Resume : 301 Shortlist | Email to a colleague | Print

Paraplanner

> Experience and Knowledge of SMSF Administration, Compliance and Tax Planning > Completed RG136 in Investments, Superannuation and Insurance. Able to prepare Financial Plan and Statement of Advice tailored to client's individual financial circumstances and requirements. > Australian Shares and manage fund research and selection ability. > Portfolio Accounting experience > Excellent verbal, written communication and presentation skills. Previous telemarketing

Work Preferences

Desired Salary: 55,000 - 75,000 per year

Availability: Immediately

Desired Job Type: Any Type

Can Travel for Work: Interstate Only

Highest Education Level: Masters Degree

Current Location: Brisbane

Relocation: Will Consider Relocation to;

: Sydney

Residency / Visa: Australian Citizen

Skills Profile

Superannuation Administrator

Skill	Last Used	Yrs. Exp.
BGL	2007	1
MsExcel	2010	10
MsOutlook	2009	3
MsWord	2010	10
Supervisor	2009	2

Other Skills: Intermediate Spoken language capability in Mandarin, Cantonese and Hokkien.

Employment History

Job Title: Superannuation Accounting Administrator

Industry: Financial Services

07/2007 to 08/2009: - Preparation of Financial Reports, Fund Tax Returns, BAS/IAS returns for about 150 Self
Managed Superannuation Funds in accumulation and pension per annum

- Advise clients of SMSF compliance issues in relation to over-contributions, withdrawals,
claiming of superannuation contribution deductions, allowable investment assets,
keeping of separate accounts. Escalating unresolved issues to manager.

- Preparation of Actuarial Certificates for Allocated Pensions and Complying Pensions.

- Liaising with in-house, external planners and other financial intermediaries in regard to client's
financial documents.

Job Title: Superannuation Accountant

Industry: Financial Services

03/2007 to 06/2007: Responsibilities similar to above with a focus more on accumulation funds and using BGL software.

Job Title: SMSF Portfolio Accountant

Industry: Financial Services

05/2007 to 12/2007: Responsible for the Preparation Financial Reports for about 50 Self Managed Superannuation Fund utilising BGL.

Informing firm's advisors in relation to client's contributions and supporting them in the setting up
of funds going into pension.

Also assisting office manager with firm's portfolio accounting for client's wrap account and tax accounting of dividend distributions.

Qualifications

Completed	Institution	Degree / Qualification
2000	Griffiths University	MBA
1990	University of Queensland	Degree

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	RG146 Insurance	Certificate
2009	RG146 Superanuation	Certificate
2004	PS146 Investments	Certificate
1996	CPA Programme	Certificate

Add this resume to my shortlist