Super, Client Service and Financial Planning
Extensive experience in superannution administration and client service.
Work Preferences
Skills Profile
|
Technical Skills |
Skill |
Last Used
|
Yrs. Exp. |
|
|
|
Excel and Word
|
2010
|
15
|
|
|
|
various superannuation systems
|
2010
|
20+
|
|
Employment History
Qualifications
|
Completed |
Institution |
Degree / Qualification |
|
|
2010
|
TAFE
|
Diploma in Financial Planning
|
|
|
2003
|
Securities Institute
|
Certificate 111 in Financial Markets
|
|
|
1985
|
Oxonia institute
|
Certificate in System Analysis and Design and computer progarmming
|
|
|
2000
|
Interim Technology - Corporate Education
|
Excel 97
|
|
|
2010
|
AAMC Training Group
|
Securities and Deravatives DFS3
|
|
Work Related Training & Certification
|
Completed |
Institution |
Training / Certification |
|
|
2002
|
The Association of Superannuation Funds
|
ASFA 100
|
|
|
2008
|
The Association of Superannuation Funds
|
Certificate IV in Financial Services
|
|
|
2009
|
The Association of Superannuation Funds
|
ASFA146 Superannuation
|
|
|
2011
|
Self Managed Superannuation Fund
|
Kaplan Professional
|
|