Bryan Kim is a Senior Implementation Specialist at Aware Super since September 2018, focusing on financial planning advice and client services. Key responsibilities include researching investments and financial products, developing personalized financial recommendations, preparing Statements of Advice, managing client portfolios, and ensuring compliance with regulatory requirements. Previously, Bryan served as a Portfolio Analyst at Mercury Private, where tasks included client portfolio reporting, trade settlements, and performance analytics. Earlier experience as a Trade Consultant at the Korean Trade-Investment Promotion Agency involved facilitating international trade and promoting foreign investment. Bryan holds a Bachelor of Commerce in Professional Accounting from Macquarie University, a Diploma in Financial Planning, and a Graduate Diploma in Financial Planning from Kaplan Professional.
This person is not in any teams
This person is not in any offices