Hawthorn

Bachelor of Business

Swinburne University of Technology

Assisted Associate Advisers in the preparation of advice documents, including writing Statements of Advice for new and existing clients and preparing analytical reports.
Liaised with stockbrokers to place orders for clients and establish new accounts.
Liaised with Superannuation funds to obtain and record information on client accounts, to assist Advisers with preparing formal advice document



APW Partners

Internship Finance Assistant

Liaised with retailers to process wholesale orders, finding opportunities to upsell and encourage trial by offering substitutes from the Lion product portfolio.

Resolved retailer queries, feedback, and complaints whilst escalating priority issues to senior managers.

Maintained relationships with key retailers and agency partners.

Exceeded KPI’s with regards to service quality and order accuracy

Vrej Haladjian Profile

Vrej Haladjian

35,537XP

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They must be keeping their up-skilling secret!