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CSM, Fin Plan Assistant, Graduate Position

Excellent communicator, mature, friendly and can quickly establish rapport with clients. Experience in administration, teaching and small business. IT background (pre-FP) with extensive experience in computer systems. RG146 qualified.

Work Preferences

Desired Salary
Negotiable per year  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Moderately  
Highest Education Level
Masters Degree  
Current Location
Melbourne  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Other
Technical Skills Skill Last Used Yrs. Exp.  
  MS Office systems (Word, Excel etc) 2010 15  
  Programming languages 2007 15  
  Training (formal education) & consultancy 1998 8  

Employment History

Job Title
Managing Director
Industry
Computing - Consulting / Professional Services
02/1997 to 10/2005
I started UCDesign Pty Ltd in 1997 and over the next 8 years UCDesign gained an enviable reputation in the Human Factors and Usability industry in Australia. As Managing Director I was responsible for contracts, finances, IT infrastructure, and I also completed consulting and training roles when required. Consulting clients included the Department of Defence and Sensis.
Job Title
Teacher
Industry
Education
01/1994 to 12/1997
I worked for the School of Business and Information Systems in the Department of Information Studies at Swinburne Unii (TAFE). Units taught in this role encompassed Diploma level studies covering a wide range of information technology units. Major teaching areas included operating systems, systems analysis and design and computer programming.
Job Title
Procedures Analyst
Industry
Other
09/1990 to 06/1991

Insurance: In this position I worked with a small team of technical writers and was responsible for development of user documentation. A major project undertaken involved the compilation of on-line help for an application used by Underwriters and Insurance Brokers in Australia and the United States.

Job Title
Executive Officer Class 1
Industry
Government / Public Sector
01/2010 to Current
Health Insurance (Statutory Body):

As an Executive Officer I was responsible for the operation, development and technical maintenance of all computer file systems in the branch and associated links to the Department of Veterans Affairs. I was also the liaison officer between computer systems personnel and the branch while new versions of these systems were under development.

This position included the supervision of staff, maintaining close contact with middle management internallly, and external organisations such as the Department of Veterans' Affairs, Department of Community Services and Health and Department of Foreign Affairs and Trade.

Qualifications

Completed Institution Degree / Qualification
2012 University of the Sunshine Coast Master of Financial Planning  
2005 Swinburne Uni of Technology Graduate Diploma of Information Technology  
1994 Swinburne Uni of Technology Associate Diploma of Business - Computer Programming  
2012 Null Null  

Work Related Training & Certification

Completed Institution Training / Certification
2006 Tribecca Education Entry level competencies (FP)