Heung Soon is an accomplished financial professional with extensive experience in the Life Insurance Industry and financial services. Currently serving as a Senior Financial Analyst and Adviser Support Manager at Findex since March 2017, Heung leads a skilled team focused on producing compliant Statements of Advice for Personal Risk Insurance. Prior roles include Adviser Support at Nowak Financial Services, Client Service Officer at RI Advice Group South East Queensland, and Junior Paraplanner at Moore Stephens. Educational qualifications include a Master of Business in Applied Finance from QUT and multiple diplomas in Financial Planning from Kaplan Professional.
Sign up to view 0 direct reports
Get started