Senior Paraplanner@ Consultum Financial Advisers
Sydney, New South Wales, Australia
Sandy Guo
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Macquarie University
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Tell me more about Sandy Guo?
FlashIntel GPTSandy Guo is a highly experienced professional with 13 years of work experience in the insurance industry. She has a strong background in pensions, retirement planning, risk management, and financial analysis. Sandy has worked for reputable companies such as Consultum Financial Advisers, AGS Financial Group, Aon, and AMP, where she held various positions including Senior Paraplanner and Case Manager. She is proficient in using COIN and Xplan financial planning software and holds a Diploma of Financial Service (RG 146). Sandy is currently based in Sydney, Australia.
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About
Proficient in using COIN and Xplan financial planning software Have Diploma of Financial Service (RG 146)
Work Experience
Senior Paraplanner
Sandy Guo's Professional Milestones
- Senior Paraplanner (2014-09-01~): Successfully executed complex financial planning projects, ensuring accuracy, efficiency, and compliance with company's policies and procedures.
- Paraplanner (2013-03-01~2014-07-01): Optimized project execution timelines, maximizing efficiency and minimizing errors.
Education
Accounting,
Finance,
Masters,
Bachelors
2006-2008Skill
Insurance
Pensions
Retirement
Risk Management
Life Insurance
Financial Analysis
Term Life Insurance
Disability Insurance
Retirement Planning
Financial Services
Superannuation
Income Protection
Debt Management
Savings
Certification
Colleagues
Other Named Sandy Guo
Frequently asked questions
We found 3 Sandy Guo's email addresses
Sandy Guo's social media include: Linkedin,
Sandy Guo works for Consultum Financial Advisers
Sandy Guo's role in Consultum Financial Advisers is Senior Paraplanner
Sandy Guo's colleagues are Michael Batten,David Camilleri,Michel Duayhe
Sandy Guo's latest job experience is Senior Paraplanner at Consultum Financial Advisers
Sandy Guo's latest education in Macquarie University
