·       Conducting in-depth reviews of clients’ financial status, provisions and future aims

·       Analysing information and preparing plans tailored to individual clients’ requirements

·       Completing risk analyses

·       Researching the marketplace and providing clients with information on new and existing products and services

·       Designing financial strategies

·       Assisting clients to make informed decisions

·       Reviewing and responding to clients’ changing needs and financial circumstances

·       Promoting and selling financial products to meet given or negotiated sales targets

·       Negotiating with product suppliers for the best possible rates

·       Liaising with head office and financial services providers

·       Communicating with other professionals, such as estate agents, solicitors and valuers

·       Keeping up to date with financial products and legislation

·       Coaching and Training team of advisers and encourage their motivation, professional development and satisfaction

·       Managing adviser performance within a number of teams across multiple branches

·       Consult with Head of Investments and Research Manager to develop strategic plan for channel development and innovation

·       Investment product and market briefings at branches

·       Conduct sales training of branch advisers to improve technical competence and sales skills

·       Participate in joint client meetings with branch adviser and provide feedback and coaching

·       Utilise working knowledge of investment products and superannuation to translate into sales conversions

·       Assist branch advisers in investment advice and producing Statements of Advice Coach branch advisers to facilitate knowledge transfer

·       Ensure adherence to investment compliance standards by branch advisers

·       Customer seminar presentations as subject matter expert

·       Enhanced the public image and recognition of the firm’s name within the business community through new business development, community outreach, and aggressive networking

·       Successfully oversaw the entire global marketing program and media website implementation

·       Production and analysis of compliance reports for financial planners

·       Review, analysis and assess of Statement of Advice to ensure regulatory compliance and quality control

·       Provide advice and coaching on compliance and business issues

·       Mentoring and knowledge management

·       Teach primary and middle school children basic English

·       each adults verbal and written English, in both leisure and work related environment

·       Teach primary and middle school children Maths – Algebra and Statistic
·       Teach classes between 4 and 20 students, as well as 1 on 1 private tutoring

Commenced as Practice Manager in October 2015 with Adams Johnston Chartered Accountants. Adams Johnston subsequently merged with another accounting firm in July 2016 to form Longboard Accountants. 

My duties as the Practice Manager incorporated managing staff located in Melbourne, Perth and Manila.  This included included three Partners, one Manager, two senior accountants, five junior/graduate accountants, two bookkeepers and three admin staff.

I implemented procedures for the processing and management of client billings, work budgets, staff time sheets, workflow and the practice’s ATO lodgement requirements.

Reported to the Partners on a weekly basis and liaised with staff members on a daily basis to ensure time lines and procedures and job budgets were being met.

Liaised with the ATO on behalf of clients experiencing difficulties with meeting lodgement deadlines and or payment of their tax liabilities.

Liaised with clients for the timely collection of their tax and financial information for the preparation of financial reports, income tax returns and activity statements to meet their lodgement deadlines.

Assisted clients with their Xero software programs, answered queries, corrected entries and assisted with payroll as and when required.

Worked in conjunction with one of the Partners preparing the monthly management financials for a medium sized Victorian based  brewery with restaurant/bar outlet.  Implemented and maintained their online inventory software package, prepared Excise returns, calculated WET liabilities and rebates applicable on a monthly basis, payroll tax and WorkCover.  Managed the processing and distribution of their products Australia wide to Woolworths, Coles and many various local distributors and retailers. Prepared the weekly payroll for 20 staff members. Managed their receipt bank system.  Managed their Creditors and Debtors and paid creditors on a weekly basis. Reported to the owners on a weekly basis.

 

Worked at both entities on a permanent part-time basis as their in-house maintaining their accounting software and preparing monthly management accounts for the owners of the businesses.

Duties included:

Employed to review the Lordan Group’s accounting systems and financials and bring them up to date.

 This involved, one joint venture Company, a private Superannuation Fund, five separate Private Company Accounts and one Trust.  

Business operated in Queensland, Victoria and Tasmania and all used separate independent computer systems with three different accounting packages with no links between States or correlation between operations of the companies in those States. 

The main activity of the Group was property development and construction, however, a number of long-term commercial and residential rental investment properties were also held, together with operating businesses including a large caravan park, Resort Complex (18 Apartments), car hire business with 30 vehicles and a Restaurant.  Total number of casual and permanent staff employed numbered up to 40 people at its peak.  I was required to bring all financials up to date and ensure all statutory requirements were being met.

Duties:

o   Implemented a main computer system which linked Queensland and Victorian offices to enable a smoother information flow for preparation of the company financials and BAS statements.

o   Implemented a continuous audit system to be used for all Queensland operating businesses to provide an independent check for all cash and non-cash takings against actual banking’s to prevent fraud

o   Preparation and lodgement of BAS Statements for all entities for a 12 month period and then on a monthly basis.  

o   Implementation of filing system for all companies and projects that ensured quick, easy and accurate access to any query received in relation to the sales, purchase, development and running costs of all individual projects and operating businesses including paid and unpaid creditors at any given time

o   Managed all Queensland and Victorian operations, liaised daily with all staff, contractors and suppliers

o   Ensured all staff expectations were being met for and by both parties and to maintain a good working relationship.  Counsel staff as and when required 

o   Travelled to interstate offices to check company business operations and ensure projects were running on time and were at the expected level of progress.  I was also required to physically run businesses at various times to familiarise myself with all aspects of the Groups operations and to better understand staff and business issues

o   Employed staff including advertising positions in various newspapers and websites, reviewing resumes and being involved in the interviewing process  

o   Implement yearly budgets for the various operating businesses to highlight areas of overspending and to set yearly income targets  

o   Prepare cash flows for the entire group for each project and business to help directors in planning and for obtaining funding for current and future property development projects

o   Prepare a Business Plan encompassing projected 12 monthly Budgets and Cash Flows for submission to major lenders.  

o   Ensure all relevant building permits and business licences, memberships and subscriptions for each project and business were up to date and renewed by the required date. A lapsed building permit can halt a project and business licences are necessary for legal operations to continue.  

o   Check all bank accounts on a daily basis and reconcile on a monthly basis

o   Review monthly operational reports supplied by Queensland businesses to ensure all were operating as expected

o   Liaise with rental property managers to ensure rents were paid on time and were as per signed the signed lease agreements including the tracking of increases in rent etc.

o   Maintain the Payroll system for the Queensland and Melbourne office staff ensuring all wages were calculated correctly and paid weekly to designated bank accounts.  Maintain Superannuation records, and PAYG payments. 

o   Calculate Work Cover salary and wage figures for each financial year and ensure Work Cover related injuries were treated appropriately and through the correct channels when necessary

o   Obtain insurance quotes, provide information for each property to brokers and arrange for the appropriate insurance cover for all properties.  Prepare and lodge any claims as and when required

o   Prepare and lodge all paper work required for the purchase, sale, transfer and registration of all company vehicles including the Hire Car Business

o   Prepare spread sheet calculations itemising each Hire Purchase asset and calculating yearly charge for accounting and taxation purposes for inclusion in accounts

o   Prepare detailed spread sheets for each development project itemising all sales and costs since purchase date and splitting between capital and deductible running costs 

o   Liaise with joint venture partners and their bookkeeping staff and provide information required for their income tax returns,  financial reports and BAS lodgements 

o   Prepare financial statements and reports for tax lodgement purposes in conjunction with the external accountants including the preparation of depreciation schedules for tax and accounting purposes for all depreciable assets

o   Maintain a good working relationship with banks, financial consultants, and prospective investors including attending meetings, preparing and presenting financial budgets, financial plans and cash flows 

Commenced as a bookkeeper working solely with two of the senior partners on their specialised clients requiring one on one service.  After twelve months and due to skills displayed I was moved to the Tax/Accounting division whereby I spent the next twelve years progressing from a “graduate” level accountant through to Supervisor Accountant.  In 1995 I was assigned directly to Mr Ron Pitcher (Founder of Pitcher Partners) where I worked solely on clients that required a high level of privacy and discretion which also included his own family members in various tax, accounting and superannuation matters.  In 1998 I had to relocate to the country for a period of 12 months and was used as a test case by Pitchers to see if staff could be employed remotely in an efficient and workable manner.  In 2000 I moved back to Melbourne and due to family commitments continued to work remotely from home for 2 days per week with 1 day per week spent in the office.  During this period I was assigned to the Superannuation Department and my daily general work load also included auditing extremely sensitive and private Superannuation funds held by the Partners and their family members.  In 2006 I was offered a position in a private company that provided more flexibility in my working hours whilst raising my young family.  

Duties & Responsibilities:

Tax Accounting:

o    Preparation of Individual Income Tax Returns from information provided by clients

o    Preparation of  Financial Statements and Income Tax Returns for Companies and Trusts from information provided by clients

o    Liaising with clients on a daily basis in relation to their business and taxation affairs

o    Visiting clients on-site to overview their accounting systems and set up, train and prepare the information either by myself or in liaison with staff as required for their relevant financial needs

o    Managing client investments for specialized Partner clients, preparing reports for clients on a monthly basis

o    Advising clients in liaison with Partners of tax implications from business and personal activities

o    Superannuation Audit, preparation and audit of all financial reports, preparation and lodgement of income tax returns for Self-Managed Superannuation Funds

o    Responsible for implementation and maintenance of specialised accounting system for Bergamin Consolidated Industries for 10 storey building project situated at 476 St Kilda Road, Melbourne and 14 storey building project situated at 5 Bowen Crescent, Sth Melbourne.

o    Responsible for all contractor payments on both sites including accounting for contract retention amounts and bank guarantees until end of project 

o    Responsible for payroll for all permanent on-site employees requiring a high level of knowledge of awards/industrial pay rates and conditions, payment of employees on a weekly basis and attendance at any industrial dispute hearings/negotiations.

o    Ensuring budgets and actuals were in line with each stage of the projects

o    Liaising with projects managers and attending meetings with contractors to resolve any disputes/issues

The Sunday Telegraph Sydney Christmas Parade was the world’s largest summertime Christmas event.

As administration Director, I was not only involved in the administration of the day to day operations, but was responsible for communication with the 120 corporate sponsors, ranging from News limited, Foxtel, David Jones, Macquarie Radio, Stockland Group, Lint Chocolates, Optus to smaller entities like The Byron Bay Brewery and The Christmas Cave.

I also has to deal with Government bodies such as the City of Sydney, NSW Police,  Ambulance Service State Transit, The Premiers Dept and NSW Events.

I also helped secure a Federal Grant of 2 million dollars over 3 years. 

My other duties were liaising with the 34 charities and 27 community groups that participated in the event each year. 

As I was effectively in charge of the $5 milllion per year budget to run the event, I was in touch with all the major players and particiants.

TLC Media was and event management company that managed and staged a number of events.

These ranged from the management of the charter vessel MV Majestic on Sydney Harbour, to the closing ceremony  on the Harbour of the SYDNEY 2000 Olympics, involving 17 vessels.

My primary responsibilty was liaising with major sponsors and clients.

I looked after high net worth clients private banking needs.

I was manager responsible for the trading of International Bank Debentures used in the syndication of bank debt. 

I managed the fixed interest desk after starting as a trader.