Yanliang Li
Mitcham,Australia
Summary
Certified Financial Planning professional (GradDipFP) with 1+ year direct experience supporting multiple senior CFPs/CPAs within a firm managing total wealth of $500m. Expertise in end-to-end advice implementation, managing 250+ client portfolios, and optimizing operational workflows. Proven ability in SOA/ROA execution, superannuation/insurance liaisons, and CRM systems. Committed to meeting FASEA standards, including the Financial Advisor exam.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Planning Support Officer
Tailored Lifetime Solutions Pty Ltd
Surrey Hills, VIC
05.2024 - Current
- Company Overview: https://www.tdls.com.au/
- Provided comprehensive administrative support and technical expertise in financial services, from booking client meetings to finalizing the execution of advice documents and implementing various portfolio management strategies which increased client portfolio value by 10% on average, matching with different deadlines and EOFY cut-off to help client achieve financial goals.
- Managing over 240 client profiles, with ongoing additions.
- Primary Assistant to 2 Senior Certified Public Accountants
- Assistant to 3 Senior Certified Financial Planners
- Planner paperwork & client information First-responder
- Seamless Planner's onboard/offboard handover support
- Managed diverse account structures for high net worth clients, including company, trust, and SMSF
- Received an early salary increase with annual increase tripled percentage within 6 months, followed by another special bonus within 2 months
Assistant Accountant
Job Training Institute
CBD/Dandenong/Sunshine, VIC
02.2018 - 12.2022
- Company Overview: https://www.jti.edu.au/
- Managed all aspects of accounting across three campus offices, including AP, AR, payroll, bookkeeping, reporting and auditing. Served as the primary liaison for finance-related interactions with internal and external stakeholders, including managers, staff members, contractors, education agencies and insurance companies.
- Expertly managed administrative duties for over 200 regular clients, including account updates and business correspondence
- Individually controlled cashflow with over 60 education agencies using a self-created master Excel Spreadsheet
- Tuition collection for 300+ international students using a custom Excel spreadsheet, considering dynamic factors like study progress and due debt
- Managed and organized over 600 client files and debt collection, as well as compiled reports
- Collected 100% overdue debts from 80 clients and 85% from an additional 20, totaling $2 million. Debts ranged from 30 to 180 days past due
- Boosted customer satisfaction by 30% through efficient issue resolution and advice
- Sole business representative for VCAT matters, such as mediation, hearing
- Primary contact with customers via phone/email/conversation to understand needs, resolve issues and answer product questions
- Attending to prepare annual budgets in conjunction with the CEO, general manager, and campus manager
Accounts Officer
LIFE HEALTH SERVICES
Melbourne, VIC
08.2019 - 11.2019
- Company Overview: https://lifehealthservices.com.au/
- Assisted CEO in launching a new NDIS service provider business while managing full-time financial responsibilities at JTI, including fund claims, invoicing, payroll and staff management. Liaised with diverse stakeholders such as NDIA, fund managers, client families, and other managers.
- Efficiently multitasked, concurrently managing two accounts roles across two businesses
- Improved payroll procedure for support workers by reducing 40% processing time, commended by general manager
- Recovered 70% of quarter-old debts in a week
- Conducted routine team meetings to define goals, introduce new methods and assess progress
- Worked with team and cross-department personnel to enhance customer service and relations
Education
Graduate Diploma - Financial Planning
Kaplan Professional
07.2023
Diploma - Financial Planning
Monarch Institute
05.2022
Master - Professional Accounting
Monash University
12.2017
Bachelor - International Finance
Shanghai Lixin University of Accounting and Finance
05.2015
Skills
- Financial Planning: Wealth Management, Superannuation, Portfolio Management, Insurance, Estate Planning, Deadline Management
- Client Services: Analytical skill, Stakeholder Rapport, Deadline Management, Multi-tasking, Counselling, Negotiation
- Centrelink: Age Pension, Health Benefits, Aged Care, Income & Asset Management
- Office Software: Xplan, Worksorted, Microsoft Office Expert, My Prosperity, Docusign/Annature
- Superannuation Platform: MyNorth, Australian Super, AMP, Aware Super, CBUS/HESTA/REST, CFS FirstNet/Edge, HUB24, BT Parno/Online, Onepath, UniSuper, ART, Other major funds
- Insurance Platform: AIA, Zurich, NEOS, TAL
Certification
- Completion of XPLAN Training Monarch Institute
- Date: 2021-05-28
Languages
Mandarin
Native Speaker
Timeline
Financial Planning Support Officer
Tailored Lifetime Solutions Pty Ltd
05.2024 - Current
Accounts Officer
LIFE HEALTH SERVICES
08.2019 - 11.2019
Assistant Accountant
Job Training Institute
02.2018 - 12.2022
Diploma - Financial Planning
Monarch Institute
Master - Professional Accounting
Monash University
Bachelor - International Finance
Shanghai Lixin University of Accounting and Finance
Graduate Diploma - Financial Planning
Kaplan Professional