Paul Ambrose Email & Phone Number
Who is Paul Ambrose? Overview
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Paul Ambrose is listed as Financial Planner at Hostplus, a with 259 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Paul Ambrose.
Paul Ambrose previously worked as Financial Planner at Energy Industries Superannuation Scheme and Financial Planner at Commonwealth Bank. Paul Ambrose holds Master'S Degree - Financial Planning from Curtin University.
Email format at Hostplus
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About Paul Ambrose
Having worked across a range of businesses, from small practices to large institutions, my expertise and experience has helped people to meet their financial goals. I am passionate about helping people and understanding what's important to them in life. My focus on service has given customers confidence in their holistic financial planning needs. I love a challenge, particularly on projects to improve customer outcomes and have extensive experience with superannuation and retirement planning. Outside of financial advice I love playing any kind of sport and traveling to new places.
Listed skills include Retirement Planning, Wealth Management, Superannuation, Personal Financial Planning, and 2 others.
Paul Ambrose's current company
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Paul Ambrose work experience
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Financial Planner
I provide holistic financial advice to members predominantly working in the energy industries within NSWI also conduct education seminars or webinars to employer groups and members and respond to general member queries across superannuation, investments and insurance, including those with defined benefit schemes to help simplify their complexity.Notable AchievementsPlayed a significant role in a project to improve the efficiency and delivery of the funds financial planning offeringThe accredited Aged Care specialist within the team, providing education and support for clients and their families with high care needs.
Financial Planner
I provided holistic financial advice to clients across Australia through understanding their life goals. Areas of advice that I regularly provided included superannuation, retirement planning and personal insurances. Notable AchievementBrought a significant uplift in branch engagement through a revamped training structure that resulted in an increase in pieces of advice provided to clients
Servicing Planner
I provided support for a senior financial adviser through client management, advice preparation and research.I also provided direct, holistic financial advice to people so that they could achieve their goals.Notable AchievementMaintained engagement with over 200 clients to ensure that ongoing service levels were being met and directly contributed towards the senior planner achieving quarterly metrics and bonus targets.
Servicing Advisor
My role was focused on engaging with existing and prospective clients in order to provide an appropriate level of ongoing service and professional, quality advice.Notable AchievementRemodeled marketing material that led to an increase in client engagement and advice service transactions.
Client Relationship Consultant (Contract)
I processed the day to day fund manager transactions, super and pension payments, rollovers and contributions and the opening and closing of the business day. I also engaged with internal and external stakeholders on fixing processing errors.Notable AchievementReceived an award from providing input on establishing the company’s values.
Colleagues at Hostplus
Other employees you can reach at hostplus.com.au. View company contacts for 259 employees →
Sara Aile
Colleague at HostplusGreater Melbourne Area, Australia
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Lisa-Jane Lohning
Colleague at HostplusAustralia
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Aysun Tuluk-Moscatt
Colleague at HostplusAustralia
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Jeremy Heupt
Colleague at HostplusGreater Melbourne Area, Australia
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Fiona Carroll
Colleague at HostplusGreater Adelaide Area, Australia
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Cameron Turl
Colleague at HostplusWollert, Victoria, Australia
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Paul French
Colleague at HostplusHobart, Tasmania, Australia
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Dita Yesil
Colleague at HostplusGreater Melbourne Area, Australia
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Chyanne Zheng
Colleague at HostplusGreater Melbourne Area, Australia
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Jane Fettes
Colleague at HostplusGreater Melbourne Area, Australia
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Paul Ambrose education
Master'S Degree - Financial Planning
Bachelor Of Commerce (B.Com.), Marketing And Management
Education record
Frequently asked questions about Paul Ambrose
Quick answers generated from the profile data available on this page.
What company does Paul Ambrose work for?
Paul Ambrose works for Hostplus.
What is Paul Ambrose's role at Hostplus?
Paul Ambrose is listed as Financial Planner at Hostplus.
Where is Paul Ambrose based?
Paul Ambrose is based in Sydney, New South Wales, Australia while working with Hostplus.
What companies has Paul Ambrose worked for?
Paul Ambrose has worked for Hostplus, Energy Industries Superannuation Scheme, Commonwealth Bank, Western Pacific Financial Advisors, and Asgard Wealth Solutions.
Who are Paul Ambrose's colleagues at Hostplus?
Paul Ambrose's colleagues at Hostplus include Sara Aile, Lisa-Jane Lohning, Aysun Tuluk-Moscatt, Jeremy Heupt, and Fiona Carroll.
How can I contact Paul Ambrose?
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What schools did Paul Ambrose attend?
Paul Ambrose holds Master'S Degree - Financial Planning from Curtin University.
What skills is Paul Ambrose known for?
Paul Ambrose is listed with skills including Retirement Planning, Wealth Management, Superannuation, Personal Financial Planning, Life Insurance, and Investments.
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