Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
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YANLIANG (Gary) LI

Mitcham,VIC

Summary

Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

7
7
years of professional experience

Work History

Disability Support Worker

Ability Hut
Murrumbeena, VIC
10.2019 - Current
  • Carrying out and demonstrate initiatives aimed at meeting 8 clients' personal/living community needs, team objectives, and programme goals
  • Maintaining accurate and updated client records in Share Drive
  • Increase client satisfactory rate of 30% by supporting clients to achieve their individual goals in line with their person-centre support plan
  • Keeping 10 clients on-track with personal treatment and care plans simultaneously, continuously monitoring and evaluating successes

Assistant Accounts Officer

Job Training Institute
Melbourne CBD, VIC
02.2018 - 12.2022
  • Handled administrative tasks expertly with 200+ regular clients, including updating accounts and producing professional business correspondence
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Assisted in risk assessment and mitigation activities and promptly resolved service issues.
  • Maintained 600+ client files, compiled reports and organized company resources.
  • Increased customer satisfaction ratings 30% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
  • Managed client complaints with high level of professionalism and competence
  • Educated customers about terms of contracts and payment requirements

Accountant and Support Worker Coordinator

Life Health Services
Dandenong, VIC
03.2020 - 05.2020
  • Managed to be multi-tasking and handle 2 accounts role between 2 businesses with same working time
  • Led regular meetings with team members to outline objectives, share new processes and evaluate progress.
  • Collaborated closely with coworkers and personnel in other departments to improve customer service and relationships
  • Upgraded support worker payroll procedure which is appraised by general manager
  • Evaluated performance of support staff and provided coaching to improve performance
  • Collected 70% of 3-month overdue debts, within only seven days

Financial Controller Assistant (intern)

Futurum Group Australia
South Melbourne, VIC
12.2016 - 05.2017
  • Controlled revenue collection systems to maintain information quality and integrity.
  • Completed re-categorizing and re-valuing for more than 1000 clients in Marketing Department, using Excel and VETtrak
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Cooperated with administrative team, developing new clients and maintaining current clients, using VETtrak
  • Transformed warehouse with 500 file boxes into brand-new classroom 14 days before Christmas, working overtime till 12.30 Christmas Eve

Education

Master - Financial Planning

Kaplan Professional
Online
12-2025

Graduate Diploma - Financial Planning

Kaplan Professional
Melbourne
09-2023

Diploma - Financial Planning

Monarch Institute
Melbourne, VIC
01.2022

Master - Professional Accounting

Monash University
Melbourne
01.2017

Bachelor of Finance - International Finance

Shanghai Finance University
Shanghai
01.2014

Skills

  • Xplan – Facts Find, Portfolio & Modelling etc
  • Microsoft Office 2016 - Specialist Master certificate
  • Problem-Solving skills
  • Effective Multitasking
  • Time& Task Management
  • Works Well Under Pressure
  • Relationship Building
  • Strong Work Ethic

Accomplishments

  • Student Membership of FPA since 2020
  • Paraprofessional Interpreter (English and Mandarin) NAATI National Office, Melbourne 2019
  • Planning to take CFP exam in 2025

Languages

English
Professional
Chinese (Mandarin)
Native/ Bilingual

References

Referees Available on request

Timeline

Accountant and Support Worker Coordinator

Life Health Services
03.2020 - 05.2020

Disability Support Worker

Ability Hut
10.2019 - Current

Assistant Accounts Officer

Job Training Institute
02.2018 - 12.2022

Financial Controller Assistant (intern)

Futurum Group Australia
12.2016 - 05.2017

Master - Financial Planning

Kaplan Professional

Graduate Diploma - Financial Planning

Kaplan Professional

Diploma - Financial Planning

Monarch Institute

Master - Professional Accounting

Monash University

Bachelor of Finance - International Finance

Shanghai Finance University
YANLIANG (Gary) LI