Pianne Chan
About Pianne Chan
Pianne Chan is a Superannuation Product Specialist at Russell Investments, where she has worked since 2021. She holds a Bachelor of Commerce/Bachelor of Science from the University of New South Wales and has extensive experience in financial services, including roles at CommSec and BT Financial Group.
Work at Russell Investments
Pianne Chan has been employed at Russell Investments since 2021, currently holding the position of Superannuation Product Specialist. In this role, she oversees the GoalTracker SME, which is an investment solution designed to assist clients in achieving their financial objectives. Prior to her current position, she worked at Russell Investments as a Member Solutions Consultant from 2014 to 2021. During her tenure, she demonstrated strong sales skills and consistently focused on exceeding daily targets.
Education and Expertise
Pianne Chan earned a Bachelor of Commerce and Bachelor of Science from the University of New South Wales, completing her studies from 2008 to 2011. She also holds a Diploma of Financial Planning, which highlights her expertise in financial planning and advisory services. Additionally, she is RG 146 compliant, indicating her recognized competency in financial services within Australia.
Background
Before joining Russell Investments, Pianne Chan worked at CommSec as a Client Registry Officer for nine months in 2012 to 2013. She then transitioned to BT Financial Group, where she served as a Financial Consultant for one year from 2013 to 2014. Her diverse experience in the financial services sector has contributed to her comprehensive understanding of superannuation and investment solutions.
Achievements
In her current role, Pianne Chan enjoys conducting Assets Under Management (AUM) reporting and analysis, presenting results to management on a quarterly basis. Her commitment to continuous professional growth is evident in her motivation to learn and develop new skills, which supports her effectiveness in her current position and contributes to her professional development.