Woodworking
Michael Fong
Financial Planner
Liberty Grove,NSW
Summary
Hard-working quick learner with a passion for finding solutions to complex problems in the most efficient way. Over 10 years’ experience in financial services, client facing roles, stakeholder engagement and report writing. As a Financial Planner, helped clients navigate to achieve their personal and financial objectives through strategic tax and structures. Looking for a new opportunity that allows me to analyse key business processes and seek ways to prove efficiency through a collaborative effort.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
7
7
Languages
Work History
Case Assessor
KPMG
Rhodes, NSW
2020.01 - Current
- Reviewing and assess the suitability of advice provided to customers and presenting these findings and evidence in a report to determine if any remediation is required
- Achievements:
- Continuous improvement of existing processes and tools to improve Case Assessment efficiencies across the floor
- Developing a bespoke tool used throughout the business to calculate KPIs for all Case Assessors
- Training and development of new staff.
General Manager
EQ Financial
Sydney, NSW
2017.01 - 2019.12
- Oversight of day-to-day business operations.
- Lead generation through new business marketing projects.
- Maintenance of client book.
- Specialist advice in SMSF and complex strategies involving trusts, derivatives & gearing.
- Training and coaching of new staff.
- Continuous improvement of existing processes.
- Administration in all aspects of financial planning.
Associate Adviser
PSK Financial Services
2015.04 - 2017.01
- Building long-term relationships with clients and referral partners using trust and integrity.
- Generating leads for new business both through referral partners and through my existing client base.
- Supporting clients in identifying and meeting their personal and financial goals.
- Providing tailored holistic financial advice covering Superannuation, Insurance and Investments to meet client needs.
- Mentoring clients as they make educated and rational financial decisions.
- Specialisation in strategies for DVA clients.
- Specialisation in wealth accumulation, super, investment portfolios, SMSFs, risk and estate planning strategies.
Client Relationship Manager
Strategic Wealth Solutions/ PSK Financial Services
Parramatta
2012.10 - 2015.04
- Assisting financial planners with administrative duties, preparation of client reviews and analysis of portfolio performance.
- Advice generation, including constructing ROA’s and SOA’s and implementation of recommendations for clients. I was expected to perform in a paraplanning capacity by developing SOA’s involving complex strategies and structures such as Testamentary and Family Trusts.
- Complex XPLAN modelling and scenario comparisons.
- Specialisation in strategies for DVA clients.
- Ensuring client files are compliant and comply with licensee standards.
- Attending to client queries via phone, email and face-to-face.
Education
Fintech Bootcamp - Coding
University of Sydney
Sydney, NSW 2021.09 - 2022.03
Certified Financial Planner - Financial Planning
Financial Planning Association
Sydney, NSW 2018.11 - 2019.11
Diploma of Mortgage Broking - Finance
National Finance Institute
Sydney, NSW 2019.10 - 2019.11
Certificate IV Mortgage Broking - Finance
National Finance Institute
Sydney 2019.08 - 2019.08
SMSF Specialist Course - Finance
Cavendish - Adelaide University
Adelaide, SA 2018.01 - 2018.02
DFP - undefined
Bachelor of Business - Finance
University of Western Sydney
Sydney 2003.03 - 2007.09
Skills
Rapport building with clients and identifying their needs through client engagementConducting myself with professionalism and integrity when interacting and giving advice to clientsPassionate about compliance Unwilling to cut cornersSound knowledge of the superannuation environment and complex financial planning strategiesExcellent at working under pressure and meeting deadlinesReport writingStrong public speaking skills for delivering presentations
Case file preparation
Accomplishments
- Utilised Python, Pandas and Pyviz to analyse Bitcoin liquidation data to highlight trends using fundamental analysis.
- Used Machine Learning within Python and Pandas to forecast the probability of loan default for bank customers.
- Developed a DApp through Solidity and Streamlit that allowed users to register physical property as an NFT and subsequently conduct and online auction.
- Developed a KPI calculator that allowed all Case Assessors to calculate their monthly targets.
- Developed a Superannuation Search tool that allowed customers to find and consolidate their lost superannuation.
Interests
Tennis
Snowboarding
Timeline
Fintech Bootcamp - Coding
University of Sydney
2021.09 - 2022.03
Case Assessor
KPMG
2020.01 - Current
Diploma of Mortgage Broking - Finance
National Finance Institute
2019.10 - 2019.11
Certificate IV Mortgage Broking - Finance
National Finance Institute
2019.08 - 2019.08
Certified Financial Planner - Financial Planning
Financial Planning Association
2018.11 - 2019.11
SMSF Specialist Course - Finance
Cavendish - Adelaide University
2018.01 - 2018.02
General Manager
EQ Financial
2017.01 - 2019.12
Associate Adviser
PSK Financial Services
2015.04 - 2017.01
Client Relationship Manager
Strategic Wealth Solutions/ PSK Financial Services
2012.10 - 2015.04
Bachelor of Business - Finance
University of Western Sydney
2003.03 - 2007.09