachelor of Commerce And Professional Accounting - Major Finance
Macquarie University
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