Fiona Lucas
smsf client services manager at linked financial & superannuation services@ N/A
Toowoomba, Queensland, Australia
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Fiona Lucas is a highly experienced professional with over 20 years of work experience in the Accounting Industry. She has a strong background in accounting, payroll, budgets, customer service, and performance management. Fiona has worked in various roles, including Personal Assistant to a senior partner, where she handled various tasks such as schedule management, staff supervision, client liaison, records management, and office meetings. She also has extensive knowledge of company secretarial matters and SMSF administration. Fiona's expertise and extensive work experience make her a valuable asset in any organization.
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Emails and Phone Numbers

@linkedfinancial.com.au
@calibreadvisors.com.au
+1 908755****
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About

Fiona has worked in the Accounting Industry for over 20 years following her completion of a Diploma of Business Administration from the Sarina Russo Institute of Technology. The majority of this time was in the position as Personal Assistant to the senior partner, where a broad range of duties were carried out including; schedule management; staff supervision & training; client liaison; records management; organising & running office meetings & corporate compliance. Fiona’s many years of corporate compliance work has provided her with a broad knowledge & understanding of the issues pertaining to company secretarial matters and SMSF administration.

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Work Experience

201 King St, San Francisco, California, US

Accounting

56
Phone
+1 9087555423
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Fiona Lucas's Professional Milestones

  • Practice Manager (2015-03-01~2014-03-01): Successfully implemented a comprehensive practice management plan to streamline processes and improve efficiency.
  • Manager (2018-11-01~): Successfully implemented streamlined processes, resulting in increased efficiency and improved productivity.
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