Nhi Chung

Background

About Nhi Chung

I started my career in financial services within superannuation having completed a Bachelor of Commerce in Finance. In my time in the industry I also completed ASFA Certificate IV in Financial Services and ASFA Diploma of Financial Services (Superannuation). I was primarily involved with the payment of superannuation benefit requests, running the pension drawdowns, liaising with payroll and training of new staff. I then moved on to Financial Planning where I completed a Masters of Commerce - Financial Planning. I was initially involved with maintaining client records and ensuring client information was up to date and correct. I also ensured that the implementation of SoA has been completed. I progressed to team leader and participated in process improvement within the firm. As team leader I was responsible for ensuring the team was adequately trained and had appropriate procedures. I was accountable for work flow within the team was maintained and progressing.