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)
Manager, Financial Accounting at Department of Treasury and Finance, Financial Accounting, Shared Services SAManager, Financial Accounting at Department of Treasury and Finance, Financial Accounting, Shared Services SA