Joy Lin Email & Phone Number

Sydney, New South Wales, Australia

I am developing and delivering a range of communications and relationship management strategies within the company, designed for the underlying member firms and stakeholders of Viridian Advisory. I am also responsible for managing key internal and external stakeholders within the dealer group and working closely with the Viridian team to ensure all relevant communications and operational resources are made available to the Viridian Advisory business.

Sydney, New South Wales, Australia

Be an integral part of the team from a process and procedure point of view and provide client service, operational and compliance support to the adviser.

Sydney, Australia

Delivered correct, complete and timely responses to queries raised by AMP Licensees’ Advisers in relation to advice policies and licensee standards.

Banrangaroo

Supported top 100 BT Financial Advisers by providing administrative assistance.

Kogarah, New South Wales, Australia

Assisted with the preparation and implementation of client financial plans and reviews, including liaising with the Adviser and Para-planner as well as superannuation and insurance companies.

Sydney, Australia

Promoted excellence for the business through management of customer accounts with a focus on driving growth and customer service.

Sydney, Australia

Assisted Managing Director with general administrative tasks such as task management, diary management, data entry and file administration.

Diploma Of Financial Planning, Financial Planning And Services

Rg146 Tier-1 General Advice, Financial Planning And Services

Activities and Societies: Generic Knowledge Life Insurance- Specialist Knowledge Superannuation- Specialist Knowledge Managed.

Master Of Business, Accounting And Finance

Activities and Societies: FOCUS Student MinistryMaster of Business major in Accounting and Finance

Bachelor Of Commerce (B.Com.), Accounting And Finance

Activities and Societies: Treasurer of International Student Culture Club, Pink Ribbon Day VolunteerBachelor of Commerce major.