Khoa P.

Khoa P.

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location of Khoa P.Greater Adelaide Area

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  • Timeline

  • About me

    Business Analyst at People's Choice Credit Union

  • Education

    • Eynesbury Institute of Business and Technology

      2005 - 2006
      Diploma of Business
    • University of Adelaide

      2006 - 2008
      Bachelor of Commerce (B.Com.) Corporate, Finance
  • Experience

    • People's Choice Credit Union

      Sept 2009 - now

      - Build collaborative relationships with Planners, Para Planning and New Business Support teams;- Develop ongoing client relationships to ensure high levels of business retention;- Respond to client and Planner enquiries;- Preparation and delivery of review documents, Record of Advice, Statement of Advice and associated transactions relating to client's investments;- Lodgement of new business with product providers in accordance with guidelines and procedures;- Monitor, review and followup outstanding requirements relating to the placement of new business, investment transactions, withdrawals and rollovers.- Experiences with Xplan and Midwinter systems.- Knowledge across different financial products from various fund managers and insurers. Show less - Excellent knowledge in retail banking and personal lending products. I am responsible for all personal lending activities in the branch including business development.- Good knowledge across different areas of Finance and Accounting. - Ability to identify and follow strict policies and procedures. - Skills in investigating and facts finding. - Motivated team player with well-developed problem solving skills.- Ability to maintain and control daily branch operations with little supervision and low staff level. - Experiences in time management, working with deadlines and under pressure.- Assisting branch manager with reports, conferences and higher duties.- Coaching new staff and help other team members in the workplace. Show less

      • Business Analyst

        Sept 2018 - now
      • Financial Planning Support Officer

        Sept 2015 - Aug 2018
      • Member Relationship Consultant

        Apr 2011 - Sept 2015
      • Sales & Service Consultant

        Sept 2009 - Apr 2011
  • Licenses & Certifications

    • Diploma of Business

      Eynesbury Institute of Business & Technology – SA
    • Diploma of Financial Planning (RG146)

      Monarch Institute
    • Certificate II in Conservation & Land Management

      Conservation Volunteers Australia
    • RG146 Tier 2 Compliance

      Kaplan Professional (Australia)