Summary
Overview
Work History
Education
Skills
Accomplishments
Language
Interests
Timeline
Hobbies and Interests
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Violet Hancock

Violet Hancock

Sydney

Summary

A paraplanner with an accounting background currently completing the Graduate Diploma of Financial Planning. A dependable and quick learning team player with effective communication and organisation skills. Effective in adapting to rapidly changing environments whilst encouraging a positive attitude.

Overview

9
9
years of professional experience

Work History

Paraplanner (Investment and Insurance)

Cutcher & Neale Accounting & Financial Services
05.2024 - Current
  • Worked closely with advisers to develop comprehensive financial plans for clients to achieve their financial goals.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Proficiency in XPLAN.
  • Evaluated various investment products for suitability based on individual client risk tolerance levels.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Prepare SoAs and RoAs for strategic investment and insurance advice for individual clients.
  • Prepare comprehensive retirement planning advice, addressing client needs and objectives.
  • Facilitated new client onboarding process and investment account setup.
  • Coordinated effectively with internal departments such as the accounting team for seamless execution of strategy during tax planning season.
  • Collaborated with team members to streamline processes and improve overall client experience.

SMSF Accountant

Cutcher & Neale Accounting and Financial Services
02.2022 - 05.2024
  • Preparing financial statements and annual returns for clients, specialising in Self Managed Superannuation Funds
  • Proficiency in Class Super, Xero, Caseware Cloud and Microsoft Office Programs
  • Deliver statutory and regulatory reporting obligations and undertake tax compliance work
  • Assist with the annual audit process of Self Managed Superannuation Funds
  • Conducting a detailed review of financial statements to maintain the integrity of annual reports
  • Identify opportunities focused on process enhancement, leveraging technology to improve reporting
  • Regularly review strategies for Self Managed Superannuation Funds, recommend and implement changes to allow for greater tax savings for clients
  • Ability to communicate effectively at all levels to both internal and external organisations to effectively translate ideas, concepts, and information
  • Liaising with the ATO to resolve issues on behalf of clients
  • Correspond with clients in regards to their superannuation funds, portfolios and any other concerns/queries

Piano Tutor

Lillian's Piano Studio
01.2017 - 01.2022
  • Teach private piano lessons to students aged 5-16 years old of all levels, ranging from beginners to exam students
  • Tailor lessons to meet the needs and goals of each student
  • Provide support for students in preparing for recitals and AMEB exams
  • Provide constructive feedback and encouragement to help students improve their skills while maintaining their interest
  • Communicate regularly with parents to discuss student progress

Education

Bachelor of Commerce -

University of Newcastle
01.2023

High School Certificate - undefined

Merewether High School
01.2019

Graduate Diploma - Financial Planning

Kaplan Professional

Skills

  • Strong communication skills
  • Effective time management
  • Attention to Detail
  • Proficiency in XPLAN, Class Software and Microsoft Office Programs
  • Strategic thinking
  • Research and analysis
  • Compliance requirements
  • Investment strategies
  • Retirement planning strategies
  • Insurance planning acumen

Accomplishments

  • Used XPLAN to create net wealth, personal cash flow and superannuation projections for clients.
  • Calculated estate planning tax savings projections for superannuation clients.

Language

English
Mandarin

Interests

Team Sports: Women's Division 1 Rugby Union - Gordon Rugby Union Club

Timeline

Paraplanner (Investment and Insurance)

Cutcher & Neale Accounting & Financial Services
05.2024 - Current

SMSF Accountant

Cutcher & Neale Accounting and Financial Services
02.2022 - 05.2024

Piano Tutor

Lillian's Piano Studio
01.2017 - 01.2022

High School Certificate - undefined

Merewether High School

Bachelor of Commerce -

University of Newcastle

Graduate Diploma - Financial Planning

Kaplan Professional

Hobbies and Interests

Rugby Union, Merewether High School Rugby Team 2017, University of Newcastle Rugby 7s Team 2022-2024, University of Newcastle Rugby 15s Team 2022-2024, Northern Suburbs Womens Rugby 7s Team 2024 - Present, Brazilian Jiu Jitsu (Blue Belt), 2021 ADCC Australian Open - Gold (Gi and No Gi), 2022 Central Coast Open - Gold (Gi and No Gi)
Violet Hancock