Assessment Analyst
Current
Jul 2023 - Present
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Amanda White Email & Phone Number
Assessment Analyst
at
BC Assessment
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Assessment Analyst
Location
Kelowna, British Columbia, Canada
Company size
Who is Amanda White? Overview
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Quick answer
Amanda White is listed as Assessment Analyst at BC Assessment, a with 493 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Amanda White.
Amanda White previously worked as Appraiser I at Bc Assessment and Property Information Collector at Bc Assessment. Amanda White holds Bachelor Of Commerce (Bcom), Banking And Economics from Curtin University.
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Email format at BC Assessment
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BC Assessment
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Profile bio
About Amanda White
I am living in Kelowna, British Columbia and employed as an Assessment Analyst at BC Assessment. Completing an Appraisal Designation through the Post Graduate Certificate of Valuation Program at the University of British Columbia’s Real Estate Division. Before my tenure at BC Assessment, I lived in Australia, where I held the position of Financial Planner. In this capacity, I was responsible for delivering goals-based financial planning advice within the South West region of Western Australia, an experience that broadened my perspective and honed my skills in providing strategic financial guidance.
Current workplace
Amanda White's current company
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Bc Assessment
9 roles
Amanda White work experience
A career timeline built from the work history available for this profile.
Appraiser I
May 2022 - Jul 2023
Property Information Collector
Mar 2022 - May 2022
Financial Advisor
Oct 2021 - Mar 2022
Financial Planner
Delivery of the Lifestyle Financial Planning Process through the analysis of client needs, the development and delivery of appropriate planning strategies and product solutions, and the preparation of quality, compliant Statements of Advice and the implementation of agreed recommendationsOngoing service and review – delivery of ongoing client service packageMaintenance of effective relationships with referral partners, source clients sets and educate them on the financial planning process
Apr 2016 - Dec 2019
Owner / Paraplanner
Skilled Paraplanning Services
•Production of compliant Advice Documentation, including Statements of Advice and Review documentation to a superior standard within agreed turnaround times.•Holistic Statement of Advice Strategies including – Self Managed Super Fund, Retirement Planning, Cash Flow Management, Wealth Creation (inclusive of gearing), Debt Reduction, Insurance, Estate Planning and Superannuation•Remaining up-to-date with technical issues and developments within the financial planning industry•Adherence to compliance regulation and maintenance of ongoing accreditation requirements
Jul 2013 - Apr 2016
Paraplanner
•Production of compliant Advice Documentation, including Statements of Advice and Review documentation to a superior standard within agreed turnaround times.•Holistic Statement of Advice Strategies including – Self Managed Super Fund, Retirement Planning, Cash Flow Management, Wealth Creation (inclusive of gearing), Debt Reduction, Insurance, Estate Planning and Superannuation•Remaining up-to-date with technical issues and developments within the financial planning industry•Adherence to compliance regulation and maintenance of ongoing accreditation•Provide Training for new Adviser Assistant staff members
Nov 2012 - Jul 2013
Adviser Assistant
•Preparing Statements of Advice (SoA’s) – for insurance, superannuation, investment, retirement planning for Adviser to Vet•Preparing Records of Advice (ROA’s)•Proof read client presentations and preparation of client reports as directed•Processing investment, superannuation and insurance applications including suspense management.•Meet compliance requirements•Responding to queries•Greeting clients and professional associates•Booking appointments•Management of filing system •Client database management•Responsible for newsletter mailings•Staff Function organisation•Responsible for organisation of seminars 2010-2011
Mar 2010 - Nov 2012
Adviser Assistant
Universal Wealth Partners
•Drafting of Records Of Further Advice (ROFA) (financial planner completes)•Drafting Risk-Only and Limited Statements Of Advice (SOA) (financial planner completes)•Proof read client presentations and preparation of client reports as directed•Management of client review process•Responding to queries•Greeting clients and professional associates•Booking appointments•Management of filing system •Client database management•Website administration•Responsible for organisation of seminars
Apr 2007 - Mar 2010
Team & coworkers
Colleagues at BC Assessment
Other employees you can reach at bcassessment.ca. View company contacts for 493 employees →
KB
Knight Bonnie
Colleague at Bc AssessmentAbbotsford, British Columbia, Canada
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TK
Tiffany Keen
Colleague at Bc AssessmentVictoria, British Columbia, Canada
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SN
Susan Nicholl
Colleague at Bc AssessmentVictoria, British Columbia, Canada
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GB
Garth Bathgate
Colleague at Bc AssessmentPenticton, British Columbia, Canada
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RS
Rob Sarrazin
Colleague at Bc AssessmentEsquimalt, British Columbia, Canada
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LM
Linnet Mckay
Colleague at Bc AssessmentBurnaby, British Columbia, Canada
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AB
Andrew Bessant
Colleague at Bc AssessmentNanaimo, British Columbia, Canada
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LW
Lisa Warnock
Colleague at Bc AssessmentWilliams Lake, British Columbia, Canada
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CW
Christopher Whyte
Colleague at Bc AssessmentCanada
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HK
Herman Ko
Colleague at Bc AssessmentVancouver, British Columbia, Canada
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Knight Bonnie
Colleague at Bc AssessmentAbbotsford, British Columbia, Canada
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TK
Tiffany Keen
Colleague at Bc AssessmentVictoria, British Columbia, Canada
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SN
Susan Nicholl
Colleague at Bc AssessmentVictoria, British Columbia, Canada
View →
GB
Garth Bathgate
Colleague at Bc AssessmentPenticton, British Columbia, Canada
View →
RS
Rob Sarrazin
Colleague at Bc AssessmentEsquimalt, British Columbia, Canada
View →
LM
Linnet Mckay
Colleague at Bc AssessmentBurnaby, British Columbia, Canada
View →
AB
Andrew Bessant
Colleague at Bc AssessmentNanaimo, British Columbia, Canada
View →
LW
Lisa Warnock
Colleague at Bc AssessmentWilliams Lake, British Columbia, Canada
View →
CW
Christopher Whyte
Colleague at Bc AssessmentCanada
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HK
Herman Ko
Colleague at Bc AssessmentVancouver, British Columbia, Canada
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4 education records
Amanda White education
Bachelor Of Commerce (Bcom), Banking And Economics
High School Certificate
Carine Senior High School
Advanced Diploma Of Financial Planning
Kaplan
Advanced Diploma Financial Planning
FAQ
Frequently asked questions about Amanda White
Quick answers generated from the profile data available on this page.
What company does Amanda White work for?
Amanda White works for BC Assessment.
What is Amanda White's role at BC Assessment?
Amanda White is listed as Assessment Analyst at BC Assessment.
Where is Amanda White based?
Amanda White is based in Kelowna, British Columbia, Canada while working with BC Assessment.
What companies has Amanda White worked for?
Amanda White has worked for Bc Assessment, Scotiabank, Nab, Skilled Paraplanning Services, and Profusion Planning.
Who are Amanda White's colleagues at BC Assessment?
Amanda White's colleagues at BC Assessment include Knight Bonnie, Tiffany Keen, Susan Nicholl, Garth Bathgate, and Rob Sarrazin.
How can I contact Amanda White?
You can use AeroLeads to view verified contact signals for Amanda White at BC Assessment, including work email, phone, and LinkedIn data when available.
What schools did Amanda White attend?
Amanda White holds Bachelor Of Commerce (Bcom), Banking And Economics from Curtin University.
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