Kylie D. Profile

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$20 USD / hour

south morang,

australia

$20 USD / hour

It's currently 8:17 PM here

Joined July 21, 2011

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Kylie D.

@kyliejmartin

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(0 reviews)

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100%

$20 USD / hour

south morang,

australia

$20 USD / hour

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Business Operational Expert

From my years of experience so far in the financial planning industry, I have grown to be a highly motivated, highly skilled individual. I am very quick to learn new concepts and am always enthusiastic and eager to please clients, fellow staff and employers. I am a conscientious person capable of working with no supervision. I enjoy working in a team environment yet I am not afraid to make decisions where necessary.

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Experience

Boutique Financial Planning

Jan 1999 - Nov 2011 (12 years, 10 months)

Set up, establishment and transition of a new business Direct dealings with ASIC Application for AFSL and ongoing licensee matters Compliance management Yearly budgets Payroll and accounts payable / receivable Brokerage and commission management Management of company banking and accounts Management of Small Business Server and IT Personal assistant to Directors Managing external Authority Holders Management of staff members and salary reviews Client services (ie: handling client queries, proce