Geelong (Deakin University)

Bachelor of Commerce/Bachelor of Information Systems

Deakin University

Teamwork

Leadership

EXCEL

Accounting

Information Systems

Bachelor Degree - Bachelor of Commerce/Bachelor of Information Systems

	Preparing and producing Statements of Advice.
	Facilitating and coordinating of client files. 
	Main point of contact for clients in addressing queries or modifying client details
	Implementation and follow-up of all strategy recommendations
	Conduct financial planning research to support the provision of financial planning advice and strategy


Income Solutions

Associate Financial Advisor

Final year Bachelor of Commerce/ Bachelor of Information Systems student with an excellent work ethic and an ability to learn and adapt to a changing environment. Experienced working in fast paced environment that require a great deal of team work, time management. I have a strong ability with Microsoft Office, Microsoft Excel and SAP. Demonstrated excellent customer service, working effectively in teams developing strong relationships.

Jeremy Carlton / Bachelor Degree - Bachelor of Commerce/Bachelor of Information Systems

Bachelor of Commerce/Bachelor of Information Systems

Deakin University

Progress

Skills