Andersen Philp Email & Phone Number

As a Senior Analyst at JBWere, a leading wealth management firm, I have over six years of experience in the financial services industry, with a focus on the operational and compliance aspects of client portfolios. I hold an Advanced Diploma in Financial Planning with a SMSF Specialist stream, which enables me to support Investment Advisors with complex and diverse cases, including trusts, Not For Profits, and Self Managed Super Funds (SMSF).My passion is to help people achieve their financial and retirement goals from an operational perspective, while also fostering a positive and inclusive work culture. I have strong analytical skills, attention to detail, and a creative mindset that allows me to think beyond conventional boundaries and provide high-quality service to the clients and my team. I also have a keen interest in driving systems, processes, and efficiencies to enhance outcomes for clients and the business. I am always eager to learn new skills and update my knowledge of the industry trends and best practices.

Listed skills include Account Management, Inventory Management, Fmcg, Management, and 27 others.