Alexandra Giomataris
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Alexandra Giomataris Email & Phone Number

Strategic Wealth Advice at JBWere
Location: Greater Melbourne Area, Australia, Australia 9 work roles 3 schools
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Current company
JBWere
Role
Strategic Wealth Advice
Location
Greater Melbourne Area, Australia, Australia
Company size
567 employees

Who is Alexandra Giomataris? Overview

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Quick answer

Alexandra Giomataris is listed as Strategic Wealth Advice at JBWere, a company with 567 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Alexandra Giomataris.

Alexandra Giomataris previously worked as Wealth Adviser at Jbwere and Associate - Strategic Financial Planning (SFP) at Jbwere. Alexandra Giomataris holds Bachelor Of Commerce (B.Com.), Accounting And Finance from University Of Tasmania.

Company email context

Email format at JBWere

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JBWere

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Profile bio

About Alexandra Giomataris

Alexandra Giomataris is a Strategic Wealth Advice at JBWere. They possess expertise in microsoft excel, banking, customer service, accounting, finance and 11 more skills.

Listed skills include Microsoft Excel, Banking, Customer Service, Accounting, and 12 others.

Current workplace

Alexandra Giomataris's current company

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JBWere
Jbwere
Strategic Wealth Advice
australia
Website
jbwere.com
Employees
567
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Company profile
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9 roles

Alexandra Giomataris work experience

A career timeline built from the work history available for this profile.

Wealth Adviser

Current
Jbwere

Melbourne, Victoria, Australia

Nov 2023 - Present

Associate - Strategic Financial Planning (Sfp)

Jbwere
Apr 2020 - Nov 2023

Associate

Jbwere
  • Technical Support Planning; SMSF, Tax, Structures, Reporting
  • Client Reviews
  • Financial Plans
  • Client Support/Relationship Management
  • SOA preparation
  • Financial Modelling
Feb 2018 - Apr 2020

Investment Analyst

Jbwere
  • Administrative/Adviser Support
  • Trading
  • Compliance
  • Event management
  • Business Improvement
  • Client Relationships and Meetings
Nov 2016 - Feb 2018

Analyst

Jbwere

Melbourne, Australia

Analyst in Professional Investor Services and Senior Analyst International SolutionsProfessional Investor Services:* Produces tailored and bespoke reports that include Portfolio Valuations and Performance Reports for high networth clients.* Accurate and timely generation of reports*Liaising with Advisors* Monitor and analyse performance attribution.

Nov 2015 - Nov 2016

Analyst

Deloitte Australia

Melbourne, Australia

* Prepares asset, liability, and capital account entries by compiling and analysing account information.* Documenting financial transactions by entering account information. *Maintains accounting controls by preparing and recommending policies and procedures.* Preparation financials and Tax Returns* Substantiates financial transactions by auditing.

Nov 2014 - Nov 2015

Front Office Receptionist

Wrest Point

Customer Service, working as part of a team, cash handling.Able to deal with and solve customer complaints.

Apr 2013 - Mar 2014

Intern

Gmk Partners Pty Ltd

Melbourne, Australia

Summer Internship where I worked as part of a team processing individual/business tax returns. I was responsible for accurate data entry and general administrative duties. I attended client meetings and helped prepare documents for Audit.

Nov 2012 - Dec 2012
Team & coworkers

Colleagues at JBWere

Other employees you can reach at jbwere.com. View company contacts for 567 employees →

NB Nikki Borg Nikki Borg Colleague at Jbwere Greater Melbourne Area, Australia View → SC Stuart Cain Stuart Cain Colleague at Jbwere New South Wales, Australia, Australia View → LR Lucy Rosano Lucy Rosano Colleague at Jbwere Greater Melbourne Area, Australia View → CF Callum Fisher Callum Fisher Colleague at Jbwere Greater Melbourne Area, Australia View → MS Mark Stratford Mark Stratford Colleague at Jbwere New Zealand, New Zealand View → LH Leanne Houlihan Leanne Houlihan Colleague at Jbwere Canberra, Australian Capital Territory, Australia, Australia View → PP Peter Purcell Peter Purcell Colleague at Jbwere Greater Melbourne Area, Australia View → AM Andrew Mathis Andrew Mathis Colleague at Jbwere Greater Melbourne Area, Australia View → NK Naomi King Naomi King Colleague at Jbwere Melbourne, Victoria, Australia, Australia View → NE Nicholas Evans Nicholas Evans Colleague at Jbwere Greater Sydney Area, Australia View →
3 education records

Alexandra Giomataris education

FAQ

Frequently asked questions about Alexandra Giomataris

Quick answers generated from the profile data available on this page.

What company does Alexandra Giomataris work for?

Alexandra Giomataris works for JBWere.

What is Alexandra Giomataris's role at JBWere?

Alexandra Giomataris is listed as Strategic Wealth Advice at JBWere.

Where is Alexandra Giomataris based?

Alexandra Giomataris is based in Greater Melbourne Area, Australia, Australia while working with JBWere.

What companies has Alexandra Giomataris worked for?

Alexandra Giomataris has worked for Jbwere, Deloitte Australia, Wrest Point, Commonwealth Bank, and Gmk Partners Pty Ltd.

Who are Alexandra Giomataris's colleagues at JBWere?

Alexandra Giomataris's colleagues at JBWere include Nikki Borg, Stuart Cain, Lucy Rosano, Callum Fisher, and Mark Stratford.

How can I contact Alexandra Giomataris?

You can use AeroLeads to view verified contact signals for Alexandra Giomataris at JBWere, including work email, phone, and LinkedIn data when available.

What schools did Alexandra Giomataris attend?

Alexandra Giomataris holds Bachelor Of Commerce (B.Com.), Accounting And Finance from University Of Tasmania.

What skills is Alexandra Giomataris known for?

Alexandra Giomataris is listed with skills including Microsoft Excel, Banking, Customer Service, Accounting, Finance, Teamwork, Microsoft Word, and Microsoft Office.

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