SlideShare a Scribd company logo
Good Morning Shaun Fernihough.
My name is Daphne Yeo. Thank you for viewing my slideshare presentation. I would like to be
considered for the position of Client Services Manager (Education Software provider) role
advertised on LinkedIn last week (23/4/2016).
Please peruse through my slideshare presentation at your leisure.
Daphne Yeo BComm (Economics) PGradDipFin BPrimEd VIT (full registration) DipFP AFA is currently:
> Client servicing - implementation of financial plans, client communications, preparing for client reviews
> In Financial Administration - superannuation, insurance, SMSF, wraps
> tutoring - grades 1, 3 & 5 students, Edu-Kingdom College, Hallam
> An active member of Toastmasters International
• CONNECT
> Personal blog https://financechicksite.wordpress.com
> LinkedIn Person https://www.linkedin.com/in/daphneyeoau
> Twitter: @daphneyeoau
> Email: graceisbest@gmail.com
> Email2: daphne@watermanfinancial.com.au
My Key Attributes & Skills
• Highly organised - Being highly organised has enabled me to introduce many efficiencies and carry out a large
volume of tasks in a busy environment. In my role as Client Services Manager, I have been effective in handling client
communications, complaints, engaging clients and attend to large volume of enquiries. Working in Financial Services, my
role requires of me the ability to be accurate, punctual, professional and reliable.
• I love technology – Whilst not possessing qualifications related software development, I’m proficient
with a range of industry-based online technology, Microsoft Office product suite, online apps and social media. I
invite you to consider the breadth of skills and experience I bring.
• I love learning and teaching – Current VIT registration, eight years combined experience in the
public and private school sectors.
• I love collaborative work – this goes without saying, as an experienced teacher I recognise the value
teachers place on collaborative work and partnerships. I’ve also work on a number of projects in corporate environments
seeing projects to final phases of completion.
• I have an global mindset – well-travelled, open-minded, experienced in a variety of multicultural
settings
OECD director for education Andreas Schleicher said its
(Singapore) students have a good foundation in Mathematics and
Science, which has contributed to Singapore's success. Singapore
ranks as one of the top most innovative countries according to
the Global Innovation Index 2014.
Countries that are
progressive and innovative
could potentially embrace
learning technologies far
more openly due to the value
they place on the
development of human capital
& Education.
These countries with their high emphasis on academic success
provide opportunities for global market expansion.
Sample - Training Resource (CSM/Administrator)
Primary School Teacher 2007-2014
In 2014
• Created training presentations and supported P-6 teachers in the SEQTA
learning management system
• Part of a task force to investigate the use of tablets, notebooks, iPADs and
Google apps into the P-12 school curriculum
• Responsible for software trials and registering teachers (Mathletics, Scoodle
etc)
• Ran Lego Club for Grade 5-6 boys
• Coordinated compilation of P-12 school magazine for outsourced marketing
and design team
• Taught Grade 3 and 5/6 ICT and other subjects
Primary School Teacher 2007-2014
2009-2013,
• Grades 3 and 4 Primary Classroom Teacher
• Integrated a variety of interactive (online) learning programes into the
primary curriculum (Scootle.edu.au, Mathletics, Abcya, Wordle etc.)
2007-8
• Relief teacher, various schools
• Office temp (small – med-sized businesses)
2002-2004
• Database Analyst, IRESS Financial Services Technology
 Resolve data queries from stockbrokers
 Maintained database systems
 Improved processes
• Database Manager, IWL (InvestorWeb)
 Took calls from financial planners and fund manager personnel
 Maintained complex databases
 Utilized SQL databases to reclassify investment funds and improve database
search capabilities
1997-8
•Marketing / Strategic
Planning Intern
oGlobal business development and
markets
oProduct market research
oSales/Marketing and business
development strategies
oCompetitive Research Reports
The End
Thank you Shaun Fernihough for viewing my
sideshare presentation. I look forward to
hearing from you soon.

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Dear Shaun Fernihough

  • 1. Good Morning Shaun Fernihough. My name is Daphne Yeo. Thank you for viewing my slideshare presentation. I would like to be considered for the position of Client Services Manager (Education Software provider) role advertised on LinkedIn last week (23/4/2016). Please peruse through my slideshare presentation at your leisure. Daphne Yeo BComm (Economics) PGradDipFin BPrimEd VIT (full registration) DipFP AFA is currently: > Client servicing - implementation of financial plans, client communications, preparing for client reviews > In Financial Administration - superannuation, insurance, SMSF, wraps > tutoring - grades 1, 3 & 5 students, Edu-Kingdom College, Hallam > An active member of Toastmasters International • CONNECT > Personal blog https://financechicksite.wordpress.com > LinkedIn Person https://www.linkedin.com/in/daphneyeoau > Twitter: @daphneyeoau > Email: graceisbest@gmail.com > Email2: daphne@watermanfinancial.com.au
  • 2. My Key Attributes & Skills • Highly organised - Being highly organised has enabled me to introduce many efficiencies and carry out a large volume of tasks in a busy environment. In my role as Client Services Manager, I have been effective in handling client communications, complaints, engaging clients and attend to large volume of enquiries. Working in Financial Services, my role requires of me the ability to be accurate, punctual, professional and reliable. • I love technology – Whilst not possessing qualifications related software development, I’m proficient with a range of industry-based online technology, Microsoft Office product suite, online apps and social media. I invite you to consider the breadth of skills and experience I bring. • I love learning and teaching – Current VIT registration, eight years combined experience in the public and private school sectors. • I love collaborative work – this goes without saying, as an experienced teacher I recognise the value teachers place on collaborative work and partnerships. I’ve also work on a number of projects in corporate environments seeing projects to final phases of completion. • I have an global mindset – well-travelled, open-minded, experienced in a variety of multicultural settings
  • 3. OECD director for education Andreas Schleicher said its (Singapore) students have a good foundation in Mathematics and Science, which has contributed to Singapore's success. Singapore ranks as one of the top most innovative countries according to the Global Innovation Index 2014. Countries that are progressive and innovative could potentially embrace learning technologies far more openly due to the value they place on the development of human capital & Education.
  • 4. These countries with their high emphasis on academic success provide opportunities for global market expansion.
  • 5. Sample - Training Resource (CSM/Administrator)
  • 6. Primary School Teacher 2007-2014 In 2014 • Created training presentations and supported P-6 teachers in the SEQTA learning management system • Part of a task force to investigate the use of tablets, notebooks, iPADs and Google apps into the P-12 school curriculum • Responsible for software trials and registering teachers (Mathletics, Scoodle etc) • Ran Lego Club for Grade 5-6 boys • Coordinated compilation of P-12 school magazine for outsourced marketing and design team • Taught Grade 3 and 5/6 ICT and other subjects
  • 7. Primary School Teacher 2007-2014 2009-2013, • Grades 3 and 4 Primary Classroom Teacher • Integrated a variety of interactive (online) learning programes into the primary curriculum (Scootle.edu.au, Mathletics, Abcya, Wordle etc.) 2007-8 • Relief teacher, various schools • Office temp (small – med-sized businesses)
  • 8. 2002-2004 • Database Analyst, IRESS Financial Services Technology  Resolve data queries from stockbrokers  Maintained database systems  Improved processes • Database Manager, IWL (InvestorWeb)  Took calls from financial planners and fund manager personnel  Maintained complex databases  Utilized SQL databases to reclassify investment funds and improve database search capabilities
  • 9. 1997-8 •Marketing / Strategic Planning Intern oGlobal business development and markets oProduct market research oSales/Marketing and business development strategies oCompetitive Research Reports
  • 10. The End Thank you Shaun Fernihough for viewing my sideshare presentation. I look forward to hearing from you soon.