Sheryl Li
Brisbane
Summary
Finance and accounting professional with 8+ years of experience across wealth management, financial services, and corporate accounting. Skilled in client service, bank reconciliations, financial reporting, and compliance management. Proven ability to deliver accurate results in high-volume environments while building strong client and stakeholder relationships across Asia-Pacific. Bilingual in English, Mandarin, and Cantonese. CPA Associate Member.
Overview
11
11
years of professional experience
Work History
Client Service Officer
My Wealth Solutions
09.2024 - Current
- Prepare documentation for SOA meetings and manage implementation of financial strategies.
- Provide high-level client support and ensure compliance requirements are met.
- Manage insurance applications and underwriting processes, liaising with brokers and property specialists.
- Maintain accurate records, withdrawals, and client documentation.
- Contribute to process improvements and team collaboration.
Financial Consultant
AIA Group Limited
01.2020 - 01.2024
- Delivered tailored wealth management solutions including retirement planning and asset allocation.
- Managed underwriting and insurance claims while maintaining client relationships.
- Supported business development initiatives and secured new client referrals.
- Led weekly team meetings, coached staff, and drove sales growth.
Assistant Accountant
Brisbane Airport Hotels Group
01.2017 - 01.2020
- Assisted Financial Controller with accounts payable, receivable, and payroll functions.
- Prepared financial reports for stakeholders and monitored cash flow.
- Supported month-end and year-end reporting requirements.
- Utilised Opera and Sun Systems, ensuring timely and accurate financial processing.
Temporary Project Officer
Inxpress Australia Pty Ltd
01.2017 - 01.2017
- Conducted analysis and reconciliation of employee expense claims and freight fees.
- Identified and reported overcharged freight fees through detailed Excel modelling.
- Investigated discrepancies between carrier invoices and company records.
Assistant Accountant
Emperor Global Trading Pty Ltd
01.2016 - 01.2017
- Managed AR/AP, payroll, bookkeeping, and bank reconciliations using MYOB.
- Processed invoices, purchase orders, and journal entries with accuracy.
- Monitored stock levels and maintained financial data spreadsheets.
Graduate Tax Accountant / Primary Tax Reviewer
Etax Accountants Pty Ltd
01.2015 - 01.2016
- Prepared and reviewed individual tax returns, ensuring compliance with ATO standards.
- Handled client queries and supported electronic payment processes.
- Built long-term productive client relationships through effective communication.
Assistant Accountant
Bellas Accountants Pty Ltd
01.2015 - 01.2015
- Supported BAS preparation, financial statement reviews, and GL reconciliations.
- Investigated payment discrepancies and ensured accuracy of transactions.
Education
Advanced Diploma of Translating -
Sydney Institute of Interpreting & Translating
01.2016
Professional Year Program - Accounting
University of Queensland
01.2015
Master of Applied Finance & Professional Accounting - undefined
QUT
01.2014
Bachelor of International Economics & Trade - undefined
Guangdong University of Foreign Studies
01.2011
Skills
- Bank & credit card reconciliations Transaction processing
- Financial reporting, BAS, GST, tax compliance
- Client service & insurance underwriting
- SOA preparation & wealth management support
- Accounts payable/receivable, payroll, cash flow
- Systems: MYOB, QuickBooks, SAASU, TechOne, Opera, Sun Systems
- Advanced Microsoft Excel (macros, data analysis)
- Multilingual: English, Mandarin, Cantonese
- Professionalism and etiquette
- Client needs assessment
- Strong empathy
- Telephone skills
Accomplishments
- Achieved more than 70 statement of advice plan through effectively helping with the implementation team
- Resolved superfund rollover through communication with different provider
- Pushing underwriting procedure with the insures
- Documented and resolved market vitality which led to good investment performance.
- Collaborated with team of 36 in the development of inhouse CRM systmes and reporting.
Affiliations
- Associate Member, CPA Australia
- NAATI Accredited Professional Translator (English Chinese)
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Client Service Officer
My Wealth Solutions
09.2024 - Current
Financial Consultant
AIA Group Limited
01.2020 - 01.2024
Assistant Accountant
Brisbane Airport Hotels Group
01.2017 - 01.2020
Temporary Project Officer
Inxpress Australia Pty Ltd
01.2017 - 01.2017
Assistant Accountant
Emperor Global Trading Pty Ltd
01.2016 - 01.2017
Graduate Tax Accountant / Primary Tax Reviewer
Etax Accountants Pty Ltd
01.2015 - 01.2016
Assistant Accountant
Bellas Accountants Pty Ltd
01.2015 - 01.2015
Professional Year Program - Accounting
University of Queensland
Master of Applied Finance & Professional Accounting - undefined
QUT
Bachelor of International Economics & Trade - undefined
Guangdong University of Foreign Studies
Advanced Diploma of Translating -
Sydney Institute of Interpreting & Translating
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