Ting Chen
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Ting Chen Email & Phone Number

Remediation File Assessor | Critical Thinking | Customer Centric at NAB
Location: Brisbane, Queensland, Australia 6 work roles 3 schools
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Current company
NAB
Role
Remediation File Assessor | Critical Thinking | Customer Centric
Location
Brisbane, Queensland, Australia
Company size
28659 employees

Who is Ting Chen? Overview

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Quick answer

Ting Chen is listed as Remediation File Assessor | Critical Thinking | Customer Centric at NAB, a company with 28659 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Ting Chen.

Ting Chen previously worked as Financial Advice Remediation Assessment Consultant at Nab and Lending Remediation Operations Officer Role (secondment) at Westpac. Ting Chen holds Advanced Diploma, Financial Planning from Kaplan Professional.

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Email format at NAB

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NAB

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Profile bio

About Ting Chen

Over 13 years' experience in financial planning and banking (Westpac and Commonwealth Bank) and boutique firms as a detail-oriented and high-performing Remediation File Assessor and Senior Paraplanner. Proficient in financial advice risk & compliance assessment, provision of paraplanning support and coaching new team members. Strong communication skills with stakeholders and ability to manage competing priorities. Detailed industry knowledge coupled with excellent attention to detail ensures a high level of accuracy on information provided. Strong problem solving and critical thinking skills to identify core issues and ensure best outcomes for both the customer and the organisation

Current workplace

Ting Chen's current company

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NAB
Nab
Remediation File Assessor | Critical Thinking | Customer Centric
melbourne, victoria, australia
Website
nab.com.au
Employees
28659
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6 roles · 18 years

Ting Chen work experience

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Financial Advice Remediation Assessment Consultant

Current
Nab

Brisbane, Queensland, Australia

  • Analyse financial advice provided by advisers to assess the appropriateness of the advice provided.
  • Ensure timely, effective and professional resolution where inappropriate advice is determined.
  • Apply the correct processes, including risk management policies, to ensure consistent processes and outcomes that align with methodology and guiding principles.
Apr 2022 - Present

Lending Remediation Operations Officer Role (Secondment)

Westpac
  • Validating pricing errors identified at review, prepare and review calculations, update systems
  • Executing margin adjustments and perform secondary checks
  • Liaising with Relationship Managers to notify customers of errors and refunds
Sep 2021 - Mar 2022

Remediation File Assessor

Westpac

Adelaide, Australia

  • Providing expedient high-quality assessment and feedback of financial planning files to the various businesses within advice
  • Assessing advice and service quality against a range of licensee and regulatory criteria
  • Documenting assessment outcome, compensation parameters and further requirements
2019 - 2021 ~2 yrs

Senior Paraplanner

Westpac
  • Working closely with advisers to provide timely, professional and high-quality Statement of Advice documents
  • Analysing and developing complex strategies that are in the client’s best interest and compliant with all relevant legislation and business rules
  • Reviewing client files for compliance and alignment to business rules and regulatory obligations
2015 - 2019 ~4 yrs

Paraplanner

Cba
  • Partnering with advisers to ensure the appropriateness of documentation, client strategies, fees, product recommendations, and delivery of compliant advice
  • Ensuring that the content of Statements of Advice is consistent, accurate and meets current service and regulatory requirements
  • Keeping abreast of internal templates, policy and procedure changes to assess their impact on and apply those changes to Statements of Advice and the advice provided
2010 - 2015 ~5 yrs

Paraplanner

Thornton Group
  • Preparation of comprehensive financial plans; Statements of Advice, Records of Advice, Reviews and Strategy Papers
  • Modelling via Xplan Xtools Plus
  • Liaising with Fund Managers, Advisers and clients to resolve queries
2008 - 2010 ~2 yrs
Team & coworkers

Colleagues at NAB

Other employees you can reach at nab.com.au. View company contacts for 28659 employees →

NS Neha Singh Neha Singh Colleague at Nab Lucknow, Uttar Pradesh, India, India View → BA Bhuvan Ahuja Bhuvan Ahuja Colleague at Nab Greater Melbourne Area, Australia View → CS Ceyhan Sanli Ceyhan Sanli Colleague at Nab Greater Melbourne Area, Australia View → MK Michelle Kin Michelle Kin Colleague at Nab Singapore, Singapore View → TA Tuan Anh Pham Tuan Anh Pham Colleague at Nab Greater Sydney Area, Australia View → MT Martha Tellez Martha Tellez Colleague at Nab Bogota, D.C., Capital District, Colombia, Colombia View → DJ Darcy Jordan Darcy Jordan Colleague at Nab Melbourne, Victoria, Australia, Australia View → GM Glenn Miranda Glenn Miranda Colleague at Nab Greater Melbourne Area, Australia View → AC Aileen Chia Aileen Chia Colleague at Nab Melbourne, Victoria, Australia, Australia View → PN Phat Nguyen Tan Phat Nguyen Tan Colleague at Nab Vietnam, Viet Nam View →
3 education records

Ting Chen education

Bachelor'S Degree, International Finance

Southern University Of China

Master Of Applied Economics

University Of Adelaide

Graduated with a Distinction average and was awarded the Dean's Merit List - School of Economics

FAQ

Frequently asked questions about Ting Chen

Quick answers generated from the profile data available on this page.

What company does Ting Chen work for?

Ting Chen works for NAB.

What is Ting Chen's role at NAB?

Ting Chen is listed as Remediation File Assessor | Critical Thinking | Customer Centric at NAB.

Where is Ting Chen based?

Ting Chen is based in Brisbane, Queensland, Australia while working with NAB.

What companies has Ting Chen worked for?

Ting Chen has worked for Nab, Westpac, Cba, and Thornton Group.

Who are Ting Chen's colleagues at NAB?

Ting Chen's colleagues at NAB include Neha Singh, Bhuvan Ahuja, Ceyhan Sanli, Michelle Kin, and Tuan Anh Pham.

How can I contact Ting Chen?

You can use AeroLeads to view verified contact signals for Ting Chen at NAB, including work email, phone, and LinkedIn data when available.

What schools did Ting Chen attend?

Ting Chen holds Advanced Diploma, Financial Planning from Kaplan Professional.

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