Financial Advice Analyst | Case Manager@ Commonwealth Bank
Yuanchao(Birk) TAN, CFA
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Tell me more about Yuanchao(Birk) TAN, CFA?
FlashIntel GPTYuanchao(Birk) TAN, CFA is a highly experienced professional with 7.2 years of work experience. Based in Australia, he is currently seeking corporate opportunities with in-house research, investment management, and risk compliance. He has worked at Commonwealth Bank in Sydney as a Financial Advice Analyst and Case Manager, as well as a Paraplanner. Prior to that, he worked at Leading Advice as a Paraplanner. Yuanchao(Birk) TAN, CFA has a strong background in the financial services industry.
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About
Seeking corporate opportunity with in house research, investment management, risk compliance
Work Experience
Financial Advice Analyst | Case Manager
Paraplanner
Financial Services
Yuanchao(Birk) TAN, CFA's Professional Milestones
- Financial Advice Analyst | Case Manager (2019-07-01~): Provided comprehensive financial guidance for clients, maximizing their success and confidence in their financial strategies.
- Paraplanner (2017-08-01~2019-07-01): Assisted in creating accurate and efficient financial plans, contributing to the organization's success and financial stability.
Education
Financial Planning
2015-2016Certification
Colleagues
Prasad Mujumdar
Senior Product Owner | Banking Finance Risk | Agile Project Execution
James Brogan
Data driven Customer & Product Lifecycle specialist | Agile Product Owner & Chapter Lead | MBA
Ronesh Singh
Business System Owner - Financial Crime at Commonwealth Bank Australia
Daniel Corcoran
Senior Product Owner
Girish Rao Gopal Rao
Product Owner
Other Named Yuanchao(Birk) TAN, CFA
Frequently asked questions
Yuanchao(Birk) TAN, CFA's social media include: Linkedin,
Yuanchao(Birk) TAN, CFA works for Commonwealth Bank
Yuanchao(Birk) TAN, CFA's role in Commonwealth Bank is Financial Advice Analyst | Case Manager
Yuanchao(Birk) TAN, CFA works in the industry of Financial Services
Yuanchao(Birk) TAN, CFA's colleagues are Prasad Mujumdar,James Brogan,Ronesh Singh
Yuanchao(Birk) TAN, CFA's latest job experience is Financial Advice Analyst | Case Manager at Commonwealth Bank
Yuanchao(Birk) TAN, CFA's latest education in Monarch Institute
