Commerce graduate with five years' experience across the banking, accounting, and financial services industries
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Commerce graduate with five years' experience across the banking, accounting, and financial services industries. Strong analytical skills in tax, audit, company budgeting, financial reporting, commercial property investments, and loan servicing. Confident communicator with proven ability to maintain client and stakeholder relationships.
Settlement and Securities Officer - Bendigo and Adelaide Bank
(2025-11 - 2026-07)
Responsible for managing end-to-end retail settlement processes and loan portfolios across all Australian jurisdictions. Responsible for preparing and evaluating loan and mortgage packages; reviewing title deeds; and preparing accounts/certifications for settlement. Liaised with lenders, solicitors, and conveyancers to facilitate settlement.
Proficient in using banking software and property exchange platforms such as PEXA to coordinate all pre-settlement requirements; execute digital property settlement; and transfer title registration. Developed strong knowledge of banking and lending policies, mortgage securities, and property legislation to ensure loan and settlement documents complied with regulatory and internal standards.
Undergraduate Accountant, Tax and Business Services Accountant - PKF Adelaide
(2022-02 - 2025-11)
Managed own portfolio of individual and business clients, providing ongoing accounting, taxation, and business advisory services. Prepared income tax returns, Business Activity Statements (BAS), and financial statements for a diverse client base. Assisted in delivering financial advice to directors and shareholders by independently attending client conferences, and developing budgets and financial projection reports.
Managed financial operations and performed virtual CFO services. Represented the firm at professional networking and university events; organised training from Undergraduate to Partner level; and contributed to the firm's growth through numerous business client referrals.
Audit Team - PKF Adelaide
(2022-02 - 2025-11)
Participated in external audit engagements for various entities across multiple industries including, but not limited to, professional and legal services, agriculture, education, manufacturing, and non-for-profit.
Private Equity Team - PKF Adelaide
(2022-02 - 2025-11)
Assisted in the management and financial oversight of a diversified commercial property portfolio on behalf of 150+ investors. Prepared board reports and quarterly report packs to investors and directors summarising portfolio performance, investments, and distributions. Maintained Excel-based financial models to project cash flow and asset valuations. Tracked and reconciled investor distributions, unit holdings and investment allocations.
Accounting Intern - Brentnalls South Australia
(2021-01 - 2021-02)
Secured competitive internship through the Chartered Accountants ANZ Achiever program. Performed work under the supervision of the Partner specialising in the agribusiness and small and medium-sized enterprises (SME) sectors.
Sales Assistant - Charlesworth
(2021 - 2022)
Café Attendant - Gelati Delivery
(2019 - 2022)
Bachelor of Commerce - Accounting - The University of Adelaide (2021 - 2025)
Certificate III - Business - TAFE South Australia (2021 - 2025)
South Australian Certificate of Education - Blackfriars Priory School (2015 - 2020)
