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
Skills Profile
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)
|
|