Alan Cheng

Senior Financial Analyst at Superhero

Alan Cheng has a range of work experience in different roles and companies. Alan currently works at Superhero, where they started in November 2021. In this company, they have worked as a Compliance Analyst and also in Customer Success. Prior to Superhero, Alan worked at the Investment Management Society as the Treasurer starting in September 2021. Their earliest known work experience is at Frasers Property Australia, where they worked as a Sales Assistant from October 2019 to March 2020.

Alan Cheng's education history is as follows:

- In 2018, Alan completed a Certificate IV in Leadership & Management at UOW College.

- In 2019, Alan enrolled in UOW College and obtained a Diploma of Business.

- From 2020 to 2023, Alan attended the University of Wollongong and pursued a Bachelor of Commerce (Dean's Scholar) degree with a focus on Finance and Economics.

- In terms of additional certifications, Alan obtained the following:

- In July 2022, Alan received Tier 1 Generic Knowledge certification from Kaplan Professional.

- In November 2022, Alan completed Tier 1 Securities and Managed Investments - General Advice certification from Kaplan Professional, as well as Tier 1 Life Insurance - General Advice certification.

- In February 2023, Alan obtained certifications in Non-Refundable Tax Offsets, Medicare, Private Health Insurance, Tax Payables & Refund, and Income, Tax Calculation & Residency from H&R Block Australia.

- Lastly, in March 2023, Alan acquired certifications in Allowable Deductions & PSI, Depreciation, Asset Disposal & Balancing Adjustments, and Tier 1 Superannuation - General Advice. These certifications were obtained from H&R Block Australia and Kaplan Professional, respectively.

Links

Timeline

  • Senior Financial Analyst

    February 1, 2024 - present

  • Compliance Analyst

    December 1, 2022

  • Customer Success

    November 1, 2021