Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Sharon Hills

Sharon Hills

Surfers Paradise,QLD

Summary

Results-driven Director and owner of Financial Planning License with annual ASIC reporting. Expertise in regulatory compliance, operations management, and team leadership. Proven track record in budget management and policy development, enhancing service delivery and driving organizational growth. Experienced financial planner adept at managing diverse client needs during challenging economic times.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Director

Zebra Financial Servies
Sydney, NSW
10.2019 - 11.2023
  • Managed daily operations, ensuring smooth workflow and efficient service delivery.
  • Trained and mentored staff on best practices and customer service standards.
  • Managed daily operations of business, including hiring and training staff.
  • Ensured compliance with local, state, and federal regulations.
  • Oversaw budgeting and financial management.
  • Identified new opportunities for growth, expansion, and diversification.
  • Provided direction and guidance to employees.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Reviewed legal documents related to business operations.
  • Developed policies and procedures for the organization.
  • Led startup and creation of operational procedures and workflow planning.
  • Hosted special events to boost brand awareness and increase community engagement.

Financial Advisor

Zebra Financial Advice
Sydney, NSW
01.2012 - 11.2023
  • Developed and implemented strategic initiatives to enhance operational efficiency.
  • Managed budget allocations to optimize resource utilization across departments.
  • Facilitated training programs to strengthen leadership skills among staff members.
  • Enhanced communication strategies to foster a positive workplace culture.
  • Oversaw project management efforts to ensure timely completion of key initiatives.
  • Recruited, trained, supervised, evaluated and mentored staff members.
  • Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
  • Conducted regular meetings with department heads to review progress on strategic initiatives.
  • Developed policies and procedures to ensure compliance with corporate standards.
  • Established relationships with vendors and suppliers to secure favorable terms for materials or services.
  • Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
  • Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
  • Managed budgeting and financial planning processes for the organization.
  • Negotiated agreements with external partners such as contractors or consultants.
  • Served as a public spokesperson at industry events or conferences.
  • Partnered with staff to create professional development plans to support personal and business growth.
  • Reviewed internal reports and identified areas of risk or potential cost savings.
  • Prepared presentations for board meetings summarizing key developments within the company.
  • Represented the organization at industry events, conferences, and public meetings.
  • Coordinated with regulatory bodies to ensure compliance with laws and standards.
  • Ensured compliance with all relevant regulations, policies and procedures.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.

Education

Diploma of Financial Planning - Financial Planning

Kaplan
Sydney, NSW
01-2012

Skills

  • Regulatory compliance
  • Operations management
  • Policy development
  • Budget management
  • Staff recruitment
  • Customer engagement
  • Team leadership
  • Training and mentoring
  • Human resources management
  • Leadership development
  • Sales management
  • Financial reporting
  • Team building

Accomplishments

  • General Managers Award for 2016 and 2017
  • Rising Start Award 2016
  • AFA NSW State Chair for Women in Advice
  • AONHewitt NSW State Chair for Women in Advice

Certification

  • Diploma of financial planning
  • Director and owner of AFSL

Timeline

Director

Zebra Financial Servies
10.2019 - 11.2023

Financial Advisor

Zebra Financial Advice
01.2012 - 11.2023

Diploma of Financial Planning - Financial Planning

Kaplan

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Sharon Hills