
Timeline
About me
Assistant VP, The Eastern Investment
Education

Swinburne university of technology
2002 - 2003Bachelor of business finance and international tradeAAJI - Certified Asosiasi Asuransi Jiwa IndonesiaRG 146 - Qualified AFS ( Australian Financial Service) OfficerASFA 100 - Certificate IV in Superannuation
Experience

Victory jayatama sempurna
Feb 2004 - Feb 2007Finance administrator Preparing monthly adjustments entries and finalizing monthly reports Preparing year-end financial statements Completing monthly Bank, General Ledger and Balance Sheet Reconciliations Arrange manager’s meetings and assist on a range of works in a project support capacity In charge of the day to day entry of Accounts Receivables and Collection Prepare Excel spreadsheets, analysis report and other statistical charts for management teams Contacted clients to negotiate repayment terms and conditions Clients : Metro Supermarket, Hypermarket, Carrefour Show less

Victory and galileo centre
Feb 2006 - Feb 2009Recruitment education agent Setting up my own education recruitment agency business in Indonesia 2006-2009 , liaising with a few prestigious affiliations and partner association in Malaysia, Singapore and Australia Partnership with AEC (Australian Education Centre in Medan, Indonesia) and ISN (International Student Network) in Sydney. Campaign and exhibitions, school visits, study trip and liaison with Education Ministry and overseas embassy Institutions: Raffles Design Institute, KDU, MDIS, Informatics, Inti College, Taylors College, Help University Assist students for course selection and future career paths Show less

Terraverde pty ltd
Mar 2009 - Aug 2011 Attending Chadstone Centre Management monthly meetings Data entry Design posters for upcoming events ( Easter, Christmas & New Year) Motivate staff to meet set sales targets Uploading and downloading stocks data each day and liaise with warehouse for stocks replacement Assist customers with product selection and offer advice to customers Handling customer’s complaints and respond to enquiries Assisting Area Manager duties including training new sales staff in basic operations and procedures, arranging monthly meetings and filing in other members staff in their absence Stock control and transfers in/out Processing payments using cash, EFTPOS, credit card, voucher, barter card, credit note Make changes and issue sales receipts and calculate discounts when appropriate Issue credit notes and make exchanges or refund
Store Manager
Aug 2010 - Aug 2011Assistant General Manager
Mar 2009 - Aug 2010

Mercer
Sept 2011 - Sept 2014• Provide training for new superannuation administrator/consultant• Conduct due diligence check on project basis• Run annual financial review and administer wind up project• Identify performance gaps between current SOP and Australian Government practices• Review monthly reconciliation• Process DB (Defined Benefit) calculation and complex insurance calculation, payments• Managing high value clients with greater range of portfolio• Administering Member’s Investment OptionsPortfolio:1. Woodside Superannuation Plan 2. Sydney Airport Superannuation Plan 3. Brisbane Airport Superannuation Plan 4. Crane Superannuation Plan5. Rockwell Superannuation Plan6. Scotch College Superannuation Plan7. Trinity Grammar School Superannuation Plan8. CSC Superannuation Plan9. Unisys Superannuation Plan10. Alstom Superannuation Plan Show less - Maintaining and providing total client relationship management- Building relationship with Employer, Financial Advisor and Members- Processing rollover and benefit payment- Liaising with clients with complex queries.- Responsible for providing an end-to-end superannuation administration service including maintenance and update of member records, client reporting, data analysis Portfolio expert, resolving queries from Fund’s client relationship manager Portfolio:1. Vodafone Australia Superannuation Plan 2. ACAST3. Ernst and Young Superannuation Plan 4. Cameron Australasia Superannuation Plan5. Deutsche Staff Superannuation Plan (500 members)6. Viterra Super Plan7. Malaysia Airlines Superannuation Plan 8. Crane Superannuation Plan 9. TCV Superannuation Plan10. Angus and Coote Superannuation Plan Show less Peer Review rollovers and member payments (MST, Australian Super, NGS, Equip, ANZ) Process CSD- PSD payments, Export migrated data to Excel spreadsheets and reconcile from Superb and M-track Process Global Benefit calculations, accumulation and retained category Peer Review cheque refunds, roll-in transfer, member amendments Process SMSF verification via ATO portal Generate letters internally and externally via Reporting Tool Liaise with client fund administrator and compliance team to resolve incomplete data issues Show less
Senior Client Finance Consultant (DB complex)
Sept 2013 - Sept 2014Clients Fund Administrator
Sept 2012 - Sept 2013Central Administrator Peer Review
Sept 2011 - Sept 2012

Centurion property group
Jan 2015 - nowClient relationship manager
The eastern investment
Jan 2016 - nowSeniorq Fund Manager maximizing wealth portfolio of the clients. Specialised in funding sector. Managing bankers portfolio, build team.
Assistant Vice President
Oct 2015 - nowSenior Wealth Manager
Jan 2016 - now
Licenses & Certifications

Afs (australia financial services) rg 146
AsfaAug 2014- View certificate

Asfa 100
Certificate iv in superannuation asfa (the association of superannuation funds of australia limited)Oct 2013 
Certificate 3 - anti money laundering and counter terrorism
Mercer super trustDec 2011
Honors & Awards
- Awarded to Christin LieSilver and Gold Accreditation Mercer Super Trust Oct 2011 Customer Plus: Silver and Gold Accreditation (Mercer)
- Awarded to Christin LieCertificate of Excellence Swinburne University Dec 2003 Certificate of Excellence: Highest Result in International Trade Strategies (HBI 340) within the School of Business by Swinburne University of Technology, Melbourne, Australia
- Awarded to Christin LieCum Laude - Honors Student Taylors College Malaysia Feb 2001 Cum Laude – Honors Student (Fall 2000 - Fall 2001) American Degree Transfer ProgramTaylor’s College, Malaysia
Volunteer Experience
Co Organizer
Issued by Meetup on Jan 2013
Associated with Christin Lie
Languages
- enEnglish
- hoHokkien
- inIndonesian
- maMalay
- maMandarin
- caCantonese
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