• Over-the-phone advice team

  • Associate Planner/
    Member Services Relationship Officer
    Qualifications Skills and experience
    Alan Zheng
    Alan Zheng
    • Diploma Of Business
    • Diploma of Financial Planning
    • Certificate 3 in Financial Services
     
    Since joining Australian Catholic Superannuation in November 2012, Alan has worked in various areas of the member services team, including handling customer enquiries, conducting outbound campaigns and more recently providing over-the-phone financial advice to members.

    Alan has been in the finance and banking industry for the past 8 years and he has extensive knowledge in the areas of superannuation, insurance and banking. Alan’s keen eye for detail and exceptional customer service makes him a great addition to the over-the-phone advice team. 

    “I strive to provide members of Australian Catholic Superannuation with superior financial advice, whilst making it easy to understand so members can make informed decisions to ensure they achieve their financial goals."