Sherina Flores
FINANCIAL PLANNING ASSISTANT – AU
Talent
CardonaMember since July 28, 2026
BookkeepingGeneral accountingGovernment accounting (national)Critical thinkingMicrosoft OfficeGoogle WorkspaceAttention to detailsCommunication
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BookkeepingGeneral accountingGovernment accounting (national)Critical thinkingMicrosoft Office
About
Tools: Plutosoft, Revex, FileCenter, Microsoft 365
Experience
FINANCIAL PLANNING ASSISTANT – AU at Boutique Outsource Solutions (2025-07 – Present)
Tools: Plutosoft, Revex, FileCenter, Microsoft 365
- review docs preparation (Cost comparison, Service Agreements, Fee consents/invoice, platform reports)
- SoA/RoA implementation
- superannuation /insurance /investment platform research (MyNorth, Macquarie, Netwealth, ART etc.)
- client data collection & entry
- compliance checks
- email management, organization of digital files, updating of advice pipeline
FINANCIAL PLANNING ASSISTANT – AU at Next Office Pty Ltd (2023-11 – 2025-07)
Tools: Xplan, Airtable, CDM Insurance, WebEx, Microsoft 365, Kofax
ACCOUNTING ASSISTANT at Department of Migrant Workers (2020-02 – 2023-11)
Education
BACHELOR OF SCIENCE IN ACCOUNTING TECHNOLOGY in Accounting Technology – National College of Business and Arts (2015 – 2019)
Skills
FINANCIAL PLANNING ASSISTANT
