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Bella Rose Email & Phone Number
Senior Client Relationship Manager
at
UNLESS Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Client Relationship Manager
Location
Sydney, New South Wales, Australia
Company size
Who is Bella Rose? Overview
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Quick answer
Bella Rose is listed as Senior Client Relationship Manager at UNLESS Financial, a company with 6 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Bella Rose.
Bella Rose previously worked as Assistant Advisor at William Buck and Client Services & Investment Management at Hlb Mann Judd. Bella Rose holds Bachelor Of Economics & Finance, Distinction from University Of Wollongong.
Company email context
Email format at UNLESS Financial
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UNLESS Financial
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Profile bio
About Bella Rose
I am driven by a desire to make a positive impact. I find deep satisfaction in tackling challenges and contributing to solutions that benefit others.
Current workplace
Bella Rose's current company
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Unless Financial
5 roles
Bella Rose work experience
A career timeline built from the work history available for this profile.
Assistant Advisor
CurrentSkilled in managing client relationships, leading meetings, and overseeing the development and implementation of complex financial strategies across cashflow, debt management, superannuation, insurance, and investments, with a strong focus on project management from strategy to execution.
May 2023 - Present
Client Services & Investment Management
Led strategic reviews for a large wholesale client base, supported portfolio analysis, and played a pivotal role in executing private investment deals by managing client communications, coordinating capital raising, preparing key documentation, and overseeing fund payment processes.
Sep 2021 - Mar 2023
Wealth Management Trainee
- Provided quality support and assistance to advisors.
- Prepared strategic reviews for a large wholesale client base.
Mar 2021 - Aug 2021
Supervisor
- Delegated tasks to all staff and oversaw the correct function of each department
- Communicated with staff members and reported to general manager
Feb 2018 - Mar 2021
2 education records
Bella Rose education
Bachelor Of Economics & Finance, Distinction
Certificate, Carbon Literacy
Carbon Literacy Project
FAQ
Frequently asked questions about Bella Rose
Quick answers generated from the profile data available on this page.
What company does Bella Rose work for?
Bella Rose works for UNLESS Financial.
What is Bella Rose's role at UNLESS Financial?
Bella Rose is listed as Senior Client Relationship Manager at UNLESS Financial.
Where is Bella Rose based?
Bella Rose is based in Sydney, New South Wales, Australia while working with UNLESS Financial.
What companies has Bella Rose worked for?
Bella Rose has worked for Unless Financial, William Buck, Hlb Mann Judd, and Iga Supermarkets.
How can I contact Bella Rose?
You can use AeroLeads to view verified contact signals for Bella Rose at UNLESS Financial, including work email, phone, and LinkedIn data when available.
What schools did Bella Rose attend?
Bella Rose holds Bachelor Of Economics & Finance, Distinction from University Of Wollongong.
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