本帖最后由 Platinumaccg 于 23-1-2015 03:13 AM 编辑
About us We are a CPA PublicPractice accounting firm, Our Adelaide Office located in the Adelaide CBD. We provide publicpractice accounting services including preparation of tax returns andbookkeeping. Our firm specializes in individual and small business accountingservices & advice. We help our clients with tax planning, bookkeeping, BAS,company set up, MYOB set up, business advice and strategic planning. We also provide FinanceInternships to help in getting finance roles! If you are interested inapplying, please contact us!
Finance Program The finance training usesa financial planning practice as a foundation. It is entirely practical withdetailed industry practices that apply the investment theory learned inuniversity. This is the key to successful job hunting in the finance field. The finance programcombines both formal training and working side by side with us in our office.It is designed to equip you with the sufficient technical skills and experiencerequired for a junior finance role:
· Financial Planner Assistant · Fund Administrator · Bank Teller · Wealth Management Services Internship Over Training At Platinum Accounting,we believe the internship experience is more beneficial for candidates toachieve success in their finance career. While training isimportant, your interview and work performance will benefit most from having areal understanding of the finance process and handling real world situations.The intern program gives you this hands-on experience and this 3-6 monthsunpaid internship experience is provided purely for free. Trainer Profile Jeff Poe, CFA, is anexperienced finance professional with over 17 years in the finance industry:
MLC Limited Retail Super and Pension products Carstel Pty Limited Feasibility and Development Finance Perpetual Limited High Net Worth Clients TOWER LIMITED Institutional investors and Insurance AMP Limited Wealth Management dealer group
Bachelor of EconomicsUniversity of Sydney (1996) Graduate Diploma, AppliedFinance (2003) Diploma of FinancialServices—RG 146 (2006) Chartered FinancialAnalyst, CFA (2010) Target Audience The finance program isspecifically tailored to people with the following background: · Finance Graduates working in non-related areas looking to moveinto finance and seeking to accumulate hands on experience · Migrants withoverseas finance workexperience but lack local working experience
Training Includes: 1. Finance industry breakdown and career advice 2. Understanding each all asset classes 3. The Australian share-market 4. Building a financial model 5. Data analysis 6. Investment risk and portfolio management 7. Superannuation and tax 8. Creating a financial plan 9. Risk management and insurance 10. Platforms and Investment structures 11. Implementation of investment theory 12. Derivatives and hedging Duration: There will be 10 modules, run over 10 weeks. Trainingsessions are in the morning and internship tasks in the afternoon.
Finance IntenrshipProgram The unpaid InternshipProgram is provided purely for free in order to enhance your technical skillslearnt from training. This is a 6 month part-time program. It can also be fasttracked if required. Please note that all workis designed to provide an opportunity for trainees to accumulate practicalexperience through handling finance situations in the real world. Upon the completion ofthis Internship, we will be able to provide an unpaid internship workexperience reference. The finance Internship will require the completion of a numberof special tasks that relate to the running of the financial planning business.These include:
· Research of Self-Managed Super Funds · Comparaing a number of retail and industry super funds · Answering client questions · Producing Investment Committee Reports · Opening an account with Comsec
Furthermore, there will be 4 key intern tasks:
1. Making detailed financialplanning, tax, structuring and investment recommendations for 2 clientsituations 2. Production of a detailedclient projection over 50 years including inflation and market return estimates 3. Production of a simplefinancial plan including the superannuation rollovers and insurancerecommendations. 4. Production of a complexfinancial plan including the superannuation, insurance, investment, andproperty advice. The document to include covering letters, details of strategy,alternative strategies, fees charged and disclaimers.
如果您对我们的实习项目感兴趣,请随时与我们联系。 140 St Georges Terrace, Perth WA 6000
电话号码: (08) 6363 5739
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