Lisa Duong DipPFS

Trainee Paraplanner at Apogee Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, UK
Languages
  • Cantonese Limited working proficiency
  • English Native or bilingual proficiency
  • Mandarin Limited working proficiency
  • French Limited working proficiency

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Bio

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Credentials

  • Certificate in Financial Services
    Chartered Insurance Institute
    Jan, 2023
    - Sep, 2024
  • Diploma in Financial Planning
    Chartered Insurance Institute
    Jan, 2023
    - Sep, 2024
  • Foundations of Decentralized Finance (DeFi)
    LinkedIn
    Sep, 2022
    - Sep, 2024
  • Diploma In Regulated Financial Planning
    Chartered Insurance Institute
    Jul, 2022
    - Sep, 2024
  • Financial Basics Everyone Should Know
    LinkedIn
    Sep, 2021
    - Sep, 2024
  • Managing Your Personal Finances
    LinkedIn
    Sep, 2021
    - Sep, 2024
  • Teaching English as a Foreign Language (TEFL)
    The TEFL Org | Market Leading Provider Of Courses To Teach English As A Foreign Language
    Oct, 2020
    - Sep, 2024
  • Bronze Duke of Edingburgh Award
    The Duke of Edinburgh's Award
    Jul, 2011
    - Sep, 2024

Experience

  • Apogee Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Paraplanner
      • Feb 2023 - Present
  • Camargue Chambers LLP
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Administrator
      • Oct 2022 - Feb 2023

      - Loa process, start to finish, liaising with providers - Preparing illustrations - Obtaining valuations for client meetings - Fund comparison reports using Defaqto - Writing annual review reports - Ensure fact finds, client questionnaires and meeting notes fully support the advice given - Submitting business - Ensuring compliance with Quilter's wealth management policies, including completion of e learning modules and computer based training. - Loa process, start to finish, liaising with providers - Preparing illustrations - Obtaining valuations for client meetings - Fund comparison reports using Defaqto - Writing annual review reports - Ensure fact finds, client questionnaires and meeting notes fully support the advice given - Submitting business - Ensuring compliance with Quilter's wealth management policies, including completion of e learning modules and computer based training.

  • MOFFATT FINANCIAL PLANNING LIMITED
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Paraplanner
      • Sep 2021 - Oct 2022

      - Created detailed Portfolio reports, Risk Profiling reports, fund charts and progress review reports using Dynamic Planner. - Produced Select a pension, pension switching reports. - Created detailed Portfolio reports, Risk Profiling reports, fund charts and progress review reports using Dynamic Planner. - Produced Select a pension, pension switching reports.

  • Burberry
    • United Kingdom
    • Luxury Goods & Jewelry
    • 700 & Above Employee
    • Sales Associate
      • Oct 2016 - Sep 2021
  • Hollister Co.
    • United States
    • 1 - 100 Employee
    • Brand Representative
      • Jan 2014 - Oct 2016
  • Summer Palace Restaurant
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Waitress
      • Jan 2014 - Oct 2016

Education

  • University of Liverpool
    Bachelor of Arts (B.A.), International Business
    2013 - 2016

Community

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