Experience

CG Gold
• Australia
• Financial Services
• 1 - 100 Employee
• Paraplanner

  • May 2022 - Present


Goh Financial Advisers

• Financial Services
• 1 - 100 Employee

• Administrative Assistant/Risk Researcher

  • Aug 2021 - Apr 2022

  9 months of consistent experience in the core administrative duties of a financial planning office as well as the core duties of a junior paraplanner. 1. Filtering the telephone and greeting the clients at the front office 2. Setting up the board room and preparing materials for initial and review meetings 3. Inputting the client's financial data and updating them in time 4. Liaising the third parties to obtain the client's financial information 5. Developing the preliminary strategies for a paraplanner 6. Reviewing the SOA and ROA for a paraplanner 7. Preparing SOA presentation slides for financial adviser’s SOA presentation meeting 8. Implementing the agreed strategies by filling and submitting the relevant forms 9. Attending the training webinars offered by Licensee Show less



AMP

• United Kingdom
• Financial Services

• SOA Competitor

  • Mar 2020 - Sep 2020

  - Participated in the prestigious AMP competition for Financial Planning Graduates - Achieving the rank of TOP Quintile out of the total submissions of 170 - Participated in the prestigious AMP competition for Financial Planning Graduates - Achieving the rank of TOP Quintile out of the total submissions of 170