Kristy O'Brien

• Experience teaching levels varying from very young learners, young learners, teenagers, and adults at different CEFR levels from pre-A1 to C1.1.
• Plan age-appropriate and creative lesson content, integrating multimedia resources to enhance engagement and meet diverse learning styles according to age and level.
• Collaborate with colleagues to share resources and ideas for lessons.
• Assess student progress and provide feedback to improve performance and establish academic success.
• Actively participate in professional development activities and events to continuously enhance skills and stay current with latest trends and best practices in language teaching.

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• Conducted regular quality control checks of approximately 30 client files per week pending advice preparation to identify areas of improvement and recommend appropriate actions.
• Liaised between teams and management to provide updated status reports for workflow distribution.
• Regularly reviewed workload distribution for equitable assignment balancing across team of 15 paraplanners, which led to increased morale among colleagues.
• Produced detailed and relevant daily and weekly reports for use in monitoring new files and outstanding SoAs to be completed to manage and distribute accordingly.

• Collaborated with financial planners across various dealer groups to develop customised Statements of Advice (SoAs) and Records of Advice (RoAs) for clients to meet their long-term goals.
• Examined financial statements and records to collect important details and verify calculations for optimal strategies that aligned with clients' best interests.
• Prepared and delivered accurate cashflow forecasts using Xplan analytical finance software that informed strategic decisions regarding clients' portfolios.
• Maintained up-to-date knowledge of industry trends through continuous professional development training.

• Conducted training workshops for over 200 financial planners nationwide to introduce new business operating model during First State Super's acquisition of StatePlus.
• Facilitated virtual, in-person, and blended learning sessions to cover advice preparation and required compliance standards under new business operating model.
• Partnered with subject matter experts to ensure accuracy and relevance of training content for smooth user-learning experience.
• Learned and adapted quickly to new technology and software applications, including Midwinter and CRM.
• Managed time efficiently, delivering all training workshops within required 3-month deadline.

• Collaborated with financial planners to develop customised Statements of Advice (SoAs) and Records of Advice (RoAs), meeting and exceeding targets of $40,000 per month while receiving positive feedback for quality of work.
• Examined financial statements and records to collect important details and verify calculations for optimal strategies that aligned with clients' best interests.
• Prepared and delivered accurate cash flow forecasts using Xplan analytical finance software that informed strategic decisions regarding clients' portfolios.
• Performed internal team peer reviews of work files, sharing knowledge, ideas, and insights for future improvements that contributed to team success.
• Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards through ongoing CPD.

• Conducted pre-appointment client phone calls for up-to-date financial and lifestyle information needed to develop appropriate advice.
• Collaborated with senior financial planner to determine optimal strategies when preparing Statements of Advice (SoAs) and Investment Review Statements of Advice (IRSoAs).
• Ensured timely completion of post-appointment tasks, including implementation of new business and transcribing appointment file notes, while managing deadlines.
• Provided ongoing client support, ensuring efficient portfolio maintenance between reviews that improved client satisfaction.
• Trained new staff regarding company operations, policies, and services, as well as guidance on in-house systems and financial planning software, notably COIN.

• Processed a diverse range of fund member forms, handling applications, contributions, benefit payments, and external transfers into a digital database.
• Maintained seamless communication with other business areas to address member queries and carefully vet incoming forms for quality assurance before final processing.
• Investigated and reconciled member and employer contribution discrepancies promptly.

• Completed the daily processing and reconciliation of superannuation contributions within HESTA Super Fund while addressing member and employer requests.
• Investigated and reconciled member and employer contribution discrepancies promptly within the Financial Investigations Services Team.
• Assisted the Customer Service Center with overflow during the end-of-financial year period, handling member queries and escalations with professionalism and empathy, ensuring resolution and customer satisfaction.