Practice Manager @ Financial Planning (March 2018 - August 2023)
Manager of Operations @ (June 1994 - October 2017)
Operations Manager @ (June 1994 - October 2017)
Michele M. Education
University of Technology Sydney
Bachelor’s Degree (Accounting and Finance)
1997-1999
St Josephs Kogarah 1980-1985
Michele M. Skills
Accounting
Business Analysis
Business Process Mapping
Company Operations
Company Secretarial Work
Corporate Finance
Disaster Recovery
Financial Planning
Governance
IT Service Management
ITIL
Information Technology
Integration
Organizational Culture
Project Management
Risk Management
SDLC
Michele M. Summary
Michele M., based in Sydney, NSW, AU, is currently a Client Services Associate at Firstunity Wealth Management. Michele M. brings experience from previous roles at Financial Planning and Platinum Asset Management Limited. Michele M. holds a 1997 - 1999 Bachelor’s Degree in Accounting and Finance @ University of Technology Sydney. With a robust skill set that includes Accounting, Business Analysis, Business Process Mapping, Company Operations, Company Secretarial Work and more.
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