Generation Life - Outthinking today.
Bill Chen is a Fund Operation Analyst at Generation Life, currently managing cash positions for accurate forecasting and reconciliation, as well as analyzing market risk events. Previously, Bill worked as an Investment Operations and Client Service Associate at Proxymity, an Analyst at a Big 4 Consultancy Firm, a store manager at daily value market, and an Assistant Manager at Hongkong Supermarket. Bill also has experience as a Business Analyst at Yooralla, an Executive Assistant at Enjoy Life Group, a Sales Associate at Vodafone, and a Sales Consultant at Gproperty. Bill holds a Diploma of Financial Planning, a Diploma of Advanced Leadership and Management, a Professional Year SMIPA, and a Bachelor's degree in Accounting and Finance.
Generation Life - Outthinking today.
Forward thinking tomorrow for all generations. As parents, children, and grandchildren across generations, we understand that life is more than just a financial decision, it is an emotional journey. At Generation Life, we are a pioneer in providing market leading investment Bond and investment-linked lifetime annuity solutions to help secure the financial future of many Australians and their families. We specialise in providing personalised support and developing tailored client strategies for all generations. Our services are underpinned by three key strengths: Innovation, support and market expertise We design innovative products that use the power of financial markets to generate greater wealth and better lifestyles for all Australians. Our leading investment menu provides your clients with a choice of investment management styles and objectives to cater for different goals across all major asset classes. Outthinking today. --------------- Generation Life Limited AFSL 225408 ABN 68 092 843 902 is the product issuer. Our communications are general in nature, do not consider the investment objectives, financial situation or needs of any person and are not intended to constitute personal advice. Professional financial advice is recommended. The Product Disclosure Statement and Target Market Determination available at www.genlife.com.au should be considered before making an investment decision. We are not responsible for other users’ posts and third parties’ links. Past performance is no indication of future performance. Generation Life excludes, to the maximum extent permitted by law, any liability. For how we collect, hold, use and disclose personal information see our Privacy Policy at our website.