JC
Jolie Cheng
Paraplanner at Industry Fund Services
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Work Experience
2017 - Present · 7 years and 11 months
Paraplanner
2021 - Present · 3 years and 11 months
Trainee Paraplanner
2019 - 2021 · 2 years
Credit Officer Ifcc
2017 - 2019 · 2 years
Company Details
51-200 Employees
Your Super Partner For almost 30 years, IFS has empowered profit-to-member super funds by delivering specialist solutions to help their members retire with confidence and dignity. Financial advice and education: We’re one of Australia’s largest advice providers to the super sector. Choose full advice licensee services or the individual services you need. Either way, we’ve got you covered. From member education and digital advice, to intrafund and comprehensive retirement advice. Unpaid super recovery: We’ve recovered almost $2 billion in unpaid super back into member accounts. We work with super funds and employers to make sure members get the super they’re entitled to, while helping employers meet their obligations. Consulting Services: As your partner, we work with you to understand your ambitions, challenges and needs. Drawing on 30 years of experience and an innovators mindset, we create and fuel tailored solutions for your fund. Digital tools, education platforms, advice service models or compliance assurance – if it relates to education, advice or unpaid super we can help. Drawing on our deep expertise and scale, we’ve helped our partners take care of almost 6 million Australians over 30 years. We know super so we understand your needs. We deliver. And we do the right thing – always. With a work culture that reflects the values and purpose of our origins, IFS is also a great place to work! If you are interested in working with us, please look at our current vacancies listed under 'Jobs'. If you are a fund and want to know more about partnering with IFS, please contact one of our team by visiting our website.
Year Founded
1994
Social Media
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Industry
Financial Services, Life insurance companies, Financial and insurance services, Business Services, Pension schemes, voluntary
HQ Location
Level 22, 2 Lonsdale Street Melbourne, Victoria 3000, AU
Keywords
Financial Planning and AdviceCollection of members unpaid SG contributionsInsurance Solutions
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