Resume
Lisa Fazio
Qualifications
- 2013 masters of primary teaching, Swinburne University, current full time
- 2012 advanced diploma of editing and publishing, Australian College, high distinction
- 2006 masters in business administration, major in HR, minor in Finance, Southern Cross University NSW
- 2002 certified financial planner 1, 2 and 4, Financial Planning Association
- 2000 post graduate diploma of financial planning, Deakin University VIC
- 1993 bachelor of applied science in physical education, Victoria University
- 1990 HSC and VCE, Star of the Sea College VIC
Technical skills
- Working with Children Check #03961507-01 and current clear police check
Level 2 first aid, CPR, Anaphylaxis, Asthma Management
- Certified international yoga, meditation, vertical dance and fitness instructor. Sports trainer, bronze medallion and cross
- HTML and XML, Adobe Acrobat Pro, Mac OS; Microsoft applications including Word, Excel, PowerPoint; project management including Adcast; desk top publishing―Adobe InDesign, Illustrator; accounting application―Quicken, MYOB, Talent Two payroll; website content management applications; financial planning software including―Reuters, IRESS, BGL, LLink, Visyplan, underwriter central and database publishing―accent
ASIC business writing course
Mercury Asset Management Marketing Program
BULMER Presenter and communication skills course
Certified Drama and Presenting Course, Tanya Powell
Employment Summary
Full time student, Masters of Primary Teaching, Swinburne University Jan12–current
Contractor
Responsibilities
Completing volunteer primary teaching and student teaching experience at primary schools in Victoria. Currently volunteering one day a week at Moorabbin Primary School with grade 1 and 2 learners.
To provide writing, editing and consulting to organisations on contractual terms. The focus of work completed involves researching, consulting and advising on various topics and sectors ie. human resources, government, occupational health and safety and construction, to write and edit published documents, fiction and non-fiction, biographies. Professional contracts include:
Select Resumes Pty Ltd―Writing, editing, copy writing and HR consulting
iSelect Pty Ltd―Inbound and outbound customer service and sales
Website content and SEO maximisation
Managing Owner Jun10-Jun12
STUDOM3 now PLAYHOUSE POLESPORT Pty Ltd
Responsibilities
Founder from start up and manager of a vertical performance arts business; including, designing and building the studio and creating business plans. This business is now sold and I consult to the new owners as required
Instructor of various styles of fitness and dance classes for all ages, beginner to advanced level including; children's and 'teen' yoga and dance; Adult yoga, flexibility, pole fitness and pole dance―classes, courses, programs and workshops
Create, research and write a teaching curriculum and various programs
Web site content writer: research, write, edit and desktop publish content and articles focusing on SEO
Use social media and event manage project; for example, organising pole dance shows, performances, charity events and competitions. Developing marketing plans ie. writing press releases, newspaper and web based advertising copy and completing market research. Networking for sponsors and hosting events
Office administration and financial management: including BAS, accounts payable and receivable, book keeping using MYOB, manage reception—staff roster, client bookings, database maintenance including mail and email merging
Contracts and Lease Administration Manager Jan10-Jun10
HR Administration Manager
HealthCare Villages Australia Ltd
KELETE Recruitment Consulting
Contract
Responsibilities
Share register management and investor relation communications: writing and editing For example; I established and programmed an online internal share registry. Design and format templates ie. shareholder documents. Write investor and shareholder communication documents including newsletters and issuing share certificates. Initiated and programmed an end-to-end Excel program to manage shareholder investment details and records
Complete the administration of contracts (for building super clinics) and lease agreements including; drafting, writing, editing, formatting and publishing lease contracts and tender documents. Responsible for filing, tracking document changes and arranging contract signatures. Liaising and participating in contract negotiations, implementation and execution
Board and Executive Director administration including arranging meetings of the board and other director meetings. Perform executive officer duties for the board; meeting minutes, writing and editing documents, contracts and correspondence, diary and travel management
Office management including; implement and maintain filing systems, procurement of supplies and database management. Liaise with key stakeholders and investors
Financial management: including BAS, accounts payable and receivable using MYOB, book keeping. Administer the annual audit and liaise with external auditors
Corporate governance and technical writing documents; ensuring compliance with ASIC licence and undertaking company audit
Responsible for maintaining the web site including to write, edit and maximise SEO Business development including event management, copywriting communications and press releases
Human resource administration for the company owned ‘KELETE’ recruitment business. Assisted in reference checking, interview short listed candidates, writing job advertisements, and uploading and downloading from 'Seek'. Event management for business development, for example I initiated and managed a client ‘breakfast series’ with key speakers in relevant HR topics ie. industrial law changes. This included writing marketing communications, arranging print proofs, creating and implementing a project plan
Chief Operations Officer Mar09–Dec2009
CGI Glass Lewis Pty Ltd Sydney
Manage the day-to-day operations of an international corporate governance organisation with up to twenty staff. The focus of this business is to research, write, edit and publish corporate governance proxy voting papers for ASX and NZSX listed entities for international institutional and corporate clients. Clients include Macquarie Bank, HESTA Super, VicSuper, Barclays Bank, First State Super, CBA, Colonial First State, AMP...
Responsibilities
Create, research, write, edit and publish sustainability investment reviews and ratings papers for an international client base of corporate and institutional investors
Manage a team of corporate governance research analysts, administration and IT staff; of up to twenty staff (including contract seasonal analysts)
Manage human resource functions of the Australian business including; recruitment, payroll, remuneration, training and development, termination procedures, employment contracts and budgets
Review, negotiate, draft and publish tender documents and client contracts
Manage the business; including financial management, debtors and creditors
Business development and client account management
Event management for business development
Board appointed executive director of CGI Glass Lewis
Administration Manager Nov08–Mar09
Contract
Nautilus Marine Insurance
Responsibilities
Data entry and presentation of monthly budgets and management reports using Excel
Financial management: including BAS, accounts payable and receivable, book keeping
Manage compliance documentation and requirements of the ASIC licence
Assist in the editing and publishing of product disclosure documents
Website content management: writing and editing
Writing and editing insurance quotes and polices
Manager
Assistant Manager Dec07–Nov08
RM Williams Melbourne Central
Contract
Responsibilities
Manage store sales and prepare budget and all store reporting
Recruit casual staff
Manage human relations development, training, payroll support and planning stocktaking and store merchandising
Store marketing, promotions and communications
Financial Services Dealers Licensing Analyst Jan07–Dec07
Australian Securities and Investments Commission
To research, write and edit documented reports based on licensing style guide and issue ASIC financial services licenses under the Australian Financial Services Licensing (AFSRA).
Responsibilities
Research and write recommendations and terms for organisations to hold and operate under an ASIC licence
Conduct assessments and review proposals of various entities’ licensing requirements under the AFSRA. Assess financial service providers’ requirements according to the Corporations Act to conduct their financial services operations under the current AFSRA
Develop compliance and risk management projects as required under ASIC requirements
Organisations managed include; banks, superannuation funds, investment managers, online investment products and services, international investment services, CDOs, Futures trading organisations and managed investment products ie. property trusts
Masters of Business Administration Jul05-Jan07
Southern Cross University NSW
Full time student―completed
The human resources unit lecturer requested to publish my final human relations ‘minor’ thesis for use in the human relations unit content and curriculum.
Manager Sustainability Investments Feb04–Aug05
VicSuper Pty Ltd
Contract
The focus of this contract was to establish the corporate governance unit with the investment department. This included to research, write and edit board reports: comprising investment research, investment analysis with a focus on sustainable investment frameworks, corporate governance and sustainability. Sustainable investment asset management of fund’s AUD$2.5 billion investment portfolio with a weekly funds inflow of AUD$20 million.
Responsibilities
Liaise with government and non-government key stakeholders
Research, write, edit and implement investment strategy, asset management and asset allocation with a focus on corporate governance and sustainability
Manage corporate governance and external fund manager accounts
Project management of investment portfolio initiatives ie. ACSI, ASX corporate governance guidelines and policies
Compliance and risk management technical documentation
Initiated an annual corporate governance and sustainable investment manager review process comprising analysis and recommendations for board approval
Prepare monthly board papers and presentation
Copywrite external publications
Investments and Corporate Governance Manager Feb02- Feb04
Hesta Super Fund
Responsibilities
Investment and asset manager for AUD$4B with AUD$50 million weekly cash flow
Development of corporate governance policy and corporate governance audit process
Published articles in―The Financial Review, Super Review and Investor magazine (and various other industry media). Speaker at various industry forums and conferences
Representative of the Australian Council of Superannuation Investors (ACSI) and representative for ACSI on the ASX Corporate Governance Council’s remuneration committee. Writer and editor for the published council’s documents
Research, write, edit and present investment and corporate governance board papers
Liaise and manage investment consultants and fund managers
Preparation and presentation of investment review papers
Participate as a member of the Fund’s executive team
Contribute, copywrite and edit for external publications
Initiate an annual corporate governance and sustainable investment manager review process, comprising analysis and recommendations for board approval
Researched and implemented a five year investment management business plan
Director Financial Planning and Compliance Jun01-Feb02
The Ethical Investment Company of Australia (EICA)
Held own unrestricted ASIC dealers license
Responsibilities
Establish and manage the firm’s national financial planning dealership including; to research, write and present business plans and strategies, open three national offices
Financial planning research, technical writer and editor of financial plans with an ‘unrestricted dealers’ licence
Account management—wholesale and retail clients
Compliance, corporate governance and risk management; including technical writing of procedures and policies
Research and technical writing of sustainable investment product list, financial planning software BGL
Business planning and development – including SMSF’s, expat, HNW, wholesale investors
Recruit and manage team of financial planners and para planners including human resources, organisational development
Marketing activities press releases, communications, radio and seminar presentations
Copywrite external publications and press releases
Member of the board as an executive director, prepare and present monthly papers
Product Manager Jul00–Jun01
Accompli Technologies formally Lonsdale Ltd
Head hunted to this position to build a third generation IT solution for the financial planning market place
Responsibilities
Product manage financial planning software Llink and NetLinkproject management for product development
Participate in strategic business direction with executive team. Manage team of business analysts, technical writers and testers
Consulted to OCBC Bank and Insurance Malaysia in Singapore to sell products, and after completion of the sale to implement and train users
Technical writer and BA functions for financial planning software
Compliance and risk management documentation
Sold the business to Investor Web
Investment and Strategy Analyst
AXA Australia Pty Ltd
Responsibilities
Project manage; and research, write, edit and publish documents (including technical documents) for use in AXA’s three financial planning distribution networks. Areas include; tax, social security, SMSFs, allocated pensions, annuities and investing
Research and write reviews for international and Australian investment products for publication on ‘AXA Australia’s Recommended Investment Product List,’ used by financial planners.
Project manage an end-to-end IT plaform for the three distribution channels including the review and recommendation of financial planning and insurance software
Complete investment analysis, compliance and risk management recommendations and written review documentation
Seconded to work on various financial planning related projects within various AXA departments
Research and write AXA Australia’s investment strategy paper
Financial Planner Jan97–99
RetireInvest
GIO and AMP
Unrestricted Dealers Licence
Responsibilities
Unrestricted license holder providing financial planning services for medium to high net worth clients in the areas of; SMSF, retirement planning, estate planning, insurance and wealth accumulation
Compliance and risk management
Research, write and edit financial plans
Write marketing presentations for conferences and seminars
Para planning—research and write technical financial plans and letters to clients
CRM system use
Key Account Representative Jan94-Jan97
Coca Cola Amatil
Area manager for route sales in Victoria
Manage South East Asia marketing program
Completed CCA sales and marketing program
Achievements
School holiday program co-coordinator and leader; Leggets South Yarra
Articles published in; Financial Review, Super Review, ASX, APRA and IFSA. Research and write articles for general and professional use
Gym and fitness instructor, personal trainer, yoga and vertical dance instructor
Write training programs and group fitness classes for various organisations within Melbourne
Volunteer in child disability services; assist a family to look after their disabled child
Fifteen years in retail sales and management for family owned and operated business
Personal Details
Lisa Fazio
Phone 0427545407
Email lfazio@live.com.au
8 Exley Rd
HAMPTON EAST VIC
Referees
Amanda Miller M 0417922800
Advanced Instructor
Playhouse Polesport
Kerry Turner and or Joanne Antman
Ph (02) 9299 9266
CGI Glass Lewis Practice Managers
Email: lfazio@live.com.au
Location: Exley Rd, Hampton East, Victoria, Australia
Phone: 0427545407