Benjamin Brick Email & Phone Number
Who is Benjamin Brick? Overview
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Benjamin Brick is listed as Advice Relationship Consultant at HESTA, a company with 781 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Benjamin Brick.
Benjamin Brick previously worked as Associate Adviser at Intralink Wealth Management and Client Services Officer at Lifetime Financial Group. Benjamin Brick holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan.
Email format at HESTA
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About Benjamin Brick
Benjamin Brick is a Advice Relationship Consultant at HESTA. He possess expertise in microsoft word, microsoft office, microsoft excel, teamwork, time management and 3 more skills.
Listed skills include Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, and 4 others.
Benjamin Brick's current company
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Benjamin Brick work experience
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Associate Adviser
Current- Assisting Advisors in drafting Statements of Advice and preparing reports for clients- Attending new client and review meetings with the Adviser, taking detailed notes of discussions- Preparing meeting agendas, drafting follow-up emails to clients summarizing discussions and action items, and ensuring post-meeting notes are accurately recorded.
Client Services Officer
Providing high-level administration support to financial advisors, responsibilities include: - Preparing SoA and RoA documents - Implementing various strategies relating to investment, insurance, super, pension, and retirement. - Ensuring all compliance documentation is accurate and up-to-date in internal systems and for retail platforms - Managing the.
Case Assessor - Advice Remediation
Case assessor working within a financial services firm’s remediation program relating to inappropriate financial advice, responsible for: - Investigating, analysing, and validating financial documents within client cases, making assessments as to whether the documents met legislative requirements and compliance standards. - Navigating diverse financial.
Smoke Alarm Technician
- Installed and serviced smoke detectors in residential properties
Sales Representative
- Gas and electricity tele-sales to residential customers
Colleagues at HESTA
Other employees you can reach at hesta.com.au. View company contacts for 781 employees →
Phil Sainsbury
Colleague at Hesta
Greater Melbourne Area, Australia
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Akanksha Nadgonde, Frm
Colleague at Hesta
Sydney, New South Wales, Australia, Australia
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TT
Tristan Townsend
Colleague at Hesta
Greater Melbourne Area, Australia
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TM
Tina Makdesi
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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NC
Nikki Chaudhary
Colleague at Hesta
Greater Melbourne Area, Australia
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LG
Luke Galloway
Colleague at Hesta
Greater Melbourne Area, Australia
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DY
David Young
Colleague at Hesta
Greater Melbourne Area, Australia
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BW
Benjamin Warren
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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OT
Olga Tkacz
Colleague at Hesta
Greater Melbourne Area, Australia
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MG
Maria Guerrera
Colleague at Hesta
Greater Melbourne Area, Australia
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Benjamin Brick education
Graduate Diploma In Financial Planning, Financial Planning And Services
Bachelor'S Degree, Banking And Financial Support Services
Bachelor'S Degree, Economics
Frequently asked questions about Benjamin Brick
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What company does Benjamin Brick work for?
Benjamin Brick works for HESTA.
What is Benjamin Brick's role at HESTA?
Benjamin Brick is listed as Advice Relationship Consultant at HESTA.
Where is Benjamin Brick based?
Benjamin Brick is based in Greater Melbourne Area, Australia, Australia while working with HESTA.
What companies has Benjamin Brick worked for?
Benjamin Brick has worked for Hesta, Intralink Wealth Management, Lifetime Financial Group, Deloitte, and Devcos International.
Who are Benjamin Brick's colleagues at HESTA?
Benjamin Brick's colleagues at HESTA include Phil Sainsbury, Akanksha Nadgonde, Frm, Tristan Townsend, Tina Makdesi, and Nikki Chaudhary.
How can I contact Benjamin Brick?
You can use AeroLeads to view verified contact signals for Benjamin Brick at HESTA, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Brick attend?
Benjamin Brick holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan.
What skills is Benjamin Brick known for?
Benjamin Brick is listed with skills including Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Public Speaking, Leadership, and Communication.
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