Phuong Nguyen
Office Manager at Rethink Financing- Claim this Profile
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Bio
David L.
I have worked with Phuong at AMP for the past 2.5 years, she has been a great colleague, a great tester and will always be there to help others should she be required. Would love to work with her again in future.
David L.
I have worked with Phuong at AMP for the past 2.5 years, she has been a great colleague, a great tester and will always be there to help others should she be required. Would love to work with her again in future.
David L.
I have worked with Phuong at AMP for the past 2.5 years, she has been a great colleague, a great tester and will always be there to help others should she be required. Would love to work with her again in future.
David L.
I have worked with Phuong at AMP for the past 2.5 years, she has been a great colleague, a great tester and will always be there to help others should she be required. Would love to work with her again in future.
Credentials
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ISTQB
ANZTB
Experience
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Rethink Financing
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Australia
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Banking
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1 - 100 Employee
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Office Manager
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Jul 2021 - Present
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Connect 4 Financial Services Pty Ltd
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Financial Services
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Practice Manager
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Feb 2018 - Jul 2021
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Rubik Group
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Information Technology & Services
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1 - 100 Employee
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Business Analyst
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Feb 2015 - Oct 2016
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Test Analyst
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Jun 2014 - Feb 2015
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Test Analyst
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Oct 2010 - Jun 2014
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Test Analyst
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May 2010 - Oct 2010
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Senior Quality Advice Consultant
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Dec 2009 - Apr 2010
•Assist in the provision of high quality advice tools, technical solutions and support to AMP financial planners, ensuring alignment to industry and professional standards and research and technical strategies.•Respond to planner enquiries allocated by the Advice Service Desk.•Contribute to the process of continual improvement in the quality of technical material provided to stakeholders•Document business requirements for advice documents and support tools to enable IT@AMP to deliver the tools via the approved financial planning software. Show less
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Test Analyst
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Nov 2008 - Dec 2009
• Completing System Testing on AMP Financial Planning software COIN• Planning, creating and completing test scripts, cases and documenting the end results• Following change control procedures to completion • Ensuring compliance and user satisfaction • Providing documentation, reports and summaries of defects and retest• Raising issues and defects to System Test Lead• Writing test scripts based on business requirements documents
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Paraplanner
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May 2008 - Nov 2008
• Active and productive member of AMP Paraplanning team• Construction of Statements of Advice (SOAs) using COIN software • Collaboration with Financial Planners to develop strategies based on key objectives outlined by the adviser• Delivering compliant financial plans to meet client needs• Post Vett status achieved in Super• Interacting with clients and key stakeholders when and where required
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Education
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University of Sydney
Bachelor of Science, Information Systems -
ANZTB
ISTQB Foundation Certification, Information Technology -
Kaplan Education
Diploma in Financial Planning, Financial Planning and Services -
Kaplan Education
Diploma in Financial Planning, Financial Planning