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Senior Financial Planner

I have spent 4 of the past 5 years as a Senior Financial Planner at WB Financial managing upwards of 100 relationships and providing completely holistic advice. My keys skills are in relationship building, analytics and organisation.

Work Preferences

Desired Salary
90,000 - 100,000 per year  
Availability
Immediately  
Desired Job Type
Full Time  
Can Travel for Work
Interstate Only  
Highest Education Level
Bachelor Degree  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Financial Planner (High-Net-Worth)
Financial Planner (Retail)
Financial Planner (Risk Focused)
Insurance (Life)

Qualifications

Completed Institution Degree / Qualification
2000 Macquarie University Commerce  

Work Related Training & Certification

Completed Institution Training / Certification
2011 FPA CFP  
2007 Finsia Graduate Diploma (Financial Planning)