Office Admin Broker Assistant


I hold a Bachelor of Commerce majoring in International Business and I’m currently completing my Master of Professional Accounting at Kaplan Business School in Brisbane.

My experience working as a mortgage broker assistant and a financial planning assistant for 7
months overlaps since I started both occupations at the same time through an internship program that Kaplan Business School had to offer for students. However, due to my incapability to be a full-time student and doing two occupations at the same time was not ideal. Hence I decided to focus only on my studies and working with SW Brokerage as a mortgage broker assistant and office support.

My passion is not only to help and create real values for clients to achieve their financial goals and objectives, but also sustain and build networks and relationships with clients. As a team member in SW Brokerage, my job involves helping out the back office with the maintenance and administrations. Following up with documents and procedures required in relation to client’s home loans, personal loans, and investment property loans have become a typical day for me. Challenges and frustrations while working are inevitable but nothing makes me feel happier beyond assisting my colleagues to fulfil their deadlines. With the remaining hours I have left outside work, I normally catch up on studies, assignments, socialise, and rest. What I admire the most apart from the irreplaceable and valuable experiences I obtain from working with SW Brokerage is that, SW Brokerage team made me feel like I’m a part of the family. I receive all the supports I need while working at SW Brokerage and the team made me feel like home.