Andrew Chu Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Auckland, New Zealand

As a Paraplanner, I would work alongside ANZ's Financial Advisers across New Zealand with formulating compliant investment advice documents and investment plans. Within the Advice Delivery team, my responsibilities included:• Producing holistic advice documents – identifying whether proposed investment solutions are aligned with client's personal and financial goals, and if not, formulating appropriate strategies to do so;• Acting as a second line of defence - ensuring ANZ's investment advice is compliant. Simply put, I ensure that the advice 'makes sense';• Ongoing compliance – ensuring advice documents and processes satisfy internal and industry wide regulations and legislation;• Constant improvement in processes and efficiency – keeping our advice documents compliant and ensuring the processes we have implemented are efficient.

Auckland, New Zealand

The club president acts as the chief executive officer of a club and is responsible for fulfilling the overall mission of the club. The president presides at club meetings and club executive committees, appoints all committee members, and has general supervision of the operation of this club. The club President also serves as one of the Club’s representatives on Area and District Councils.

Auckland, New Zealand

My role at deVere New Zealand involved supporting the wider New Zealand office and Financial Advisers with our existing client book. Within the client services team, my responsibilities included:• Portfolio reviews, management and monitoring – carrying out 'snapshot' reviews, ensuring clients investment strategies are aligned with their financial goals and objectives, and ongoing monitoring of existing insurances & portfolios;• New business – generating client referrals and discovering areas for business development. Analysing gathered information to determine new opportunities to assist clients;• Exceptional client servicing – corresponding to client queries and requests which may include concerns pertaining to investment risks, the overall investment market, the client's individual portfolio, financial planning etc. Attending client meetings including prospective reviews.• Ongoing compliance – ensuring current and new business complies with the AML/CFT Act 2009, as well as internal compliance/regulatory processes.

Auckland, New Zealand

The Vice President Education ('VPE') is the second ranking club officer and a pivotal role in the success of any Toastmasters club. VPEs are responsible for planning, organizing and directing a club program which meets the educational needs of the individual members. During the two years where I fulfilled the VPE role (2019 & 2020), the Morning Toast club achieved 'Presidents Distinguished' club status, which is the highest ranking in the distinguished club programme. This means the club reached at least 9 of the 10 defined club goals for the Toastmasters year. Prior to this, the club had only achieved this status one other time (2007).

Auckland, New Zealand

My role at WTW involved risk consultancy and management of major construction clients & projects in the Australasian & Pacific regions. Within the Construction Risk team, my responsibilities included:• Working with key professionals – liaising with key stakeholders (i.e. principal, contractors, subcontractors, insurers, premium funding facilities etc.) involved in major construction projects in the aforementioned regions;• New projects – consolidating, preparing and submitting detailed underwriting submissions to NZ's major Insurers, negotiating competitive insurance premiums & cover for our clients, whilst maintaining strong relationships with various stakeholders e.g. premium funding facilities, reinsurers etc; • Ongoing client servicing & projects – Carrying out regular reviews for our clients, highlighting differences in cover and nuances frequently unforeseen by clients and/or competitors. Obtaining renewal terms and presenting the findings in a comprehensive renewal report.

Auckland, New Zealand

Takapuna, Auckland, New Zealand

My role at Aon Takapuna involved risk management for commercial and domestic clients throughout New Zealand. Within the Commercial Broking team, my responsibilities included:• Assisting multiple Account Managers - Exceptional ongoing servicing of commercial and domestic clients,• Negotiating policy terms - Liaising with underwriters to secure competitive quotations and policy conditions, and monitor responses to ensure positive outcomes for clients,• Preparing and filing documents for compliance - Preparing instructions related to the processing of policy details into eGlobal - utilising prior knowledge and skills as a Service Specialist to deliver efficient and accurate outcomes.

East Tamaki, Auckland, New Zealand

My role at Aon East Tamaki involved the initial establishment of the centralised processing unit for Aon North Island. Within the Processing team, my responsibilities included:• Liaising with insurance brokers within Aon NZ (North Island) - Delivering timely and accurate processing of insurance terms, policy details and client invoices into the Aon's central data processing application, eGlobal. • Specialising within certain industries to ensure accurate processing - Working with select brokers involved with specialised insurance products such as marine, standing timber, commercial space and launch insurance etc. to ensure accuracy with policy coverage and premiums,

Auckland Zoo

Auckland Cbd

Bachelor Of Business, Finance And Economics

Activities and Societies: Member of the Investment Club

As & A Level Cambridge

Activities and Societies: Member of 'Trees for Survival' voluntary program, played for: Under 75kg Rugby Team, Under 16's Open Rugby Team.