Finance Financial Planning Banking Property Real Estate Insurance

1. RESUME_______________________________________________________________
Donna Michelle Stone
33 Kirby Terrace
Largs Bay SA 5016
Mobile: 0406 702 157
Email: donna7stone@yahoo.com.au
PERSONAL PROFILE
Proactive professional with over 20 years of experience dealing directly with client needs to
ensure they are met beyond satisfaction.
Qualities include high level of attention to detail, structured work manner, strong written, verbal
and negotiation skills. Ability to multi-task and adhere to deadlines, keen and active team player,
loves to set realistic targets and excel.
SKILLS
 Works well in both, team situations and autonomously
 Confident when dealing with people on all levels
 Ability to design and develop concepts
 Problem Solver
 Strong Business Development and Lead Converter
 Sales and Compliance
 Fantastic organisational and time management
 Excellent Communicator
 Team Management and Leadership
 Research Strategies
 Business Development
 Report and Contract writing
 Computer Literate Microsoft applications (Excel, Word, Outlook)
numerous in house programs.
Extra ordinary abilities
Read and understand business financials, contracts &
building plans.

2. EDUCATION
 Applied to undertake a diploma in Accounting/Financial Planning
 Certificate IV Financial Services – Finance/Mortgage Broking
 Certificate III in Financial Services – (FBN30199)
 Risk Management – Integratec
 Numerous Bank, Insurance and Real Estate accreditations
 Certificate IV in Business (Estate Agency Practice) Swinburne T.A.F.E. completed in
1998
 Agents Representative Moorabbin T.A.F.E
 V.C.E. obtained at Wellington Secondary College. Subjects included Psychology,
English, Textiles, Creative Arts and Business Studies.
 Basic Sewing and Garment Construction Class
ACCREDITATIONS
1 Certificate IV Financial Services/Mortgage Broking
2 Licensed Real Estate Agent
3 Agents Representative
4 PS 146 Tier 2 (RG 146) Compliant
5 Accredited Mortgage Consultant
6 Drivers licence
7 Working with children certificate (current police check)
CAREER OVERVIEW
Independent Consultant Arbonne Australia August 2014 - present
Project Marketer Think Property Pty Ltd April 2010 – July 2014
Land Sales Clublinks Pty Ltd June 2009 – March 2010
Mortgage Advisior Interlink Group December 2005 – May 2009
Officer in Effective Control Interlink Group 2001 – July 2005
Mortgage Broker Interlink Group 1996 - 2001
Retail Sales Coles Myer Group 1995 – 1996
Residential Property Sales N.R. Reid Berwick 1992 - 1994
All roles focus on a high level of customer service to ensure their needs are met and they return
for repeat business with the same or improved service.

3. EXPERIENCE & RESPONSIBILITIES
Officer in Effective Control & Property Sales
Think Property Pty Ltd
- Develop, Build and maintain Business relationships with Builders and Developers in
order to list property for investment purposes.
- On site appointments, with potential clients for sale of house and land packages.
- Tracking the sale through to settlement, keeping all interested parties updated.
- Overseeing Trust account and writing of cheques.
- Maintaining sales settlement register.
- Compliance monitor of legislation
- Complete Contract for Sale
Land Sales/Hostess
Clublinks Pty Ltd - Sanctuary Lakes Club and Resort Real Estate Pty Ltd
- Attend to potential clients questions and needs
- Explain and complete Contract of Sale with Clients
- Maintain office to a quality and professional manner
- Collect monetary deposits for land
- Banking
- Maintain land sales directory
- Provide accurate client documents to authorities
- Punctual and reliable
Mortgage Broker/Advisor
Interlink Group (Whitestar Finance Pty Ltd & Mortgage Resource) – Reporting to Director
- Competently structure home, investment and personal loans.
- Complete bank application and gather supporting documentation for bank submission
- Application Entry into CRM
- Comply with relevant legislation
- Strong Lead converter.
- Sell Mortgage Protection Insurance.
- Liaising with Clients, Lenders and Solicitors
- Keeping accurate records in an orderly manner
- Booking appointments
- Assess clients capacity to borrow funds
- Management Skills including the training and team leading
- Research and maintain product information
- Preparation and maintenance of company documentation
- Variety of calculations, using several financial programs
- Implement a range of marketing strategies to obtain clients
- Listen to and understand client needs to provide appropriate service
- Monitoring application through to settlement.
- Client database analysis and profiling for future growth areas
Results of responsibilities include a personal average of 3 settled loans per week. Clients actively
referring friends and family to prove I am successfulat delivering customer service at a high level.

4. Officer in Effective Control & Property Sales
City Lights Real Estate
- Building and maintaining Business relationships with Builders and Developers in
order to list property for investment purposes.
- Create and Complete Contracts and Options.
- Create and maintain all relative legal documentation.
- Compile Reports to Present to Board of Directors.
- In home appointments with potential clients selling investment concept.
- Listing and selling residential property, Houses, Apartments and Off the Plan.
- Tracking the sale through to settlement.
- Overseeing Trust account and writing of cheques.
- Maintaining sales settlement register.
INTERESTS
I enjoy organising gatherings with family and friends, running, yoga, reading, painting, creating
garments through sewing and gardening. To switch off and relax I like kayaking and adventure
camping trips.
FUTURE
I am interested in being involved with our community, helping individuals with their financial
dreams and desires.
REFEREES
Denham Bowen Ruth Ritchie
Director Principal
Think Property Pty Ltd Club Links Real Estate
Phone: 03 9822 7366 Phone: 0438 088 859
Adam Raphael Paul Lindner
Accounts Manager Managing Director
Interlink Group PL Interlink Group
Phone: 03 8514 4200 Phone: 03 8514 4200

5. Customer Focus:
I believe you treat people as individuals, with respect and patience. Every potential client has a
want of knowledge and professionalism.
Team Work:
All roles I have held have had elements of working as a team to deliver integral parts of day to day
organisational objectives. I am capable of working autonomously however team work encourages
inspiration and growth of ideas.
Empathy:
All my roles have required me to communicate well with and understand people from a diverse
range of backgrounds.
Analytical Thinking:
Working within a financial unit focusing on details and the ability to analyse individual situations
is an essential part of the day to day business in order to meet client and business expectations.
I have prepared monthly reports based on targets and business activity, I have then needed to
analyse and present to a board of 7+ peers.
Adaptable:
Due to the type of roles I have been involved with I often step up and take on various elements in
order to maintain business and client satisfaction.
Results Orientation:
I have an ideal target I personally need to achieve on a weekly basis, I strive to reach this with the
added bonus of meeting clients ideals.
Self Development:
I wish to expose myself to many facets of life, I thrive on learning new things and putting them
into practice. I believe in continuous education by way of reading, completing courses or
practical experience above all speaking with those who have experienced life!