Results-oriented Accountant transitioning to Finance Broker with 8 years of experience in financial analysis, risk assessment, and tax strategies. Proven ability to identify optimal financial solutions for diverse clients and high level of ethical standards will always act in the best interests of clients. Seeking a challenging Finance Broker role to leverage strong communication, detail-oriented approach, and passion for the financial sector. Have worked in different variety of industries across NZ and China, also involved in property development and project management with insight into NZ real estate. Enthusiastic about contributing expertise and client-centric approach to success.
Financial knowledge