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)
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