ABOUT
My Records Ready
A career of caring for
‘Other People’s Money’
Denise O’Shannessy B.Bus MBA J.P.(Qual.) DFP
Founder of My Records Ready
has over 30 years working in investment administration.
She has worked in operational management and client service roles with corporate trustee companies and asset custodians, servicing managed funds and superannuation clients.
Experience
- Assistant General Manager at a major Trustee Company
- Vice President at a Global Custodian
- Consultant to multi-million dollar superannuation funds and investment funds
- Project Manager in the investment industry including overseeing fund mergers
- Experience with a wide range of investments
Formal Qualifications
- Justice of the Peace (Qualified)
- Bachelor of Business (Accounting)
- Master of Business Administration
- Diploma of Financial Planning
- Certificate IV in Accounting and Bookkeeping
What am I
passionate about?
- Financial independence at any age
- Financial literacy for all
- Personal responsibility and accountability
- Helping people to be administratively efficient
- reducing stress
- making a positive difference
- simplifying finances
- Documenting procedures
- Making sure things are done correctly
What do my skills and
experience offer?
- Attention to detail
- Problem solving / breadth of knowledge
- Defined processes; documentation
- Investment administration
- Project management expertise
- Computer literacy
- Supportive, coaching style support
- Process improvement mind set