Chung Hung Wan

Paraplanner at Smith Coffey
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Perth Area

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Credentials

  • Learning to Walk the Talk
    RMIT University
    Sep, 2020
    - Nov, 2024
  • Presenting Using Story
    RMIT University
    May, 2020
    - Nov, 2024
  • Fact Check
    RMIT University
    Mar, 2020
    - Nov, 2024
  • Leadership and Decision Making
    RMIT University
    Mar, 2020
    - Nov, 2024
  • Building Cultural Intelligence
    RMIT University
    Aug, 2019
    - Nov, 2024
  • Managing Money
    RMIT University
    Jun, 2019
    - Nov, 2024
  • Quantitative Methods
    RMIT University
    Jun, 2019
    - Nov, 2024
  • Developing Global Leadership
    RMIT University
    Apr, 2019
    - Nov, 2024

Experience

  • Smith Coffey
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Aug 2022 - Present

      • Recommended to clients strategies in cash management, insurance coverage, investment planning and other areas to help them achieve financial goals. • Implemented financial planning recommendations • Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment. • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. • Recommended financial products, such as stocks, bonds, mutual funds, and insurance. • Informed clients about tax benefits, government rebates and other financial benefits of alternative fuel vehicle purchases and energy-efficient home construction, improvements and remodeling.

  • Waterlogic Australia
    • Australia
    • Food and Beverage Services
    • 1 - 100 Employee
    • Accounts Receivable Accountant
      • Nov 2021 - Jul 2022

      My responsibility is to ensure customer's payment allocate to the correct invoice and monitoring the money receive system. Besides, my daily work include replies email, reconcile bank book, bookkeeping and performs direct debit task. After I joined this company, the work efficient has increase and allocation issue has been decreased. - Handle 300+ Transaction Per Day - Perform Direct Debit - Prepare Bank Reconciliation For Month End Task - Decrease Daily Payment Allocation Task by 2 Hours

  • Hwaithing
    • Store Cashier
      • Jul 2021 - Feb 2022

      My role is to take orders from customers, stock control, and prepare cash for the beginning and end of the restaurant's operation. The order error has decreased after I joined the company as I had ordertaking skills in my previous job and the cash accuracy in the system is above 95%. - Cash handling - Build retail food software - Good information listener - Problem Solving - Able to work in an intensive environment My role is to take orders from customers, stock control, and prepare cash for the beginning and end of the restaurant's operation. The order error has decreased after I joined the company as I had ordertaking skills in my previous job and the cash accuracy in the system is above 95%. - Cash handling - Build retail food software - Good information listener - Problem Solving - Able to work in an intensive environment

  • Mao Please
    • Australia
    • Retail Groceries
    • Food Server
      • Mar 2018 - Dec 2020

      My responsibility is to provide table services to the customer and ensure all their requests get known and done by me. After I joined this role, the customer complaint rate has decreased. The repeat customer rate has increased significantly. However, after Western Australia had opened the border, I decided to end the three-year employment relationship to pursue my Master's certificate. - Develop customer relationship-building skill - Problem-solving skill - Develop communication confident level - Focus ability to pay attention to small details

  • Sun Accountant
    • Tax Accountant
      • Dec 2019 - Mar 2020

      As an internship within a tax accounting firm, my role involves supporting the team by gathering incomplete data, inputting relevant data in the software, and finalizing the report. I had significantly improved the tax-return process by collecting all the required data and entering it into the system to help the company meet the deadline required by each customer. -Build a customer's files -Gathering client's data -Generate client's report -Research new tax policy, apply and explain to head manager -Software: Handitax and MYOB

Education

  • Edith Cowan University
    Master's degree, Accounting
    2021 - 2022
  • RMIT University
    Economics and Finance, Finance
    2018 - 2021
  • Taylor's College
    SOUTH AUSTRALIAN MATRICULATION (SAM), Business/Commerce, General
    2017 - 2017

Community

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