xplan proficient Search Results
Filters
Vik Turna
An inspirational professional who has a track record of achieving business, revenue and profitability objectives through a respectful, forward-thinkin... View More
Top Skills
Vik Turna
An inspirational professional who has a track record of achieving business, revenue and profitability objectives through a respectful, forward-thinkin... View More
Top Skills
Ronney Kurian
Dynamic and professional, with over 4 years of experience in financial planning. Excelled in leadership and managerial roles. Proven expertise in team... View More
Top Skills
Certifications
- CFP - Currently pursuing Level 4 of the Certified Financial Planner (CFP)
JOHN CARLO VISMONTE
A result-oriented and experienced candidate seeking a Client Service Officer position to build long-lasting relationships with clients and long-term l... View More
Top Skills
Certifications
- Certificate of Completion as a Financial Planning Assistant given last 2022-09-26.
- Xero advisor certified Certification date: 2025-02-02 Expiry date: 2026-12-12.
Thomas Guthrie
Senior Client Service Manager and qualified adviser with a proven track record of delivering outstanding client outcomes. Expertise in understanding c... View More
Top Skills
Certifications
- Professional year signed off and Financial Adviser Exam completed - ASIC Qualified Adviser (Completed in 2025)
- Bachelor of Commerce (Financial planning major)
- (Completed in 2022)
MUGI DAVAATSEREN
Analytical professional with strong background in financial modelling and investment research. Skilled in providing financial consultations and soluti... View More
Top Skills
Certifications
- Training – Foundation of Financial Modeling in MS Excel, LinkedIn [2023], Strategic Planning, LinkedIn [2022], IRESS, Xpan [2022], Morningstar AdvisorLogic, 2022 [2022]
Diogo Rodrigues
I am a Senior Financial Adviser and capability leader with years of experience across banking, holistic advice, remediation, compliance collaboration ... View More
Top Skills
Certifications
- FASEA Exam Pass 2020
- RG146
Fletcher Waddell
Solid foundational knowledge and intuition regarding financial principles with a powerful desire to learn and grow in financial planning. Understandin... View More
Top Skills
Hadley O'Connor
Dynamic Financial Advisor with a strong foundation in regulated financial planning, backed by the CII Level 4 Diploma and hands-on experience in a cli... View More
Top Skills
Matilda Larkin
I am an adaptable, empathetic professional with experience across healthcare, financial services, and childcare. I thrive in fast-paced environments, ... View More