George Roe
Auckland,AUK
Summary
Analytical and detail-oriented financial adviser with a strong foundation in mathematics. Leveraging a background in mathematical modeling and data analysis, I bring a methodical approach to investment planning, risk assessment, and portfolio optimization. My exposure to financial markets—both through academic research and hands-on use of platforms like TradingView—has equipped me with deep insight into market trends, technical analysis, and asset allocation strategies. Committed to providing data-driven, client-focused financial solutions that support long-term wealth growth and financial security.
Overview
2
2
years of professional experience
Work History
Logistics Coordinator
Fragile removals
Melbourne, VIC
07.2023 - 11.2024
- Managed job costing and expense tracking for residential and commercial moves, improving cost recovery and reducing margin leakage.
- Created and reviewed client invoices, ensuring billing accuracy, and alignment with contract terms and scope of service.
- Analysed monthly revenue performance and job profitability, providing reporting insights to the operations and finance departments.
Operation Supervisor
Muddys Cafe
Cairns, QLD
07.2022 - 06.2024
- Managed daily financial reporting, including the reconciliation of cash flow and POS transactions, ensuring accuracy, and resolving discrepancies with accounting.
- Analyzed sales and occupancy trends to support pricing strategies.
- Supported internal audits, and enhanced compliance with financial procedures and documentation standards.
Education
Bachelor of Science - Mathematics G100
Newcastle University
Newcastle, UK08-2019
Skills
- Financial planning
- Investment analysis
- Risk management
- Chart analysis
- Communication
- Portfolio management
Informal Experience
- Actively followed equity, fixed income, and macroeconomic trends for over five years, developing a strong understanding of market dynamics, risk factors, and valuation techniques.
- Managed a personal trading account, applying technical and fundamental analysis to execute trades.
- Built and maintained spreadsheets to track portfolio performance, P&L, and key risk metrics, enabling regular review and strategic rebalancing.
- Used TradingView alongside financial tools and indicators to evaluate trade setups and monitor real-time market data.
Timeline
Logistics Coordinator
Fragile removals
07.2023 - 11.2024
Operation Supervisor
Muddys Cafe
07.2022 - 06.2024
Bachelor of Science - Mathematics G100
Newcastle University
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