Property Investment Consultant at Atlas Property Group (Present)
Work with qualified investor clients to assess goals, borrowing capacity, and risk profile in a compliance-focused environment with emphasis on integrity and client outcomes.
- Work with qualified investor clients to assess goals, borrowing capacity, and risk profile
- Lead structured, consultative strategy calls focused on long-term property investment outcomes
- Present tailored property acquisition strategies aligned with client objectives and serviceability
- Guide clients through the decision-making process from strategy alignment to commitment
- Manage client progression through approvals and purchase stages in collaboration with internal teams
- Maintain low fall-over rates through conservative modelling, transparency, and trust-based advice
- Operate in a compliance-focused environment with an emphasis on integrity and client outcomes
Property Specialist at Australian Property Scout
Qualified inbound and outbound property leads to identify motivated investors and high-value opportunities, educated prospects on Australian property market and investment strategies.
- Qualified inbound and outbound property leads to identify motivated investors and high-value opportunities
- Educated prospects on the Australian property market, investment strategies, and the benefits of working with professional buyers agents
- Scheduled consultations between qualified investors and property specialists to progress them through the investment pipeline
- Maintained and updated CRM systems to ensure accurate tracking of investor journeys and property opportunities
- Handled both inbound enquiries and proactive outbound outreach to generate new investment appointments
- Nurtured leads with value-driven communication, addressing investment goals, property preferences, and long-term wealth strategies
- Monitored sales and property pipelines to ensure a steady flow of qualified investor appointments
- Stayed informed on property market trends, emerging growth locations, and investment strategies to speak confidently with prospects
- Collaborated with acquisition specialists and buyer's agents to align lead qualification with current buying criteria and stock availability
- Actively participated in sales meetings and training sessions to improve property market knowledge and conversion performance
AI Agency Specialist at AI Agency Institute
Qualified inbound and outbound leads to identify high-quality sales opportunities and managed appointments with potential clients across various communication channels.
- Qualify inbound and outbound leads to identify high-quality sales opportunities
- Schedule and manage appointments with potential clients across various communication channels
- Maintain and update GoHighLevel CRM to ensure accurate lead tracking and pipeline visibility
- Handle both inbound and outbound appointment setting with professionalism and efficiency
- Organize daily tasks and sales activities to align with business priorities and targets
- Nurture leads through consistent follow-up and value-driven communication
- Manage and monitor the sales pipeline to ensure a steady flow of opportunities
- Research and stay informed on industry trends, competitor offerings, and market shifts
- Collaborate with the broader business team to support operational and strategic initiatives
- Actively participate in team meetings, training programs, and sales role-play sessions to improve performance and consistency
Property Specialist at Buyers Agent Institute
Conducted lead qualification and appointment setting to generate high-quality sales opportunities and managed CRM systems to maintain accurate sales pipeline tracking.
- Conducted lead qualification and appointment setting to generate high-quality sales opportunities
- Managed and updated CRM systems (GoHighLevel) to maintain accurate sales pipeline tracking
- Handled both inbound and outbound appointment setting across multiple communication channels
- Prioritized and organized daily sales activities to meet performance targets and business objectives
- Nurtured leads through follow-up communication and value-driven relationship building
- Oversaw full pipeline management, ensuring consistent flow and conversion of prospects
- Maintained up-to-date knowledge of industry trends, market shifts, and competitor offerings
- Monitored sales and property pipelines to ensure a steady flow of qualified investor appointments
- Stayed informed on property market trends, emerging growth locations, and investment strategies to speak confidently with prospects
- Collaborated with acquisition specialists and buyer's agents to align lead qualification with current buying criteria and stock availability
- Actively participated in sales meetings and training sessions to improve property market knowledge and conversion performance
- Contributed to broader business operations and team initiatives
- Actively participated in meetings, sales training programs, and role-play sessions to enhance performance
- Trained in sales-specific AI tools to streamline outreach and improve sales efficiency
KYC Analyst - Westpac Institutional Banking at Westpac
Performed KYC Periodic Reviews and Customer Due Diligence to ensure AML compliance with regulatory requirements.
- Perform KYC Periodic Reviews
- Perform Standard and Enhanced Customer Due Diligence
- Perform Screen of client and associated entities
- Uplift KYC of existing clients to ensure AML compliance with regulatory requirements
- Knowledge of all entity types
- Driving change based on available data
- Investigation and verification of client information
- Reviewing and assessing documentation regarding clients
- Analyzing risk and compliance with client products
- Study market trends and evaluate customer behavior
- Suggest and implement new strategies for optimisation
- Keep up to date with AML and KYC compliance and legislation
Indigenous Academy Cadet – Cloud enablement at Commonwealth Bank
Completed Certificate III in Information Technology while supporting cloud enablement initiatives and business analyst related tasks.
- Adhering to KPI's
- Certificate III in Information Technology (COMPLETED)
- Associate BA related tasks and support
- Planview resource management
- Supporting Scrum ceremonies
- Internal and external trainings
- Creating Isops and improvement of documentation
- Adhering to Agile methodology
- Proactively supporting the team
- Analyzing & driving consistent improvement
- Participating in management meetings
- Excel data entry
- Investigating and compiling detailed information for management
Investigations & Payment Analyst at Commonwealth Bank
Managed investigations and payment processing using internal systems to analyze financial transactions and ensure compliance.
- Meeting and exceeding KPI's
- Adhering to I360/MyDay Systems
- Using systems such as PMS & Commsee
- Proactively executing cases based on trainings
- Maintaining up to date and relevant financial information
- Identify and drive consistent improvement
- Analyze & identifying financial transactions
- Processing loggings
- Processing charges
- Using multiple internal financial software for investigations
- Contributing a high level of service to all internal and external clients
- Participating in huddles, meetings and one on ones with managers
Tele-Sales (Fundraising) at Cornucopia Consulting
Conducted outbound sales and cold calling to engage prospects and drive revenue for nonprofit organizations.
- Conducted outbound sales and cold calling to engage prospects and drive revenue
- Handled objections effectively to guide conversations toward successful outcomes
- Processed credit card payments securely and efficiently in compliance with internal procedures
- Consistently met and exceeded KPIs and sales performance targets
- Qualified sales calls to ensure alignment with organizational goals and compliance requirements
- Followed structured sales procedures to maintain consistency and professionalism
- Collected sensitive payment information while adhering to the 1988 Privacy Act and ethical standards
- Applied value-driven, ethical closing techniques to build trust and rapport
- Raised funds for nonprofit organizations through persuasive, compliant communication
Property Specialist at Freedom Property Investors
Scheduled and managed qualified appointments with prospects through outbound outreach and executed outbound sales strategies.
- Scheduled and managed qualified appointments with prospects through outbound outreach
- Identified and qualified leads to ensure alignment with ideal customer profiles
- Handled objections with confidence and clarity to progress sales conversations
- Executed outbound sales strategies to drive new business opportunities
- Monitored and tracked deliverables to maintain accountability and performance
- Managed CRM systems to ensure accurate data entry and sales pipeline visibility
- Participated in ongoing sales training and development to enhance skills and performance
- Communicated effectively with prospects and team members to ensure alignment and results