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Shikha Chandra
Toongabbie NSW 2146
M: 0433 318 620
H: (02) 9636 2564
Scooby_snax99@hotmail.com
Desired job title
Admin/ Business Support/ Data Entry/ Finance any job with office duties and phone based roles.
Desired salary
$30,000 to $45,000 per year pro rarted for part time hours I am looking for Part Time/Full time work any
location or full time close to Toongabbie area’s such as Parramatta, Norwest Business Park, Blacktown
area and out to Ryde Macquarie and CBD City areas. I have a child under age one that I need to be able
to drop off to day-care in the morning and pick up before centre closes in Toongabbie is in care for 5 days
weekdays. I can Travel to the City for work between 9am to 5pm Mon to Fri.
Sep 2011 - Sun Connect – Solar Power Company in 360 Corners of Oxford Street and Vernon
Bondi Junction. Worked as a temp Appointment Setter for Rebate Processing Officers for Site
Inspections.
Mar 2009 – April 2009 | Assistant to Finance Planner and Referrer, 770 Financial Planners - Bondi
Junction Westfield Tower work experience only not paid work as a volunteer.
Nov 2008 - Mar 2009 | Dealer Support Optus Virgin, M8 Telecom
Oct 2008 - Oct 2008 | Admin/ Data Entry, Electoral Commission - NSW Government
May 2008 - Aug 2008 | Finance Lease Broker / Personal Assistant, Centrelease
Mar 2008 - Mar 2008 | Contributions Processor, Australian Super - (Super Partners)
Nov 2007 - Jan 2008 | Administration, AMP

Career Objectives
Currently I am Studying RG146 Asic Tier 1 – 2 Diploma Financial Planning -
Will be finished end of October 2011 –Margin Lending as per new legislation for
RG146 and Derivatives will be completed also by September 2011 (these are elective optional extras for
                            .
the course not part of RG146)

Through Pinnacle Financial Services Academy
Phone 1300 782 822 // Fax 1300 794 820
www.pinnacle.edu.au // info@pinnacle.edu.au
DPFS - Financial Services
DPRM - Risk Management
DPFP - Financial Planning
DPMI - Managed Investment
DPSR - Superannuation, Social Security and Retirement Planning
DPSC - Securities
DPML - Margin Lending
DPDR - Derivatives
Summary of skills
MS Access; Intermediate.
MS Excel; Intermediate.
MS Office; Intermediate.
MS PowerPoint; Intermediate.
MS Word; Intermediate.
Internet Skills - Advanced
MS Outlook - Intermediate
Type 50 words per minute.
Data entry speed for Alpha and Numerical Intermediate.
Siebel - Intermediate
People Soft - Intermediate
Lotus Notes Intermediate
JDE Data Entry - Intermediate
Using VPN working from home
Using VOIP CISCO phone
VEDA ADVANTAGE Credit Checking
12 C Financial Loan Manual Calculator (both computer and hand held portable)

Employment History

September 2011 – Casual position
Sun Connect – Solar Power Company in 360 Corners of Oxford Street and Vernon Bondi Junction.
Worked as a temp Appointment Setter for Rebate Processing Officers for Site Inspections. Please
call for reference anytime to David Burns - 0412 191 250 Direct line in Melbourne is 03 9040 2076
and e-mail is Dburns@sunconnect.com.au
•Excellent attention to detail
•Ability to work autonomously or within a team
•Sound communication (written and verbal) skills
•Knowledge of Microsoft Office; Outlook, Word
•Excellent interpersonal communication and organization skills
•the ability to function, learn and thrive in a fast paced environment

Title
Assistant to Finance Planner and Referrer - Work Experience not paid work
volunteer
Company Name
770 Financial Planners - Bondi Junction Westfield Tower
Start Date               End Date
March 2009               April 2009
Description

While studying Diploma of Finance through distance have been referring clients and gaining work
experience in a Financial Planning environment with weekly training involved by Mentor this was work
experience not paid work.
Sourcing and generating leads and giving very basic information (as a simple business card stating a few
services offered) for Financial Planner to call back clients or meet face to face to organise Financial Plans
as I am still studying at my own pace, after course done can do own client consultations as representative
of Licensee. As this are not job just referrals.
Once a week update in office and training for one hour per week but rest of week working out of office
autonomously while studying course and generating own leads. Working minimal part time hours over
24 / 7 time autonomously through similar means as VPN at home, while studying Diploma of Finance RG
146 ASIC Tier 1 and Tier 2.

Title
Dealer Support Optus Virgin
Company Name
M8 Telecom / Virgin / Optus
Start Date               End Date
November 2008                       March 2009
Description

Audit Contracts sent in for Optus, Virgin and M8 Telecom from Dealers to be paid commissions
Order Hardware stock (Mobile phones, USB's and Modems) to stock all dealers
Give advice for phones that have ELF (Early life), DOA's (dead on arrival) mobiles
Data entry into Database through Microsoft Access with quick accurate and timely input
Inbound and outbound calling to Dealers Activation Centres for Optus, Virgin and M8 Telecom

Title
Admin/ Data Entry
Company Name
Electoral Commission - NSW Government
Start Date               End Date
October 2008             October 2008
Description

Electoral Commission - NSW Government Admin/ Data Entry
Admin/ Data Entry to qualify needed to have over 8000 keystrokes as speed
Testing of new software yet to be rolled out for counting ballot papers
Giving suggestions and recommendations.

Title
Finance Lease Broker / Personal Assistant
Company Name
Centrelease
Start Date                End Date
May 2008                  August 2008
Description

Started May 2008
To represent Centrelease Australia Pty Ltd mainly to Small to Medium sized businesses (SME's) to who
we offer Leasing and other business finance products
Completion of effective loan applications, documentation of transactions
Effective telephone manner to activate individual and supplied prospect list Diary management
Co-coordinating/preparing meetings
Travel arrangements
Assisting with presentations & reports preparation
Cost management
Coding and submitting expenses
Liaising with customers/suppliers
Assisting with research
General office management and other tasks as required.
Computer training
Leasing Advice
VEDA ADVANTAGE
Office management
Employee training
Staff liaison
Client liaison
Title
Contributions Processor
Company Name
Australian Super - (Super Partners)
Start Date                End Date
March 2008                March 2008
Description

Australian Super - (Super Partners) - Contributions Processor - March 2008
Looking through contribution advices for Super from Business
Allocating funds to correct Super funds
Checking that all details are there to complete contribution payments for Super
Calling clients for extra information
Using In house systems to complete processing
Location next to Central Station Sydney CBD
Reporting to Sue Sheehan 02 9375 7899

Administration
Company Name
AMP
Start Date                End Date
November 2007                        January 2008
Description

Transfers of policies from Advisors to other Advisors
Bulk transfers of policies.
Mass mail outs of automated client letters
Seibel, PeopleSoft, Lotus Notes
Managed 10 in-house systems
Team Leader Laura Ahern.

Title
Administration
Company Name
Macquarie Bank
Start Date                End Date
July 2007                 September 2007
Description

I had to prepare all banking letters such and paper work to be sent out to client and Auditors for tax
purposes.
Audits, Redemptions, Statements with formal letters.
90% admin and 10% on phones learning the systems.
Double jacking (listening into the calls to learn scripts).
Taught products such as trusts and superannuation with on the job training.
Team Leader Deb Darley.

Title
Credit Manager
Company Name
Salmat Advertising
Start Date                End Date
May 2007                  July 2007
Description

Data Entry into the JD Edwards system which is a window based data entry tool.
I also did Credit checks on all business through the BayCorp System which was Internet Based.
Making reports and maintaining the Customer Files on the computer and also through manual systems.
Filing into cabinets doing ad hoc duties. Team Leader Richard Azhar.
BRISBANE WORK HISTORY - Moved to Sydney after April 2007

Title
Billing Consultant -
Company Name
Telstra Wholesale
Start Date               End Date
November 2006                       April 2007
Description

Billing investigation through Telstra in house systems which were istrak, billtrack, provtrak, siiam, and
emptor.
Billing case management.
4 Week client account management training
Change of Leasee cases under strict service level agreements

Title
Administration
Company Name
BAC Airport Corporation
Start Date               End Date
October 2006             November 2006
Description

Archiving and general admin and ad hoc duties.
BAC's Human Resource Department, Finance Department and Company Secretariat Departments.
For their move from Banksia Place to The Circuit next to the DFO Warehouse shopping and assisted.
Reported to Ian Morrison in HR and helped him coordinate the move.
Giving all the staff information on seating arrangements for new office.
Organising all paper work to be filed and stored off site through intranet.

Title
Administration
Company Name
Creating Exceptional Leaders
Start Date               End Date
August 2006              September 2006
Description

Creating Exceptional Leaders - Administration - Aug 2006 - Sep 2006
Calling people from a warm database.
Registering for workshops run through company.
Ad hoc office duties.
Assist the business owner with time management and scanning business owners e-mails, PA work.
Entering her contact details into outlook.

Title
Property Manager Assistant - to senior property manager
Company Name
Globenet Realty
Start Date                End Date
January 2003              April 2006
Description

Globenet Realty - Admin - Property - Sales - Jan 2003 - Apr 2006
Receptionist / Administration - Answer phones, take cash and online payments for rent, Greet customers,
organise and place ads in brochures and newspapers, keep office tidy, use word, excel, outlook, put sales
and rental lists online realestate.com.au Sales Assistant - make layouts and jazz up advertisements for
sales staff, help organise sales staff with paper work for open for inspections and guest registers, type up
contracts. Property Manager Assistant - to senior property manager calling up renters who were on
arrears list, organise maintenance, type up leases, update rental lists. Sales Agent - list, sell residential
properties, sign count online and drive bys in the area, greeting and promoting company through
advertising, and collecting stats for weekly meetings.

Title
Admin - Property - Sales -
Company Name
Globenet Realty
Start Date                End Date
January 2003              April 2006
Description

Answer phones, take cash and online payments for rent, Greet customers, organise and place ads in
brochures and newspapers, keep office tidy, use word,excel,outlook, put sales and rental lists online
realestate.com.au. Sales Assistant - make layouts and jazz up advertisements for sales staff, help
organise sales staff with paper work for open for inspections and guest registers, type up contracts.
Property Manager Assistant - to senior property manager calling up renters who were on arrears list,
organise maintenance, type up leases, update rental lists. Sales Agent - list, sell residential properties,
sign count online and drive bys in the area, greeting and promoting company through advertising, and
collecting stats for weekly meetings

Education
Institution
Real Estate Institute of NSW                 - Residential Certificate Registration
Description
Institution: Real Estate Institute of NSW
City/Country: Australia - Sydney
Qualifications: Certificate Registration
Completed: 2008 Feb

Salespersons License Residential Sales - REIQ
Description
Institution: Salespersons licence in QLD - Brisbane
City/Country: Australia - Brisbane
Qualifications: I have my current licence to sell, list and rent property till end of 2008
Completed: 2005
Qualification
Bachelor of Commerce
Major
Marketing and Management
Institution
Griffith Nathan Campus
Description
Institution: Bachelor of Commerce - Marketing and Management
City/Country: Australia - Brisbane
Qualifications: Griffith Nathan Campus Finished 3rd year since I went into full time work, with Globenet
Realty where I had worked 3 years in a Full time role.
Completed: 2002
Qualification
Diploma of International Business
Major
Marketing - Management
Institution
University of New England Shafston College
Description
Institution: Diploma of International Business - Marketing - Management
City/Country: Australia - Brisbane
Qualifications: University of New England Shafston College
Completed: 2000

Qualification
Finance RG 146 ASIC Tier 1 and Tier 2
Major
Diploma of Financial Studies
Institution
Pinnacle (Potts Point NSW)
Description
770 Financial Planners Assistant to Finance Planner and Referrer as not licensed yet.
Bondi Junction Westfield Tower 1 - Start 16 March 2009 till April 2009.While studying Diploma of Finance
through distance have been referring clients and gaining work experience in a Financial Planning
environment with weekly training involved by Mentor Sourcing and generating leads and giving very basic
information (as a simple business card stating a few services offered) for Financial Planner to call back
clients or meet face to face to organise Financial Plans as I am still studying at my own pace, after course
done can do own client consultations as representative of Licensee. As this are not job just referrals.
Once a week update in office and training for one hour per week but rest of week working out of office
autonomously while studying course and generating own leads. Working minimal part time hours over
24 / 7 time autonomously through similar means as VPN at home, while studying Diploma of Finance RG
146 ASIC Tier 1 and Tier 2. This was not for paid work I was doing work experience only as a volunteer.

Courses
Finance RG 146 ASIC Tier 1 and Tier 2
Real Estate Institute of NSW - Certificate Registration - 2008 Feb
Salespersons licence in QLD - Brisbane - I have my current licence to sell, list and rent property till end of
2008 - Completed - 2005.
Bachelor of Commerce - Marketing and Management -Australia - Brisbane -Griffith Nathan Campus
Finished 3rd year since I went into full time work -Completed: 2002
Diploma of International Business - Marketing - Management - Australia - Brisbane -University of New
England Shafston College - Completed -2000



Referees

David Burns - 0412 191 250 Direct line in Melbourne is 03 9040 2076
Organization: Sun Connect – Solar Power Company in 360 Corners of Oxford Street and
Vernon Bondi Junction. Worked as a temp Appointment Setter for Rebate Processing
Officers for Site Inspections. Dburns@sunconnect.com.au
Katriel Warlow-Shill CPA Dip FS (FP) B.Comm Hons (Accts) Authorised        Representative No 279576
of Synchron AFSL 243313 – I worked with him for work experience only not a paid job
Phone: 0434 569 071 - admin@770financialplanners.com.au
Organisation: 770 Financial Planners www.770financialplanners.com.au
Mark A Smith
Phone: Mobile Number is disconnected please call Larry. Mark@centrelease.com.au
Organisation: Centrelease Chairman and CEO

Larry A Smith
Phone: 0415 393 058 Larry@centrelease.com.au
Organisation: Centrelease Director
Douglas R Blunt
Phone: 0412 211 339 Douglas@centrelease.com.au
Organisation: Centrelease Director Fleet Services and Trade
Phone: 07 3865 4466 Admin@globenetrealty.com.au
Organisation: Globenet Realty Brisbane Real Estate - Chantex P/L


Best and easiest references to contact are in bold so please feel free to call
Larry Smith and David Burns anytime

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Shikha Chandra 2011 Resume

  • 1. Resume Shikha Chandra Toongabbie NSW 2146 M: 0433 318 620 H: (02) 9636 2564 Scooby_snax99@hotmail.com Desired job title Admin/ Business Support/ Data Entry/ Finance any job with office duties and phone based roles. Desired salary $30,000 to $45,000 per year pro rarted for part time hours I am looking for Part Time/Full time work any location or full time close to Toongabbie area’s such as Parramatta, Norwest Business Park, Blacktown area and out to Ryde Macquarie and CBD City areas. I have a child under age one that I need to be able to drop off to day-care in the morning and pick up before centre closes in Toongabbie is in care for 5 days weekdays. I can Travel to the City for work between 9am to 5pm Mon to Fri. Sep 2011 - Sun Connect – Solar Power Company in 360 Corners of Oxford Street and Vernon Bondi Junction. Worked as a temp Appointment Setter for Rebate Processing Officers for Site Inspections. Mar 2009 – April 2009 | Assistant to Finance Planner and Referrer, 770 Financial Planners - Bondi Junction Westfield Tower work experience only not paid work as a volunteer. Nov 2008 - Mar 2009 | Dealer Support Optus Virgin, M8 Telecom Oct 2008 - Oct 2008 | Admin/ Data Entry, Electoral Commission - NSW Government May 2008 - Aug 2008 | Finance Lease Broker / Personal Assistant, Centrelease Mar 2008 - Mar 2008 | Contributions Processor, Australian Super - (Super Partners) Nov 2007 - Jan 2008 | Administration, AMP Career Objectives Currently I am Studying RG146 Asic Tier 1 – 2 Diploma Financial Planning - Will be finished end of October 2011 –Margin Lending as per new legislation for RG146 and Derivatives will be completed also by September 2011 (these are elective optional extras for . the course not part of RG146) Through Pinnacle Financial Services Academy Phone 1300 782 822 // Fax 1300 794 820 www.pinnacle.edu.au // info@pinnacle.edu.au DPFS - Financial Services DPRM - Risk Management DPFP - Financial Planning DPMI - Managed Investment DPSR - Superannuation, Social Security and Retirement Planning DPSC - Securities DPML - Margin Lending DPDR - Derivatives
  • 2. Summary of skills MS Access; Intermediate. MS Excel; Intermediate. MS Office; Intermediate. MS PowerPoint; Intermediate. MS Word; Intermediate. Internet Skills - Advanced MS Outlook - Intermediate Type 50 words per minute. Data entry speed for Alpha and Numerical Intermediate. Siebel - Intermediate People Soft - Intermediate Lotus Notes Intermediate JDE Data Entry - Intermediate Using VPN working from home Using VOIP CISCO phone VEDA ADVANTAGE Credit Checking 12 C Financial Loan Manual Calculator (both computer and hand held portable) Employment History September 2011 – Casual position Sun Connect – Solar Power Company in 360 Corners of Oxford Street and Vernon Bondi Junction. Worked as a temp Appointment Setter for Rebate Processing Officers for Site Inspections. Please call for reference anytime to David Burns - 0412 191 250 Direct line in Melbourne is 03 9040 2076 and e-mail is Dburns@sunconnect.com.au •Excellent attention to detail •Ability to work autonomously or within a team •Sound communication (written and verbal) skills •Knowledge of Microsoft Office; Outlook, Word •Excellent interpersonal communication and organization skills •the ability to function, learn and thrive in a fast paced environment Title Assistant to Finance Planner and Referrer - Work Experience not paid work volunteer Company Name 770 Financial Planners - Bondi Junction Westfield Tower
  • 3. Start Date End Date March 2009 April 2009 Description While studying Diploma of Finance through distance have been referring clients and gaining work experience in a Financial Planning environment with weekly training involved by Mentor this was work experience not paid work. Sourcing and generating leads and giving very basic information (as a simple business card stating a few services offered) for Financial Planner to call back clients or meet face to face to organise Financial Plans as I am still studying at my own pace, after course done can do own client consultations as representative of Licensee. As this are not job just referrals. Once a week update in office and training for one hour per week but rest of week working out of office autonomously while studying course and generating own leads. Working minimal part time hours over 24 / 7 time autonomously through similar means as VPN at home, while studying Diploma of Finance RG 146 ASIC Tier 1 and Tier 2. Title Dealer Support Optus Virgin Company Name M8 Telecom / Virgin / Optus Start Date End Date November 2008 March 2009 Description Audit Contracts sent in for Optus, Virgin and M8 Telecom from Dealers to be paid commissions Order Hardware stock (Mobile phones, USB's and Modems) to stock all dealers Give advice for phones that have ELF (Early life), DOA's (dead on arrival) mobiles Data entry into Database through Microsoft Access with quick accurate and timely input Inbound and outbound calling to Dealers Activation Centres for Optus, Virgin and M8 Telecom Title Admin/ Data Entry Company Name Electoral Commission - NSW Government Start Date End Date October 2008 October 2008 Description Electoral Commission - NSW Government Admin/ Data Entry Admin/ Data Entry to qualify needed to have over 8000 keystrokes as speed Testing of new software yet to be rolled out for counting ballot papers Giving suggestions and recommendations. Title Finance Lease Broker / Personal Assistant Company Name
  • 4. Centrelease Start Date End Date May 2008 August 2008 Description Started May 2008 To represent Centrelease Australia Pty Ltd mainly to Small to Medium sized businesses (SME's) to who we offer Leasing and other business finance products Completion of effective loan applications, documentation of transactions Effective telephone manner to activate individual and supplied prospect list Diary management Co-coordinating/preparing meetings Travel arrangements Assisting with presentations & reports preparation Cost management Coding and submitting expenses Liaising with customers/suppliers Assisting with research General office management and other tasks as required. Computer training Leasing Advice VEDA ADVANTAGE Office management Employee training Staff liaison Client liaison Title Contributions Processor Company Name Australian Super - (Super Partners) Start Date End Date March 2008 March 2008 Description Australian Super - (Super Partners) - Contributions Processor - March 2008 Looking through contribution advices for Super from Business Allocating funds to correct Super funds Checking that all details are there to complete contribution payments for Super Calling clients for extra information Using In house systems to complete processing Location next to Central Station Sydney CBD
  • 5. Reporting to Sue Sheehan 02 9375 7899 Administration Company Name AMP Start Date End Date November 2007 January 2008 Description Transfers of policies from Advisors to other Advisors Bulk transfers of policies. Mass mail outs of automated client letters Seibel, PeopleSoft, Lotus Notes Managed 10 in-house systems Team Leader Laura Ahern. Title Administration Company Name Macquarie Bank Start Date End Date July 2007 September 2007 Description I had to prepare all banking letters such and paper work to be sent out to client and Auditors for tax purposes. Audits, Redemptions, Statements with formal letters. 90% admin and 10% on phones learning the systems. Double jacking (listening into the calls to learn scripts). Taught products such as trusts and superannuation with on the job training. Team Leader Deb Darley. Title Credit Manager Company Name Salmat Advertising Start Date End Date May 2007 July 2007 Description Data Entry into the JD Edwards system which is a window based data entry tool. I also did Credit checks on all business through the BayCorp System which was Internet Based. Making reports and maintaining the Customer Files on the computer and also through manual systems. Filing into cabinets doing ad hoc duties. Team Leader Richard Azhar.
  • 6. BRISBANE WORK HISTORY - Moved to Sydney after April 2007 Title Billing Consultant - Company Name Telstra Wholesale Start Date End Date November 2006 April 2007 Description Billing investigation through Telstra in house systems which were istrak, billtrack, provtrak, siiam, and emptor. Billing case management. 4 Week client account management training Change of Leasee cases under strict service level agreements Title Administration Company Name BAC Airport Corporation Start Date End Date October 2006 November 2006 Description Archiving and general admin and ad hoc duties. BAC's Human Resource Department, Finance Department and Company Secretariat Departments. For their move from Banksia Place to The Circuit next to the DFO Warehouse shopping and assisted. Reported to Ian Morrison in HR and helped him coordinate the move. Giving all the staff information on seating arrangements for new office. Organising all paper work to be filed and stored off site through intranet. Title Administration Company Name Creating Exceptional Leaders Start Date End Date August 2006 September 2006 Description Creating Exceptional Leaders - Administration - Aug 2006 - Sep 2006 Calling people from a warm database. Registering for workshops run through company. Ad hoc office duties. Assist the business owner with time management and scanning business owners e-mails, PA work.
  • 7. Entering her contact details into outlook. Title Property Manager Assistant - to senior property manager Company Name Globenet Realty Start Date End Date January 2003 April 2006 Description Globenet Realty - Admin - Property - Sales - Jan 2003 - Apr 2006 Receptionist / Administration - Answer phones, take cash and online payments for rent, Greet customers, organise and place ads in brochures and newspapers, keep office tidy, use word, excel, outlook, put sales and rental lists online realestate.com.au Sales Assistant - make layouts and jazz up advertisements for sales staff, help organise sales staff with paper work for open for inspections and guest registers, type up contracts. Property Manager Assistant - to senior property manager calling up renters who were on arrears list, organise maintenance, type up leases, update rental lists. Sales Agent - list, sell residential properties, sign count online and drive bys in the area, greeting and promoting company through advertising, and collecting stats for weekly meetings. Title Admin - Property - Sales - Company Name Globenet Realty Start Date End Date January 2003 April 2006 Description Answer phones, take cash and online payments for rent, Greet customers, organise and place ads in brochures and newspapers, keep office tidy, use word,excel,outlook, put sales and rental lists online realestate.com.au. Sales Assistant - make layouts and jazz up advertisements for sales staff, help organise sales staff with paper work for open for inspections and guest registers, type up contracts. Property Manager Assistant - to senior property manager calling up renters who were on arrears list, organise maintenance, type up leases, update rental lists. Sales Agent - list, sell residential properties, sign count online and drive bys in the area, greeting and promoting company through advertising, and collecting stats for weekly meetings Education Institution Real Estate Institute of NSW - Residential Certificate Registration Description Institution: Real Estate Institute of NSW City/Country: Australia - Sydney Qualifications: Certificate Registration Completed: 2008 Feb Salespersons License Residential Sales - REIQ Description Institution: Salespersons licence in QLD - Brisbane City/Country: Australia - Brisbane Qualifications: I have my current licence to sell, list and rent property till end of 2008
  • 8. Completed: 2005 Qualification Bachelor of Commerce Major Marketing and Management Institution Griffith Nathan Campus Description Institution: Bachelor of Commerce - Marketing and Management City/Country: Australia - Brisbane Qualifications: Griffith Nathan Campus Finished 3rd year since I went into full time work, with Globenet Realty where I had worked 3 years in a Full time role. Completed: 2002 Qualification Diploma of International Business Major Marketing - Management Institution University of New England Shafston College Description Institution: Diploma of International Business - Marketing - Management City/Country: Australia - Brisbane Qualifications: University of New England Shafston College Completed: 2000 Qualification Finance RG 146 ASIC Tier 1 and Tier 2 Major Diploma of Financial Studies Institution Pinnacle (Potts Point NSW) Description 770 Financial Planners Assistant to Finance Planner and Referrer as not licensed yet. Bondi Junction Westfield Tower 1 - Start 16 March 2009 till April 2009.While studying Diploma of Finance through distance have been referring clients and gaining work experience in a Financial Planning environment with weekly training involved by Mentor Sourcing and generating leads and giving very basic information (as a simple business card stating a few services offered) for Financial Planner to call back clients or meet face to face to organise Financial Plans as I am still studying at my own pace, after course done can do own client consultations as representative of Licensee. As this are not job just referrals. Once a week update in office and training for one hour per week but rest of week working out of office autonomously while studying course and generating own leads. Working minimal part time hours over 24 / 7 time autonomously through similar means as VPN at home, while studying Diploma of Finance RG 146 ASIC Tier 1 and Tier 2. This was not for paid work I was doing work experience only as a volunteer. Courses Finance RG 146 ASIC Tier 1 and Tier 2 Real Estate Institute of NSW - Certificate Registration - 2008 Feb
  • 9. Salespersons licence in QLD - Brisbane - I have my current licence to sell, list and rent property till end of 2008 - Completed - 2005. Bachelor of Commerce - Marketing and Management -Australia - Brisbane -Griffith Nathan Campus Finished 3rd year since I went into full time work -Completed: 2002 Diploma of International Business - Marketing - Management - Australia - Brisbane -University of New England Shafston College - Completed -2000 Referees David Burns - 0412 191 250 Direct line in Melbourne is 03 9040 2076 Organization: Sun Connect – Solar Power Company in 360 Corners of Oxford Street and Vernon Bondi Junction. Worked as a temp Appointment Setter for Rebate Processing Officers for Site Inspections. Dburns@sunconnect.com.au Katriel Warlow-Shill CPA Dip FS (FP) B.Comm Hons (Accts) Authorised Representative No 279576 of Synchron AFSL 243313 – I worked with him for work experience only not a paid job Phone: 0434 569 071 - admin@770financialplanners.com.au Organisation: 770 Financial Planners www.770financialplanners.com.au Mark A Smith Phone: Mobile Number is disconnected please call Larry. Mark@centrelease.com.au Organisation: Centrelease Chairman and CEO Larry A Smith Phone: 0415 393 058 Larry@centrelease.com.au Organisation: Centrelease Director Douglas R Blunt Phone: 0412 211 339 Douglas@centrelease.com.au Organisation: Centrelease Director Fleet Services and Trade Phone: 07 3865 4466 Admin@globenetrealty.com.au Organisation: Globenet Realty Brisbane Real Estate - Chantex P/L Best and easiest references to contact are in bold so please feel free to call Larry Smith and David Burns anytime