Michael Fong
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Michael Fong Email & Phone Number

Seeking new challenges at Commonwealth Bank
Location: Greater Sydney Area, Australia, Australia 8 work roles 9 schools
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Current company
Role
Seeking new challenges
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Michael Fong? Overview

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Quick answer

Michael Fong is listed as Seeking new challenges at Commonwealth Bank, a company with 33550 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Michael Fong.

Michael Fong previously worked as Case Manager at Commonwealth Bank and Case Manager at Commonwealth Bank. Michael Fong holds Certificate, Information Technology, Pass from University Of Sydney.

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Email format at Commonwealth Bank

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Commonwealth Bank

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Profile bio

About Michael Fong

A good relationship is built on trust and loyalty and I follow this mantra everywhere I go. Helping people is my main passion and has led me down the path to where I am today. I found my calling in Financial Planning and it has allowed me enlighten others and assist them with fulfilling their personal and financial endeavours in life. Honestly, Integrity and Diligence are essential in forming the foundation of a relationship and my clients receive nothing less. As the General Manager at EQ Financial, my role was to educate others, empower them with the right tools and build them a game plan to help them reach their end goal. I specialise in delivering high quality investment, risk and retirement planning advice to people from all walks of life. I am frequently described as a quiet achiever, but on the inside I am anxious to meet new faces and build long lasting business relationships. I believe that many Australians require help from a Financial Adviser but few often speak up and are understood in a world that is constantly changing and developing. As a part of my ongoing relationships, I guarantee to be open, honest and deliver the best advice possible in a transparent and uncomplicated manner. I am currently expanding my horizons into a career in Blockchain Development and am seeking a coding role in FinTech.One other passion of mine is snow sports and tennis. Rarely is an opportunity passed to chase the winter and seek out the best runs of the season or simply enjoy a friendly set or two during the week.

Current workplace

Michael Fong's current company

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Commonwealth Bank
Commonwealth Bank
Seeking new challenges
australia
Website
Employees
33550
AeroLeads page
8 roles

Michael Fong work experience

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

Case Manager

Current

Sydney, New South Wales, Australia

  • Manage and oversee the advice remediation process, ensuring accurate assessments and timely completion.
  • Develop and implement efficient workflows and tools to enhance Case Assessors' productivity.
  • Track and analyse KPIs to monitor performance and drive continuous improvement.
  • Collaborate with stakeholders to ensure compliance with regulatory requirements and deliver optimal customer outcomes.
Nov 2022 - Present

Case Manager

Current

Sydney, New South Wales, Australia

  • Manage and oversee the advice remediation process, ensuring accurate assessments and timely completion.
  • Develop and implement efficient workflows and tools to enhance Case Assessors' productivity.
  • Track and analyse KPIs to monitor performance and drive continuous improvement.
  • Collaborate with stakeholders to ensure compliance with regulatory requirements and deliver optimal customer outcomes.
Nov 2022 - Present

Case Assessor

Sydney, Australia

Responsible for investigating client complaints and assessing the appropriateness of the financial advice provided. * Effectively liasing with administrative and calculations teams to ensure the customer has been remediated appropriately* Consistently contributing to the wider tean, through reliably meeitng targets assigned around case volume. * Reviewing.

Jan 2020 - Jul 2023

General Manager

Sydney, Australia

*Engaging with like-minded individuals and business owners, entrepreneurs and high achievers to assist them with building their personal and business empires*Sharing experiences and successes between my network of clients*Development of business strategies*Driving business efficiency and improving the bottom line*Coaching and mentoring of new staff.

May 2018 - Jan 2020

Associate Advisor

Sydney, Australia

*Building long-term relationships with clients and referral partners via trust and integrity. *Supporting clients in identifying and meeting their personal and financial goals.*Providing tailored and holistic financial advice covering Superannuation, Insurance and Investments to meet the needs of clients. *Mentoring clients as they make educated and.

Jan 2017 - May 2018

Associate Adviser

Parramatta

*Building long-term relationships with clients and referral partners via trust and integrity. *Supporting clients in identifying and meeting their personal and financial goals.*Providing tailored and holistic financial advice covering Superannuation, Insurance and Investments to meet the needs of clients. *Mentoring clients as they make educated and.

Oct 2012 - Jan 2017

Customer Service Provider

North Sydney

May 2008 - Feb 2010
Team & coworkers

Colleagues at Commonwealth Bank

Other employees you can reach at commbank.com.au. View company contacts for 33550 employees →

9 education records

Michael Fong education

Certificate, Information Technology, Pass

A part-time program that teaches you how to automate and improve financial services using cutting-edge technology. Experience in a host of.

Certified Financial Planner (Cfp), Financial Planning And Services

Financial Planners Association (Fpa)

Level 1

The Australasian Academy Of Tennis

Activities and Societies: Tennis Coaching

Certificate Iv Mortgage Broking, Credit

The National Finance Institute

FNS40815

Cavendish & Icfs Specialist Smsf Course, Financial Planning And Services, Distinction

Cavendish & ICFS Specialist SMSF Course

Advanced Diploma Of Financial Planning, Financial Planning And Services

Kaplan

ADFP 4-8 Taxation Planning Estate Planning Client Engagement Strategies Advanced Financial Planning

Diploma Of Financial Services, Financial Planning And Services

Mlc Financial Planning

Activities and Societies: Continuous improvement teamDFP 1-4

Bachelor Of Business (Bbus), Financial Planning And Services

University Of Western Sydney

Bachelor of Business - Applied Finance

Higher School Certificate, Physical Education Teaching And Coaching

Epping Boys High School

Activities and Societies: Grade TennisHigh School Certificate

FAQ

Frequently asked questions about Michael Fong

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

What company does Michael Fong work for?

Michael Fong works for Commonwealth Bank.

What is Michael Fong's role at Commonwealth Bank?

Michael Fong is listed as Seeking new challenges at Commonwealth Bank.

Where is Michael Fong based?

Michael Fong is based in Greater Sydney Area, Australia, Australia while working with Commonwealth Bank.

What companies has Michael Fong worked for?

Michael Fong has worked for Commonwealth Bank, Kpmg, Eq Financial Pty Ltd, Psk Financial Services, and Macquarie Group.

Who are Michael Fong's colleagues at Commonwealth Bank?

Michael Fong's colleagues at Commonwealth Bank include Sania Shrimant, Dean Pasquini, Huynh Nguyen, Pamela Pollock, and Anjila Pokharel.

How can I contact Michael Fong?

You can use AeroLeads to view verified contact signals for Michael Fong at Commonwealth Bank, including work email, phone, and LinkedIn data when available.

What schools did Michael Fong attend?

Michael Fong holds Certificate, Information Technology, Pass from University Of Sydney.

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