Hien Le
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Hien Le Email & Phone Number

Financial Adviser at PictureWealth
Location: Greater Perth Area, Australia 7 work roles 4 schools
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Current company
Role
Financial Adviser
Location
Greater Perth Area, Australia
Company size

Who is Hien Le? Overview

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Quick answer

Hien Le is listed as Financial Adviser at PictureWealth, a with 147 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Hien Le.

Hien Le previously worked as Remediation Case Manager at Bt and Compliance And Assurance Analyst (Secondment Role) at Bt. Hien Le studied at Fasea.

Company email context

Email format at PictureWealth

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PictureWealth

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Profile bio

About Hien Le

Self-motivated and experienced Compliance and Remediation specialist with over 10 years experience in the Financial Planning Industry. Detail oriented with a strong ability to adapt to technological and environmental changes, problem solving and process improvement skills, customer focused and motivated team player.Experienced working both in the front line and behind the scenes within a team but also able to work autonomously, with the motive of getting the right outcome for our customers.

Current workplace

Hien Le's current company

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PictureWealth
Picturewealth
Financial Adviser
Perth, WA, AU
Employees
147
AeroLeads page
7 roles

Hien Le work experience

A career timeline built from the work history available for this profile.

Remediation Case Manager

Current
Bt

Assessment of advice and quality against a range of licensee and regulatory criteria.

Jul 2019 - Present

Compliance And Assurance Analyst (Secondment Role)

Bt

- Coaching advisers and ensuring quality advice delivered to clients.- Assess advice documents to advisers in accordance to the licensee requirements and relevant legislative requirements.- Identifying and raising to senior management issues that may need rectification.

Jul 2018 - Jun 2019

Advanced Financial Adviser

Bt

- Meet and support clients in growing and protecting their financial circumstances through the preparation and implementation of financial planning strategies and arrangement of financial products and services that meet their individual requirements.- Working with stake holders in identifying and discussing wealth creation and protection opportunities with day to day clientele.

Sep 2013 - Jul 2018

Financial Planner Associate

Administration and office duties. Answering to general enquiries by clients.Data entry, accounts and other administration support as required.Collate and prepare financial and other reports for distribution to clients.Preparation of financial plans.Implementation of financial plans.

Sep 2011 - Sep 2013

Sales Associate

Mazzuchellis
Jun 2010 - Mar 2013

Third In Charge

Shiels Jewellery

Managed the stores mainly on late trading nights and weekends for the flagship store in Perth City.Supervised several stores when no Manager is available. Setting targets and ensuring staff met budgets.Supervised staff including the rostering of staff.Consolidating the tills at end of day.

Jun 2008 - May 2010
Team & coworkers

Colleagues at PictureWealth

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4 education records

Hien Le education

Education record

Fasea

Completion of FASEA Exam

FAQ

Frequently asked questions about Hien Le

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

What company does Hien Le work for?

Hien Le works for PictureWealth.

What is Hien Le's role at PictureWealth?

Hien Le is listed as Financial Adviser at PictureWealth.

Where is Hien Le based?

Hien Le is based in Greater Perth Area, Australia while working with PictureWealth.

What companies has Hien Le worked for?

Hien Le has worked for Picturewealth, Bt, Westpac Group, Mazzuchellis, and Shiels Jewellery.

Who are Hien Le's colleagues at PictureWealth?

Hien Le's colleagues at PictureWealth include Michael Jerard Cfp®, Grant Teakle, Amanda Mitchell-Lewis, Noah Nelson, and Ryan Travis.

How can I contact Hien Le?

You can use AeroLeads to view verified contact signals for Hien Le at PictureWealth, including work email, phone, and LinkedIn data when available.

What schools did Hien Le attend?

Hien Le studied at Fasea.

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