Looking for a job

Venmathi Senthilnathan

@venmathisenthilnatha

Paraplanner at Pure Private Wealth preparing compliant Statements of Advice and researching Australian superannuation options.

India

Message

At Pure Private Wealth, I support senior advisers with tailored strategies for wealth creation, retirement planning, and risk management. I prepare compliant Statements of Advice using Xplan and research Australian superannuation funds, including their performance, fees, and features.

I also manage financial operations and bookkeeping at Pure Private Wealth, using QuickBooks and Xero for reconciliations and reporting. My work includes Stripe invoicing, GST and BAS reporting, and updating the Pure Operations Manual.

As an Accounting trainee at Duraisami associates, I prepare financial statements, assist with tax returns and audits, and analyse financial data. Earlier, in banking operations at Axis bank ltd, I handled customer transactions, loan applications, and banking queries.

Experience

Work history, roles, and key accomplishments

Current

Paraplanner

Current

Pure Private Wealth

Mar 2025 - Present (1 year 8 months)

Support senior advisers in developing tailored financial strategies and prepare compliant Statements of Advice using Xplan. Conduct insurance needs analysis and super-to-super research to recommend suitable risk cover and fund options.

Xplan Financial Planning Insurance Needs Assessment Superannuation Compliance ASIC Guidelines Customer Relationship Management CRM

Current

Financial Operations & Bookkeeping Manager

Current

Pure Private Wealth

Oct 2024 - Present (2 years 1 month)

Manage bookkeeping, reconciliation, and financial reporting using QuickBooks and Xero. Oversee Stripe invoicing, expense management, and operational workflows to ensure accuracy and compliance.

Quickbooks Xero Stripe Google Sheets Financial Reporting Bookkeeping Reconciliations Expense Management GST Bass ConnectTeams

Current

Accounting Trainee

Current

Duraisami Associates

Aug 2022 - Present (4 years 3 months)

Perform accounting tasks, prepare financial statements, and assist with tax returns and audits. Conduct data analytics and provide insights to management.

Quickbooks Xero Freshbooks SAGE Financial Statements Tax Preparation Audit Data Analysis

Banking Operations - CSO & Teller

Axis Bank Ltd

Jan 2016 - Dec 2019 (3 years 11 months)

Managed day-to-day banking operations, including customer service, transaction processing, and compliance. Handled loan applications, credit checks, and vendor management to ensure SLA adherence.