Hi, I'm Shane Malloy. I am a highly driven professional with experience as an Associate Financial Advisor and Project Manager. I combine analytical expertise and strategic planning to help clients achieve their financial goals while drawing on experience planning and managing complex projects. People describe me as ambitious, positive, and a problem-solver. I thrive in dynamic environments and am dedicated to delivering exceptional results while building strong, long-term relationships.

Shane Malloy

Hi, I'm Shane Malloy. I am a highly driven professional with experience as an Associate Financial Advisor and Project Manager. I combine analytical expertise and strategic planning to help clients achieve their financial goals while drawing on experience planning and managing complex projects. People describe me as ambitious, positive, and a problem-solver. I thrive in dynamic environments and am dedicated to delivering exceptional results while building strong, long-term relationships.

Available to hire

Hi, I’m Shane Malloy. I am a highly driven professional with experience as an Associate Financial Advisor and Project Manager. I combine analytical expertise and strategic planning to help clients achieve their financial goals while drawing on experience planning and managing complex projects.

People describe me as ambitious, positive, and a problem-solver. I thrive in dynamic environments and am dedicated to delivering exceptional results while building strong, long-term relationships.

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Language

English
Fluent

Work Experience

Associate Financial Advisor at Partners OHM
May 1, 2023 - May 1, 2025
Built and maintained trust-based relationships with over 180 client households, providing ongoing support and guidance across a wide range of financial tasks. Consistently delivered high-quality service, exceeded performance expectations, and contributed to the team's ongoing success. Improved processes and best practices to ensure efficient and effective task completion.
Project Manager - Internship at ONE Casey
June 1, 2022 - December 1, 2022
Developed and led a comprehensive project plan for integrating Exercise Physiology departments across three community facilities. Managed multiple projects, produced a full project plan, timeline (Gantt), financial forecasts, P&L summaries, and a stakeholder presentation. Collaborated with multidisciplinary teams across roles.
Clothing Salesman at Connor Clothing
January 1, 2019 - March 1, 2020
Supported management with daily operations, provided tailored product recommendations to customers, and helped the team achieve monthly sales targets while maintaining a positive work environment.
Deliveries (Part Time) at Australia Post
January 1, 2014 - May 1, 2018
Delivered in fast-paced environment; demonstrated reliability, friendliness, and willingness to assist; managed time to complete tasks within deadlines.
Produce Worker and Retail Cashier at Woolworths
January 1, 2011 - February 1, 2016
Delivered high-quality customer service, resolved inquiries, and maintained inventory. Rotated produce on display following FIFO; supported store operations.

Education

Bachelor's Degree, Accounting and Commerce at Federation University Australia
January 13, 2020 - December 1, 2022
High School Diploma (VCE) at Lakes Entrance Secondary College
January 11, 2030 - November 1, 2014

Qualifications

Add your qualifications or awards here.

Industry Experience

Education, Financial Services, Professional Services, Retail, Other