Brian Wu Email & Phone Number

Sydney

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Suite 2801, 25 Bligh Street, Sydney 2000 Nsw Australia

Tiger Brokers is an online brokerage startup that caters to Chinese investors wanting to invest in overseas securities, particularly stocks listed on the U.S. and Hong Kong exchanges. Tiger Brokers is committed to serving the best interests of investors and being a gateway to build their global portfolios.

Sydney, Australia

HLK Group is an Australian Financial Services Company, specialising in Managed Discretionary Account (MDA) services.Since its inception in 2012, HLK Group has been providing alternative investment solutions and has grown rapidly to become one of Australia’s most renowned MDA operators.HLK Group was built from a decade of experience in the financial services industry that exposed a simple idea to service the demand in the market for a transparent, cost efficient and actively managed investment solution that has been trialed and tested to be effective.Today we are a leading MDA operator in Australia offering over 20 strategies across a range of financial instruments. We look forward to the future of industry to grow our offering and business in Australia and internationally.HLK Group holds an Australian Financial Services Licence (AFSL) [No. 435746] and is authorised to deal in and provide general and/or personal financial product advice in a range of financial products to both retail and wholesale clients. HLK Group’s core business has been assisting small to medium financial companies by allowing them to operate under our AFSL as Authorised Representatives and servicing compliance guidance.In evolving with the industry, HLK Group more recently have been servicing the demand with assisting startup and established Robo-Advice and Financial Technology companies looking to offer their services under an AFSL in Australia.If you would like to know more about HLK Group and what we can potentially do to service your company, please contact us for a discussion

Sydney, Australia

DMM FX Australia is an online trading company offering clients to trade in over-the-counter derivatives such as margin foreign exchange contracts and contracts-for-difference (CFD).Responsibilities:•Receive and / or initiate calls to clients and provide an exceptional client experience on each call.•Learn technical aspects of core and specialised retail products.•Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems in a timely manner.•Operate the identification verification and criminal check, open new accounts and update client’s information.•Develop and maintain strong client relationships by proactively resolve client requests.•Customer Relationship Management (CRM) including Sales Force and Live Person.•Internal report to operation team and compliance department all potential or actual suspicious behaviours such as suspicious trading, funding or withdrawal at the earliest opportunity.•Other ad hoc administrative duties as required.

Sydney, Australia

Superforex Financial is an international financial services corporation providing foreign exchange and remittance services at competitive rates.Responsibilities:• Provide general advice on financial products and services to retail clients.• Register new accounts and update client’s information.• Answer inbound calls, identify customers’ needs and process transactions of currency exchange.• Establish client relationship and analyse needs.• Develop, present and negotiate client solutions.• Cash handling and balance the cash register.• Handle issues and queries to ensure resolution is delivered in a timely manner.• Resolve and follow up on customer issues and complaints.• Achieve sales targets and identify opportunities to meet established sales referral and promotional targets.• Prepare reports to Australian Transaction Reports and Analysis Centre (AUSTRAC).• Collect market information and prepare commentaries to corporate clients.• Achieve sales targets and identify opportunities to meet established sales referral and promotional targets.• General administration duties including faxing, photocopying, binding and scanning of documents.

Sydney, Australia

Silver River is one of Australia’s leading suppliers of mobile phone accessories offering wholesale customers the best quality products and services at competitive prices.Responsibilities:• Developed and maintained long-lasting relationships with clients.• Kept customers informed of new products and services.• Placed orders from customers and followed up on outstanding orders.• Arranged the replacement of faulty or damaged goods.• Provided feedback to managers for further procurement purpose.• Handled telephone enquiries and responded to customer requests professionally.• Reached monthly sales targets.

Redfern

• Encouraged students to think independently and present ideas in a team environment. • Explained tutorial questions and delivered answers clearly and effectively.

Sydney, Australia

• Handled enquiries of Excel commands.• Generated charts and tables from data sets.• Analysed and interpreted results.

Rg146 And Diploma Of Financial Planning

RG146 Securities and Managed Investments; RG146 Foreign Exchange; RG146 Derivatives; RG146 Superannuation; RG146 General Insurance.

Bachelor Of Commerce (Honours), Economics, Honours Class Ⅱ, Division 1

Thesis topic was Empirical Auction which analysed factors affecting auction prices of properties and estimated the best reverse price.

Bachelor Of Commerce (Bcom), Economics, Above Distinction Average

• Awarded the Discipline of Operations Management and Econometrics Prize for Second Year Operations Management and Decision Sciences Units.