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Bailey Thomas Email & Phone Number
Client Services Officer
at
Connectus Wealth Advisers
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Officer
Location
Macquarie Park, New South Wales, Australia
Who is Bailey Thomas? Overview
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Quick answer
Bailey Thomas is listed as Client Services Officer at Connectus Wealth Advisers, based in Macquarie Park, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Bailey Thomas.
Bailey Thomas previously worked as Client Services Officer at Curo Financial Services and Administration Assistant at Able Underwriting. Bailey Thomas holds Bachelor Of Commerce - Bcom, Finance from Macquarie University.
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Connectus Wealth Advisers
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Profile bio
About Bailey Thomas
I graduated a Bachelor of Commerce majoring in finance in June 2024. I have great interest in a career in financial planning, wealth management, insurance and superannuation. Over 3.5 years experience in administration, and 2.5 years in customer service.
Current workplace
Bailey Thomas's current company
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5 roles
Bailey Thomas work experience
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Client Services Officer
Current
Feb 2024 - Present
Administration Assistant
- Liaised with insurance brokers regarding endorsements, new business, renewals and cancellations
- Processed invoices, facilitated the renewal of insurance policies on a monthly basis
- Managed the time expectations of clients during periods of time-bound pressure
- Maintained file documentation and organisation to a high standard, managed diary reminders
- Received and conducted calls for the company, and other customer service ad hoc tasks
- Created and regularly updated a… Show more
Aug 2021 - Dec 2022
Financial Administrator
- Checked and confirmed clients' portfolio valuations
- Administration tasks including calculating and entering staff timesheets into Harvest
- Assisted the staff with consolidating manual transactions on Xplan and AdviserLogic
- Scanned and filed financial documents
Jan 2019 - Dec 2020
Retail Assistant And Safety Officer
- Operate electronic sales systems
- Listen to customer and staff needs and respond to their requests
- Work calmly under pressure in a busy environment
- Gave advice to management on determining stock placement to increase sales
- Developed skills of upselling of sale items
- Checked and managed potential hazards or risks to customers and staff members
Oct 2017 - Dec 2018
6 education records
Bailey Thomas education
Bachelor Of Commerce - Bcom, Finance
Statement Of Attainment In Introductory Business Skills
Higher School Certificate
Merewether High School, Newcastle, Nsw
High Performing Students Program – Globalisation And International Management
First Aid Competency Course
Australian Lifesaving Academy Nsw
Certificate I Financial Services, Banking And Financial Support Services
Youth Development And Training
FAQ
Frequently asked questions about Bailey Thomas
Quick answers generated from the profile data available on this page.
What company does Bailey Thomas work for?
Bailey Thomas works for Connectus Wealth Advisers.
What is Bailey Thomas's role at Connectus Wealth Advisers?
Bailey Thomas is listed as Client Services Officer at Connectus Wealth Advisers.
Where is Bailey Thomas based?
Bailey Thomas is based in Macquarie Park, New South Wales, Australia while working with Connectus Wealth Advisers.
What companies has Bailey Thomas worked for?
Bailey Thomas has worked for Connectus Wealth Advisers, Curo Financial Services, Able Underwriting, Ballinger'S Financial Planning, and Best & Less.
How can I contact Bailey Thomas?
You can use AeroLeads to view verified contact signals for Bailey Thomas at Connectus Wealth Advisers, including work email, phone, and LinkedIn data when available.
What schools did Bailey Thomas attend?
Bailey Thomas holds Bachelor Of Commerce - Bcom, Finance from Macquarie University.
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