Phoebe Phan Email & Phone Number

Perth, Western Australia, Australia

- Developing financial reports such as multiple strategies SOAs, ROAs and Risk Researchers. - Undertaking paraplanning analysis tools within Xplan such as WealthSolver, IPS and modelling via XTool+.- Working closely with financial advisers in order to create comprehensive, well-written and compliant Statements of Advices, in line with the Australian Securities & Investments Commission standard.

Ho Chi Minh City, Vietnam

- Overseeing the day-to-day marketplace operations, maintenance and performance via but not limited to metrics dashboards- Managing acquisition campaigns by building brand awareness across different platforms, optimizing CRM system, creating schemes and overseeing funnel to optimize partners/users lifecycle- Plan, budget and execute marketplace promotions to maximize growth- Develop time and action calendars with processes and procedures to ensure actions are successfully completed- Managing relationships with in-house marketing department and third party digital agencies to ensure the success of growth campaigns

170 Greenhill Road, Parkside, Sa 5063

- Preparing comprehensive personal financial plans and periodical reports to ensure clients’ portfolio is performing in line with their financial goals by observing closely with a variety of investment products including but not limited to individual shares, managed funds and bonds- Managing closely clients' portfolios including personal investment, superannuation and pension, in addition to giving advice according to their specific needs- Projecting and applying proprietary modelling tools to ensure clients expectations and financial goals are achieved

Lockleys, Adelaide

- Assisting the planning team in providing clients with financial services products, in line with their retirement goals- Verification of financial and legal documents prior to settlements provided by intermediaries (Brokers, Solicitors, Westpac Call Centre and Bankers).- Answering high volumes of phone calls and emails from the intermediaries, providing them with a professional, prompt, accurate and helpful response, liaising between them to ensure settlements smoothly proceed.- Acting as the primary point of contact for all settlement enquiries, providing expert knowledge and solutions to assist the Westpac Call Centre.- Ensuring the correct documentation and sufficient funds are finalised prior to settlements.- Training and supervising junior staffs, ensuring they meet business requirements in anadequate timeframe.- Assisting in launching electronic settlement (E Conveyancing - PEXA) project across Westpac mortgage sector.

Hindley Street, South Australia

- Training staff in regards to:o Company policies and procedureso Health and safety standardo Performance measurement (to ensure staff meets standard)o Product informationo Complaint handling- Preparing and serving a wide range of McDonalds products in accordance with stated policies, procedures and standard

Vietnam

- Preparing spreadsheets for the Para planner using valuation models- Assisting in data management for national developing industries- Analysing company performance in different growth sectors- Comparing company trends with market trend benchmarks- Reporting to Para planner on a daily basis- Contacting and meeting customers on behalf of financial planner- Practising as a bank teller to provide customer service- Taking customers’ enquiries through phone calls and emails on a daily basis- Assisting with administration and support duties by acting as a personal assistant for the team leader

Diploma Of Financial Planning

Bachelor Of Applied Finance, Finance And Financial Management Services