Phoebe Tran Email and Phone Number
Phoebe Tran work email
- Valid
- Valid
Phoebe Tran personal email
As a co-founder and principal financial planner at Kylin Wealth Solutions, I help individuals and families achieve their financial goals and secure their future. I have over six years of experience in the financial services industry, and I hold a CPA credential and a Diploma of Financial Planning.My core competencies include superannuation management, retirement planning, risk assurance, wealth building, and investment management. I work with clients to understand their needs, preferences, and risk profiles, and provide tailored and holistic solutions that suit their lifestyle and objectives. I also partner with other professionals, such as accountants, lawyers, and mortgage brokers, to deliver comprehensive and integrated services. My mission is to empower my clients with financial literacy and confidence, and help them achieve financial freedom and peace of mind.
-
Co-Founder And Principal Financial PlannerKylin Wealth Solutions Mar 2022 - PresentSydney, New South Wales, Australia
-
Financial PlannerCommonwealth Bank May 2017 - Mar 2022Sydney, Australia -
Account ConsultantTnss Sydney Dec 2015 - Apr 2017SydneyConsult students about colleges, universities and process their applications.Advise students on their queries during studying period.In charge of Account receivable/ Payroll/ Bank reconciliation.
-
Business Valuer AssistantHalligan And Co Pty Ltd Oct 2015 - Nov 2015Sydney, AustraliaWorking with audited financial statement and management report data and apply the figures to Valuation models.Compute ratios/charts from assets/liability/equity and Profit and Losses items.Researching over 900 valuation articles/books in order to build an online technical database library.Working with various clients such as Nudie, Black Swan, Monde Nissin, DP World Melbourne in order to value its shares/Intellectual property/Intangible assets/Options for merge and acquisition purposes.
-
Financial AuditorAudit Office Of New South Wales Jul 2015 - Oct 2015Sydney, AustraliaConducting audit procedures for public sector organizations such as Australian Museum, Library Council of NSW, Rural Assistant Authority, Destination NSW, Food Authority, Art Gallery of NSW, Trustees of the Museum of Applied Arts and Sciences.Checking/ help client to prepare balance sheet and profit and loss accounts(SAP, ORACLE, MYOB, SUN system)Prepare and reconcile/review completion of month-end/ year-end (Debtors/Creditors, Sales/Expenses, Accruals, Assets, Inventory)Prepare bank reconciliations/sending bank confirmations/ reviewing BAS.Process invoices while testing. -
Core Assurance AssociateEy Dec 2012 - Nov 2014VietnamChecking/ help client to prepare balance sheet and profit and loss accounts(SAP, ORACLE, MYOB, SUN system)Prepare and reconcile/review completion of month-end/ year-end (Debtors/Creditors, Sales/Expenses, Accruals, Assets, Inventory)Prepare bank reconciliations/sending bank confirmations/ reviewing BAS.Process invoices while testing.Preparing notes for senior and manager review stock count and walk-through.Communicating and giving general advices to Client’s Chief Executive Officers, Directors, Chief Accountant.Understanding the various impacts among IFRS, VAS, GAAP and AASB.Research of every aspect in client’s business such as Risks, Target Audience, Technology, People and Management system.Supporting senior management, colleagues and new members of staff.Applying financial ratios to analytical procedures.Analysing movement of Sales over different periods and identifying determining factors. -
Quality Assurance OfficerAppen Butler Hill, Inc Mar 2012 - Oct 2012Chatswood• Preparing daily report to supervisor regarding work rate, accuracy and amount (overall and periodic).• Team coordinator: sending out feedback and motivate team performance.• Quality assurance the progress• Report the overall Quality Assurance progress (from different projects) in order to assist managers meet the tight timing.• Report payment rate report. -
Post-Settlement OfficerPerpetual Limited Jan 2012 - Jun 2012Trailing post-settlement documents -
ReceptionistFuture Partners Real Estate Jan 2011 - Jan 2012
-
Administration OfficerFuture Partners Real Estate 2010 - 2011Managing rentals and property tradingManaging cheques and accounting assistantPreparing "Sales advice", "Contract of sales" and other documentsMornitoring advertising services
-
Casual StaffBusiness Compact System 2011 - 2012Multitask services
-
Sales AssistantHipster Fashion Shop Nov 2008 - Aug 2010Topryde shopping center.
Phoebe Tran Skills
Phoebe Tran Education Details
-
Accounting -
Finance, General -
Cpa Australia ProgramCpa Foundation Level -
Mentor EducationDfp
Frequently Asked Questions about Phoebe Tran
What company does Phoebe Tran work for?
Phoebe Tran works for Kylin Wealth Solutions
What is Phoebe Tran's role at the current company?
Phoebe Tran's current role is Financial Planner @ Kylin Wealth Solutions | Credentials.
What is Phoebe Tran's email address?
Phoebe Tran's email address is ph****@****.gov.au
What schools did Phoebe Tran attend?
Phoebe Tran attended University Of Technology Sydney, Macquarie University, Cpa Australia Program, Mentor Education.
What skills is Phoebe Tran known for?
Phoebe Tran has skills like Lotus Notes, Microsoft Excel, Management, Accounting, Myob, Eac Red Square, Post Settlement, Docuprep, External Audit, Ifrs, Workspace, Aura.
Not the Phoebe Tran you were looking for?
-
Phoebe Tran
St Johns Park, Nsw -
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial