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Financial Planning - mature student

Diploma in Fin Planning 2010, Rockdale TAFE Professional Project Management and budgeting skills Professional Consulting experience Strong presentation skills, training and public speaking skills High proficiency at MS Office, esp. EXCEL Highly proficient at communicating technical information for non-technical clients Experienced at working with senior management in companies around the world

Work Preferences

Desired Salary
35,000 - 70,000 per year  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Moderately  
Highest Education Level
Bachelor Degree  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Other
Technical Skills Skill Last Used Yrs. Exp.  
  Hardware and Networking support 2010 10  
  MS Office - Excel and Access 2011 20+  
  Professional actor, presenter, trainer 2011 10  
  Project Management - theatre set designer 2011 5  
  Software architecture, analysis and design 2005 15  
  Web programmer 2011 15  
Other Skills
Production Manager and Set Designer - live stage performances.  While this is outwardly an unrelated skill it is essentially a Project Management skill: key requirements are that you deliver the product on time, to a defined standard and within a budget.  Liaison with other team members and departments, negotiating with suppliers and managing a budget are essential elements. I believe these are critical skills for an effective Financial Planner who operates like a personal project manager with clients to manage their finances.

Employment History

Job Title
Software consultant
Industry
Computing - Consulting / Professional Services
01/2005 to 01/2011
Software consultant responsible for software, hardware and internet support to several small businesses: Counselling and Psychotherapists Assn, Michael Modds - Sustainability Consultant, Great Cakes, New Theatre, etc.
Job Title
Theatre Set Designer
Industry
Other
01/2005 to Current
With a BA in the Arts majoring in Set Design I have been responsible for the Design and Project management of several theatre productions around Sydney.


Theatres/Companies I have worked in include:


Glen Street Theatre

Seymour Centre

New Theatre

Bondi Pavillion

Cell Block Theatre


In each case I have managed the set design through all stages, from creative design, set construction, set painting and decoration to implementation.  I always come in on time and on budget as I have strong Project Management skills.

Job Title
Professional Actor
Industry
Other
01/1981 to Current
I have worked as a Theatre Actor, Director and trainer for several years, with a 20 year break from 1986 to 2005 to work in the IT industry.  


My skills as a performer made me the obvious choice for Presentations and Trainer during the software years.  I continue to teach private clients voice and accent minimisation to improve their work performance.  


My confidence as a speaker means I have a strong reputation for being able to clearly explain complex technical information and having a good rapport with and audience. 

Job Title
Software Support Manager and Developer
Industry
Computing - Consulting / Professional Services
01/1986 to 06/2005
For 20 years I worked as a Software Support Manager for Goal Systems International, moving from Johannesburg, to London, Paris and Sydney.  My responsibilities were to "sales engineer" teh sale of high end software (over 100K) to major clients across South Africa, Europe and Australasia.  I have presented and negotiated with senior executives and technical managers in most major financial institutions and leading companies in those locations.


From there I developed a freelance software development career designing and developing software with Commbank, Warman International, Quicken Australia amongst other clients. 

Qualifications

Completed Institution Degree / Qualification
1981 Witwatersrand University, JHB BA (Dramatic Art)  
1976 Northlands Boys High, Durban RSA Matriculation  

Work Related Training & Certification

Completed Institution Training / Certification
2010 Rockdale TAFE Dip Financial Planning  
2005 Syd College English CELTA  
1986 Instructional Design Cert. in Instructional Design