xtools Search Results
2 Results
Filters
Most Relevant
Job Title
Skills
Company
School
Location
2 Results
Most Relevant
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)
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]

