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Eric So is listed as Financial Services - Advice | Risk and Compliance | Advice Remediation | Quality Assurance at AMP, a company with 7920 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Eric So.
Eric So previously worked as Advice Remediation at Amp and Quality Assurance - Advice Remediation (Secondment) at Amp. Eric So holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
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• Results-driven Advice Remediation Case Assessor with expertise in reviewing and assessing financial advice for appropriateness and identifying issues for resolution.• Experienced in Quality Assurance and Peer Review including delivering feedback, coaching and training case assessors with the focus on providing quality and consistent outcomes. • Strong attention to detail and analytical skills with a proven track record in analysing relevant information effectively to form a determination of issues and offer logical responses. • Extensive knowledge in the financial planning industry with a solid understanding of financial planning strategies, legislations and principles.
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Sydney, Australia
As a member of the Client Remediation Team, this role is responsible for conducting investigations and performing remediation assessments to determine the appropriateness of advice provided by financial advisers in the areas of SMSF, gearing, investments, super, pension and insurance strategies. Other tasks include the end-to-end remediation of cases and.
This role is responsible for conducting reviews completed by case assessors to ensure adherence to established procedures and standards and provide coaching to upskill across all areas.Appointed as Lead QA for different ad hoc projects due to in-depth knowledge of the business, remediation processes and strong interpersonal skills.
Sydney, Australia
Employed as a member of the Advice Creation Team, this role works alongside financial advisers to develop financial strategies for clients and prepare advice documents for client presentations, ensuring compliance with industry regulations and company standards.Promoted to Senior Paraplanner and appointed to lead different projects to improve the.
Sydney, Australia
Other employees you can reach at amp.com.au. View company contacts for 7920 employees →
John Jiang
Colleague at Amp
Greater Sydney Area, Australia
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MK
Michael Kearney
Colleague at Amp
Western Australia, Australia, Australia
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AJ
Amanda Jones
Colleague at Amp
Greater Sydney Area, Australia
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JB
Julia Boyd
Colleague at Amp
Sydney, New South Wales, Australia, Australia
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CJ
Christophene Julius
Colleague at Amp
Greater Melbourne Area, Australia
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ML
My Linh Tran
Colleague at Amp
Greater Sydney Area, Australia
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ET
Emanuela Totaro
Colleague at Amp
Florence, Tuscany, Italy, Italy
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AS
Adam Smith
Colleague at Amp
Perth, Western Australia, Australia, Australia
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CD
Charlie Dichoso
Colleague at Amp
Wellington, New Zealand, New Zealand
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SV
Saeed Varamini
Colleague at Amp
Halifax, Nova Scotia, Canada, Canada
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Quick answers generated from the profile data available on this page.
Eric So works for AMP.
Eric So is listed as Financial Services - Advice | Risk and Compliance | Advice Remediation | Quality Assurance at AMP.
Eric So is based in Greater Sydney Area, Australia, Australia while working with AMP.
Eric So has worked for Amp, Anne Street Partners, Money Solutions, and Onepath.
Eric So's colleagues at AMP include John Jiang, Michael Kearney, Amanda Jones, Julia Boyd, and Christophene Julius.
You can use AeroLeads to view verified contact signals for Eric So at AMP, including work email, phone, and LinkedIn data when available.
Eric So holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
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