Experience

  • Junior Paraplanner

    at AS White Global

    October 2016 - at Present

    Selangor

    Prepare Statement of Advice documents, financial modelling and other financial planning documents via XPLAN Middle person between financial firm in Sydney and Australian Insurers and Superannuation companies. Conduct Market and Superannuation research, analyze client’s accounts and update advisers on client’s changing financial situation Use XPLAN, to look to market to choose best insurance covers for clients and advise advisers Others Involved in hiring new employees for the team Manage the underwriting & administrative teams Provide on-the-job training for new employees Proactive involvement in the continual improvement of business processes and development of new role alongside Practice Manager Presentations to Australian clients when required ; in Malaysia and offshore offices (Vietnam and Philippines)

Education

  • Bachelors Degree

    at Monash University

    2013 - 2016 (3 years) Selangor

  • Bachelors Degree

    at Monash University

    2013 - 2016 (3 years) Selangor

Languages

  • English Native

  • Malay Conversation

Hives