Anna Davis Email and Phone Number
Anna Davis work email
- Valid
Anna Davis personal email
Anna Davis phone numbers
Over 20 years experience in the financial services industry including Mortgage Broking, Aggregation and Financial Planning. I believe that the client deserves the highest level of service possible and consistency and best practice are the way to achieve this. I pride myself on my relationship management, attention to detail, time management and organisational skills.
Prospa
View- Website:
- prospa.org.uk
- Employees:
- 218
-
Business Development Manager - QldProspa Oct 2023 - PresentAustralia
-
Lending Specialist ManagerFuture Proof Finance May 2023 - Oct 2023Brisbane, Queensland, Australia
-
Partnership ManagerAfg Australian Finance Group Aug 2019 - Apr 2023 -
Relationship ManagerAfg Australian Finance Group Apr 2014 - Jul 2019Assist the AFG BDM's with support in recruiting and business development within the Brisbane Portfolio.Provide ongoing support to new and existing brokers. Ensure that the signup process runs smoothly and assist brokers with all things AFG - accreditation, software, training, marketing, cross sales and general administration.
-
Adviser Support Manager,QldCentric Wealth Mar 2009 - Mar 2014Brisbane, AustraliaTo effectively manage the state office and support staff and provide support to the Adviser team for the implementation and ongoing management of client portfolios. To encourage teamwork; create a culture of productivity that promotes an effective, smooth-running firm, with the highest quality and consistent service standards to both internal and external clientele of Centric Wealth. -
Client Service Manager / Team LeaderCentric Wealth Dec 2004 - Mar 2009Brisbane, AustraliaTo oversee and manage the Brisbane Client Service Team to deliver high quality client relations on behalf of the adviser teams by being the first point of contact for client and external adviser enquiries, taking responsibility for monitoring client workflow and service delivery to completion; problem-solving on behalf of clients and co-ordinating team activities and deliverables, to allow the advisers to focus on client-facing activities.To encourage teamwork; create a culture of productivity that promotes an effective, smooth-running firm, with the highest quality and consistent service standards
-
Administration AssistantRodney Gibson & Associates Pty Ltd Mar 2003 - Dec 2004• Front desk receptionist support• Administrative support to the Principal Adviser• Coordination and organisation of client meetings• Introduction and set-up of Visiplan• Preparation of letters of advice • Annual review preparation• Ad hoc report preparation • Set up of new client accounts (Managed Funds)• Ad hoc administrative work
Anna Davis Skills
Anna Davis Education Details
-
The National Finance InstituteFns40815 Certificate Iv In Finance And Mortgage Broking -
Management Consultancy InternationalWomen In Management
-
Kaplan Education Pty LtdFinancial Planning And Services
-
Kaplan Education Pty LtdFinancial Planning And Services
-
The University Of QueenslandAccounting And Finance
-
All Hallows' School
-
St Joseph'S Primary School Corinda
Frequently Asked Questions about Anna Davis
What company does Anna Davis work for?
Anna Davis works for Prospa
What is Anna Davis's role at the current company?
Anna Davis's current role is All things finance | Customer Obsessed | Technology and Process |.
What is Anna Davis's email address?
Anna Davis's email address is an****@****.com.au
What is Anna Davis's direct phone number?
Anna Davis's direct phone number is +614040*****
What schools did Anna Davis attend?
Anna Davis attended The National Finance Institute, Management Consultancy International, Kaplan Education Pty Ltd, Kaplan Education Pty Ltd, The University Of Queensland, All Hallows' School, St Joseph's Primary School Corinda.
What skills is Anna Davis known for?
Anna Davis has skills like Financial Services, Wealth Management, Management, Client Services, Portfolio Management, Relationship Management, Investments, Risk Management, Aml, Change Management, Superannuation, Wealth Management Services.
Who are Anna Davis's colleagues?
Anna Davis's colleagues are Jack Bidmade, Hung Le Hoang Viet, Roberto Sanz, Emily Shannon, Scott Morrison, Rene Huezo, Blake Shipley.
Not the Anna Davis you were looking for?
-
-
-
1lilly.com -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial