Personal Information

Name: Megan Elizabeth Miller

Address: 61 Dover Road

Scarborough WA

Phone: 0406 424 451

Date of Birth: 23 January 1985

Gender: Female

Education & Professional Development

Successful completion of TEE year 12 at Canning College

Successful completion of TEE year 11 at La Salle College

Successful completion of years 1-10 at Toodyay District High School

Certificate II in Hospitality Business Operations

Successful completion of Responsible Service of Alcohol Course – Nationally Accredited

Successful completion of Wine Appreciation Course 2005 - International Accredited)

Successful completion of Learn Dutch 1 and 2

Attendance at Administrative Assistant s Conference 13 August 2010

Attendance annually at Perth PA Summit

Successful completion of HLTFA211A Provide Basic Emergency Life Support 2013

Successful completion of HLTAID002 Provide Basic Emergency Life Support 2016

Successful completion of HLTAID001 Provide Cardiopulmonary Resuscitation 2016

Successful completion of HLTAID003 Provide First Aid 2016

Successful completion of Mental Health First Aid 2015

Member of the Executive Assistant Network Australia

SunSmart Association - Accredited Spray Tan Technician

Employment Summary

HBF Health Limited (August 2014 to Present)

HBF is WA's leading health insurer and Australia's fourth not-for-profit health fund. A leading provider of home, car and

travel insurance with more than 880 employees, 19 branches and a brand new head office in the Perth CBD.

HBF is a true health partner, making healthy happen every day, and leading the way to enabling better health right across

Australia.

Executive Assistant to the Chief Executive Officer

Provide an exceptional level of administrative and secretarial support to the CEO of WA’s largest Health Fund

and Australia’s fourth largest Health Fund

Constantly working through complex and ever changing travel arrangements including researching local venues,

weather and directions to make the CEO’s life easier

Event co-ordination for events held both onsite and offsite

Provide a high level of personal support to the CEO and the CEO’s family

Maintaining a professional and calm demeanor when under pressure

Foresee issues before they arise and respond accordingly

Take notes or minutes of various Board, Board Committee, stakeholders and other meetings when and if

required

Check details in all paperwork working with others as necessary

Identify and take any follow up action arising from the notes that are required

Efficiently manage all communication to CEO by screening 100% of all emails, calls and letters. Determine which

require priority and bring to CEO attention and which communication is appropriate to deal with independently

Deal with matters requiring attention, or refer them to the appropriate person in the absence of the CEO

Respond to all correspondence addressed to the CEO

Prepare high quality letters and presentations for CEO

Regularly working alongside the Public Relations team and external Media companies to arrange CEO public

announcements, photoshoots and interviews

Ensure CEO is presented correctly for all events and has no element of surprise

Prioritise and ensure that reports, business papers and correspondence are dealt with efficiently and promptly

without the CEO’s input if possible

Advice the CEO of matters requiring personal attention, with associated deadlines, and preparing relevant

documentation

Plus all regular Executive Assistant duties as specified in the roles below

Executive Assistant to the Executive General Manager – Member Relationships (consisting of 50% of the HBF

business)

Provide an exceptional level of administrative and secretarial support to the EGM of Member Relationships -

which is a department that manages over 50% of the HBF business

Constantly working through complex and ever changing travel arrangements including researching local venues,

weather and directions to make the EGM’s life easier

Event co-ordination for events held both onsite and offsite

Provide a low level of personal support to the EGM

Maintaining a professional and calm demeanor when under pressure

Foresee issues before they arise and respond accordingly

Take notes or minutes of various department meetings

Check details in all paperwork working with others as necessary

Identify and take any follow up action arising from the notes that are required

Efficiently manage all communication to EGM by screening emails, calls and letters. Determine which require

priority and bring to EGM attention and delegate when required or independently action

Deal with matters requiring attention, or refer them to the appropriate person in the absence of the EGM

Prepare high quality presentations for EGM

Attend meetings for the purpose of providing administrative support, including preparation of agendas, minute

recording, actions and follow-up

Maintain accurate filing and contacts records

Co-ordinate and distribute monthly reports

Monitor and initiate appropriate actions to enable the delivery of required outcomes from the Operational and

Strategic Business Plan

Monitor, analyse and follow up on monthly budget variances and report any anomalies

Manage invoicing, payment of accounts, petty cash and staff incentive awards register

Improve department image through customer relations and support

Professional communication and interaction with all stakeholders modelling effective relationships

Co-ordinating travel arrangements as needed by the Member Relationships Team and Branches. Organising

conference bookings and guest speakers as required

Follow guidelines to ensure increased efficiency and continuous savings

Assist employees internally with bookings for meeting rooms, equipment, workshop venues, catering, phone

coverage and other general assistance requests

Obtain budget estimates, organise menus/dietary requirements, room setup and technology requirements for

external venues

EA to the Chief Executive Officer of Members Own Health Fund

(6 month project – Melbourne Based CEO)

In 2014 a group of not-for-profit and mutual health funds joined forces to communicate the advantages they provide

over funds driven by the needs of shareholders and overseas owners. This idea to join forces was created by the HBF

CEO.

The HBF CEO selected myself to work with the CEO of Members Own Health Fund for a period of six months as we

prepared to launch Members Own Health Funds to the general public. This project was an additional task for me, as I was

still required to continue my role as Executive Assistant to the Executive General Manager of Member Relationships.

Members Own Health Funds (MOHF) launched February 2015 and had an immediate impact.

Exceptional organisation of Monthly MOHF Committee Meetings, involving the diary coordination via liaising with

the Executive Assistants of 14 different CEO’s across Australia

Required to travel bi-monthly to Melbourne to attend and take notes/minutes for the Monthly MOHF Committee

Meetings

Efficient distribution and follow up of minutes and actions

Check details in all paperwork working with others as necessary

Regularly working with the Melbourne based external Media companies to arrange launch events, public

announcements, photoshoots and interviews

Collation of logo feedback, launch video feedback, external consumer feedback and marketing material

Point of contact for the CEO’s of the 14 involved not for profit health funds

Ernst & Young (June 2009 – August 2014)

Executive Assistant to the Business Unit Director

The role of the Perth Assurance Business Unit Direct or EA is to also act as the Perth Assurance EA Coordinator

Co-ordinate and manage the EA group to ensure all EA’s have a consistent and fair workload

Provide help and guidance on any issues between EA’s and EA’s, Partners and/ or staff in a professional and

discreet manner

Be the first point of call for Partners or staff if they have any issues with an EA or how EA’s work within Assurance

Be heavily involved in the recruitment process and replacement of EA’s. This is including conducting phone

screening interviews (when required) and leading the first round interviews

Training new EA’s and ensuring the correct EYA induction process is followed

Monitoring L&D – Making sure the EA group get opportunities for training and attending networking events

Co-ordinating and approving annual leave for the EA group to ensure that there is adequate support

Monitor Partner, Executive Director and Manager’s feedback on EA’s to ensure the EA’s are meeting the required

standard

Holding monthly EA meetings to talk about ongoing issues, e.g. changes to ST&C’s, changes in formatting,

internal processes, etc

Liaise with the other BUD EA’s on firm wide issues

Provide guidance and mentor support to the Administration Assistant

Being heavily involved in the discreet management of an AA with development issues. This process included the

initial feedback with development points and then the close management and support

Assisting with the sensitive process of terminating employment of an AA within the probation period

Level 3 First Aid Officer

Training new administration staff on the policies and safety procedures of Assurance in a one on one capacity

Providing the Business Unit Director with exceptional and professional support, including being available after

hours and on the weekend should it be required

Organising Partner dinners and Non-Executive events for priority clients and targets

Managing the distribution of Assurance publications

Ensuring the EA’s are updating the systems with Partner CPE and CRM information

Assist Partners in maintaining and distributing monthly meeting documents

Extensive diary and email management including answering emails on behalf of the Business Unit Director

Screen calls, enquiries and requests with a high level of professionalism

Liaising directly with clients to schedule audit planning meetings and other audit meetings

Co-ordination of Annual General Meeting documentation for key accounts

Reconcile budgets and expenses for the Business Unit Director weekly

Organisation of write offs, payment of accounts, and aged invoices

Creation of bills to be sent to the billings team

Co-ordination of international and domestic travel, accommodation, injections and visa’s

Provide support to an additional partners when required

Update and maintain key client details using the CRM database

Managing confidential project and fee information and files

Providing a high level of formatting on tenders and proposals

Preparation of proposals, audit reports, independence declarations, closing reports, and audit plans

Training of Audit staff of new policies and procedures

Assisting the Marketing department in the co-ordination of the Financial Reporting Update event, including

providing executive support at the event

Research and compile information on target clients

Transferring time and submitting weekly timesheets for Business Unit Director

Following up Managers and Executive Directors for updates on audit work

Managing the co-ordination of the Partner and Executive Director monthly meetings

Managing the co-ordination of the Senior Accountant and Accountants monthly meetings

Managing the co-ordination of the Assurance quarterly meetings

Managing the co-ordination of the Assurance GPPM process

Executive Assistant to two Senior Partners

(Assist ant to Mining and Met as Leader for Western Australia and West ern Region Entrepreneur Leader)

Co-ordination of the 2011 Ernst & Young Diggers and Dealer s Party at the Palace event in Kalgoorlie

including all logistics of the event , attending the event , ensuring client safety, setting up the event, client

greeting, managing budget and successful execution of the event

Co-ordinating and minute taking for 10 priority accounts and distribution of concise minutes to account

team

Training new administration staff on the policies and safety procedures of Assurance in a one on one

capacity

Level 3 Floor Warden and Fire Warden

Organise Executive mining dinners and Non-Executive events for priority clients and targets

Assist Partners in maintaining and distributing Mining and Metals monthly meeting documents

Extensive diary and email management

Screen calls, enquiries and requests with a high level of professionalism

Liaising directly with clients to schedule audit planning meetings and other audit meetings

Co-ordination of Annual General Meeting document at ion for key account s

Reconcile budgets and expenses monthly through Concur

Organisation of write offs, payment of accounts, billing, and aged invoices

Co-ordination of international and domestic t ravel, accommodation, injections, and visas

Provide support to an additional 5 partners when required including the assurance Lead Partner

Manage the team of Executive Assistants and Admin Assistants within assurance when required

Update and maintain key client details using Interaction database

Managing confidential fee information and files

Providing a high level of formatting on tenders and proposals to Partners and Executive Directors

Preparation of proposals, audit reports, independence declarations, closing reports and audit plans

Training of audit staff of new policies and procedures

Assisting Peter McIver and Marketing department in the co-ordination of the Entrepreneur of the Year

program, including providing executive support on the awards night

Research and compile information on target clients

Transferring time and submitting weekly timesheets for Partners

Following up Managers and Executive Directors for updates on audit work on behalf of my Partners

Sending out and preparing all mail for Managers and Partner s

KPMG – Audit Division (May 07 – April 09)

Personal Assistant

(Assist ant to Lead Partner in oil and gas and 4 audit Managers)

Formatting and tender preparation

Scheduling and management of all areas of client and internal meetings on a daily basis.

Prepare proposals to ensure meeting deadlines

Provide effective support to the induction of new starters to audit division

Prepare and make amendments to reports including WIP transactions and billing

Accurately maintain and update client records in the MyClients database

Transferring and submit Partners timesheets weekly

Preparing monthly client data integrity reports for Managers

Organise and distribute agendas for oil and gas meetings, various teleconferences and global video

conferences

Providing administrative support to Managers when required

Preparation and formatting of professional audit reports for half year reporting

Answering clients queries where applicable

Providing a high standard of professionalism when liaising with clients

Contact point for all level of employers for support with such databases as MyClients, MyEngagement,

Microsoft Office, Outlook and SAP

Extensive email, diary and expense management

Travel arrangements both international and domestic through HRG

Co-ordination of community group outings and meetings

Preparing legal documents, emails and present at ions for Partners

Update Audit retain administrator with leave arrangements for Managers and Partner

Enroll staff on relevant courses and t raining

Sending out and preparing all mail for Mangers and Partners

PricewaterhouseCoopers – Actuarial and Insurance Division (April 04 – May 07)

Personal Assistant

(Assist ant to Assurance Director and three Consult ants)

Schedule meetings for team and maintain diary entries for the Director

Organise fortnightly meeting notes including formatting, typing changes, printing, collating and

distributing to relevant staff members

Organise and prepare interstate travel for Consultants and Directors

Answer telephone calls in a professional manner and directing calls accordingly

Greeting clients in both the office and at events held by the Actuarial team

For mat reports, tenders and presentations to PricewaterhouseCoopers standards

Extensive use of Microsoft Office

Distribution of marketing materials – organising mail merge of cover letters from client lists, printing,

stapling, binding, enveloping marketing material

Updating and maintaining client details on a regular basis

Management of POWER networking, provisions, expenses and billing on a weekly basis

Research for Consult ants using APRA and PHIAC

Co-ordinate meeting logistics – rooms, projectors, whiteboards, food & drink, attendees

Implement new procedures to reduce administration time spent by Directors

Preparation of City of Perth packs and distribution to Trustees

Preparation and organisation of small functions and group activities

Lone Wolf Trading Company/ Avonbrook Wines – Family Business (2001 -ongoing)

Office Assistant and Wine Specialist

Referees

Gavin Buckingham, EY

Sasha Pendal, HBF