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Jason Phan Email & Phone Number

Financial Care Specialist at The myHomecare Group Australia
Location: Melbourne, Victoria, Australia 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Role
Financial Care Specialist
Location
Melbourne, Victoria, Australia

Who is Jason Phan? Overview

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Quick answer

Jason Phan is listed as Financial Care Specialist at The myHomecare Group Australia, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Jason Phan.

Jason Phan previously worked as Administrator & Teacher at Hoa Nghiem Vietnamese Language School and Tax Accountant Assistant & Mortgage Assistant at Penny Kha & Associates. Jason Phan holds Bachelor Of Business, Finance from Swinburne University Of Technology.

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Email format at The myHomecare Group Australia

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The myHomecare Group Australia

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Profile bio

About Jason Phan

With a Bachelor of Business specializing in Finance from Swinburne University of Technology, my journey at Penny Kha & Associates sharpened my financial acumen, enabling the streamlining of tax processes and financial reporting. Our team's dedication ensures compliance and satisfaction for our diverse clientele.Now, as a Financial Care Specialist at MyHomecare Group and an Administrator & Teacher at HOA NGHIEM VIETNAMESE LANGUAGE SCHOOL, I leverage my analytical skills and linguistic fluency. These dual roles reflect my commitment to excellence in finance and education, driven by my goal to make a meaningful impact in both sectors.

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Jason Phan's current company

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The myHomecare Group Australia
The Myhomecare Group Australia
Financial Care Specialist
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6 roles

Jason Phan work experience

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Financial Care Specialist

Current

Clayton, Victoria, Australia

📚Duties and Description:- Ensure accurate and timely processing of invoices and customer reimbursements.- Adhere to Aged Care Quality Standards and internal policies for efficient financial operations.- Maintain data integrity across systems and perform account reconciliations.- Generate, manage, and maintain accurate reports to meet audit and compliance standards.- Document consumer interactions, complaints, and incidents systematically.- Build and maintain professional relationships with internal and external stakeholders.- Participate in regular training to stay updated with industry standards and role-specific skills.- Operate with intermediate skills in Microsoft Office, Green Pencil ERP, RedMap, Lumary, and company-specific IT systems.- Use data systems for accurate entry and reporting.- Offer support to Accounts Payable and Vendor Maintenance teams when needed.- Work harmoniously with team members to achieve organizational goals.

Jun 2024 - Present

Tax Accountant Assistant & Mortgage Assistant

Springvale, Victoria, Australia

📚Duties of Tax Accountant Assistant:- Prepare, code, and lodge quarterly BAS for businesses- Prepare and lodge monthly IA for businesses- Prepare Tax Return for companies and individuals, including financial reports (Profit & Loss, Balance Sheet...), BAS summary and General Ledger- Record, lodge and generate payslips for businesses- Vary installment amount for client on ATO- Contact with ATO regarding to clients' issues- Meet and explain to the client about legal rules and tax process- Assist client with payment plan and tax debt- Prepare and lodge super payments for businesses quarterly- Organise clients' folder- Adhoc admin tasks📚Duties of Mortgage Assistant:- Prepare and email document checklist for loan application- Calculate serviceability and UMI for clients- Create client profile on the lenders' platform- Follow up with client about outcomes or missing document- Apply for pricing and order for valuation

Oct 2023 - May 2024
2 education records

Jason Phan education

Bachelor Of Business, Finance

Activities and Societies: Badminton Club, Swimming Club, Soccer ClubInternational Excellence Scholarship

Vce, Mathematics, Physics, And English, 80.45

Westall Secondary College

Activities and Societies: - Sport and Well-being College Captain - 2019 - Kingston City Swimming Champion - 2019 - Member of SRC - 2018.

FAQ

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What company does Jason Phan work for?

Jason Phan works for The myHomecare Group Australia.

What is Jason Phan's role at The myHomecare Group Australia?

Jason Phan is listed as Financial Care Specialist at The myHomecare Group Australia.

Where is Jason Phan based?

Jason Phan is based in Melbourne, Victoria, Australia while working with The myHomecare Group Australia.

What companies has Jason Phan worked for?

Jason Phan has worked for The Myhomecare Group Australia, Hoa Nghiem Vietnamese Language School, Penny Kha & Associates, Hoa Nghiem Primary School, and Nene Chicken Australia.

How can I contact Jason Phan?

You can use AeroLeads to view verified contact signals for Jason Phan at The myHomecare Group Australia, including work email, phone, and LinkedIn data when available.

What schools did Jason Phan attend?

Jason Phan holds Bachelor Of Business, Finance from Swinburne University Of Technology.

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