George Phillip

Phone: 0403 733 579 Email:

george_phillip@hotmail.com

• Objective
• To engage a position as Project Coordinator in Information
Technology field for a company offering compensation and
promotion based on performance and productivity. To seek a
career role utilizing my talents and skills in a challenge driven
environment.
Technical Abilities
Excel,Word, Ms Project Server 2007,Ms Visio,BGL,
Hiport,Composer,Lotus Notes
PMBOK,PS146,Superannuation,SMSF,System Migrations, SDLC

Training and Education

2009 Finsia. Masters of Finance and Applied Investment Sydney,NSW
2004 Curtin University of Technology. BCom: Marketing and Management Perth, W.A
2002 Curtin International Colllege Diploma of Commerce Perth, W.A

Employment History

Feb 09 – Mar 09 DaVinci Advisors Temp Portfolio Manager

Sydney NSW

 Daily gearing check for managed fund clients. Tracking gearing ratio’s across
different client and advisor groups.
 Reconciliation of Equity warrants and SMSF super funds for financial year 08.
 Monitoring corporate actions and advising clients of share purchase plans,
entitlements and term deposit maturity’s and rates.
 Administration for dividend reinvestment plans, applications, co-contributions.
 Managing reconciliations of bank balance across the various marginal loan
and cash management accounts.
 Providing recommendations on software applications. .
 Updating transactions on Praemium and BGL for client accounts.

July 07 – Nov 08 Satacom Project Coordinator Sydney

NSW

 Reporting- Days x Resource Cost. Hardware/Software Requirements (Test

servers, Production Servers), Weekly status reports.
 Tracking requirements in Ms Project Server 2007 and Co-ordinating
requests. Maintaining project records for 2 Project Managers.
 Working with the database on the test and production server.
 Taking minutes and actioning follow up items.
  Creating, Updating and Reviewing process and procedure documentation.
 ]Agile project management and PMBOK 2 exposure.

Jan 07 – Jul 07 Perpetual TrusteesProject Officer` Sydney NSW

 Maintained Beethoven Database (whilst migrating from Legacy Systems)
 Responsible for gathering business requirements, analysing and preparing
specifications for developing new systems or modifying existing applications to
support key business processes
 Applied updates to Beethoven Database(Config)
 Performed sharepoint administrative functions.
 Worked on over 20 Beethoven configuration pieces with cross functional
work teams through JIRA Tracking.
 Created system information flows during config from Product Disclosure
Statements.
 Participating / Driving continuous improvement of processes through process
review and redesign
 Documenting Business procedures and processes.
 Relationship Management with all stakeholders internal and external.

Jun 06 – Jan07 Perpetual TrusteesOperations Support

Sydney NSW

 Created and maintained Entire Wealth Management Intranet.

 Successfully ran monthly Brokerage and Distributions.

 Relationship Management: Maintaining existing relationships with internal

stakeholders(Reserve Bank Of Canada/Custodian)
 Client Servicing: Investment link maintenance and investigation, Coordinate,
schedule and process after hours batch processes.
 Assist with User Acceptance Testing of delivered software upgrades and data
fixes for Client Operation applications (eg. Composer, Calibre, Filenet &
Paris, PUMA) as required.
 Manage and maintain reporting and decision support information e.g.
Investment data for specific funds to enable SLA’s to be met.

Professional Qualification/ Certifications:

Jul 2008 IFSA- PS164 Superannuation Applied Knowledge and Skill Sydney,NSW
· A course aimed at increasing the awareness and understanding of the changes in the
Superannuation guidelines for the financial services industry.

Jun 2007 Introduction To The Financial Markets Sydney,NSW

References
Available on request