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BGL appoints Chin Tea as Simple Fund 360 Connected Services Manager

By BGL Update, Culture, Meet the BGLersNo Comments

BGL is proud to announce the appointment of Chin Tea as its new Simple Fund 360 Connected Services Team Manager.

“It has been a pleasure to watch Chin develop and thrive both personally and professionally during her time at BGL” said Ron Lesh, BGL’s Managing Director. “Chin has been a valued and talented member of the BGL Team for 9 years and we could not be prouder to see her lead BGL’s Connected Services Team into the future.”

A qualified CPA, Chin joined the BGL Team as a Support Consultant and Product Trainer, travelling across Australia and overseas to Singapore and Hong Kong to conduct training for BGL clients. With a wealth of knowledge on BGL’s products, a passion for leadership and Agile project management, Chin has also held positions in the Data Services Team as Business Analyst/Tester and the Connected Services Team as Business Analyst, contributing significantly to BGL throughout her career.

As the Simple Fund 360 Connected Services Team Manager, Chin’s new role is to grow BGL’s expansive data feed integration list, while ensuring the continuance of data accuracy and integrity. Her role maintains and promotes existing relationships with partners, while also establishing new relationships with partners to further benefit BGL clients.

“As I step into my new role, I want to thank Ron, Daniel, Jeevan and Brad for giving me this opportunity. I have big shoes to fill, however, I am very excited and look forward to delivering great solutions to our clients,” said Chin Tea. “Teamwork makes the dream work and I have an amazing team behind me.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.

June 14, 2022
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Meet BGL’s Product Advocate, Alissa!

By BGL Update, Meet the BGLers, NewsNo Comments

Hi, my name is Alissa, and my journey to BGL has been quite an interesting one…

At 21, after completing a qualification in Event Management, which turned out, wasn’t quite for me, I found myself working in retail. It was during this time that I decided to further my education and get myself a degree. My love for processes and numbers, made accounting an obvious choice. Fast forward three years, and I had successfully completed a Bachelor of Commerce majoring in Accounting.

Even with my degree now under my belt, I still felt a bit apprehensive about entering the corporate office environment, and as such, deferred starting my accounting journey, instead opting to teach children to swim, whilst also training as a development manager. Although I loved my time working with children, the travel eventually became too much (Beaumaris to Caroline Springs – everyday!) and I felt I was ready to join the accounting industry.

“Straight away, my passion for process naturally drew me into the SMSF space.”

I was fortunate enough to be introduced to a small boutique-chartered firm, which is where my accounting journey began. Straight away, my passion for process naturally drew me into the SMSF space, which is where I predominantly focused my time, also dabbling in Business Services and commencing my CA studies. I was largely involved in the firm’s migration from BGL’s Simple Fund Desktop Product to their cloud-based solution, Simple Fund 360. This change enabled me to focus on new processes, increasing automation, and improving efficiency, thus being in a position to really come up with ways that we could display client information in an engaging way, and focus time that ordinarily would have been spent completing compliance jobs, in adding value to the client.

It was during this time that I attended BGL’s RegTech conference, and the atmosphere, general excitement and passion at this particular event really resonated with me. This got me thinking about my career, and the direction in which I wanted to go. Whilst I loved my SMSF clients, and I really enjoyed working with the team, my true passion was the process, and because of this I made the decision, having just completed my Graduate Diploma of Chartered Accounting (CA) to move out of the chartered accounting space, and across to BGL.

It was here, at BGL, that I realised the combination of hands-on experience using the product, the knowledge of how a firm operates and the technical understanding that I possessed, put me in a unique position of being able to not only understand the questions faced by clients when contemplating a software change, but also ways to overcome them, and really emphasised features of the products that make BGL an obvious choice.

I now look forward to expanding my contact base, working with the various product teams within BGL and engaging with a wider audience to discuss various topics, from product updates, tips & tricks to best practice methods.

Here comes the next part of my journey….

February 11, 2021
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