Breeanna Walsh Email and Phone Number
Breeanna Walsh work email
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Breeanna Walsh personal email
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Experienced Financial Services Professional with a demonstrated history of working in the investment management industry. Additionally skilled in Investment Management, Retail Management, People Management, and Business Management Systems. Strong believer in continuing education with a Bachelor of Psychological Science, Real Estate Salesperson Certificate and FASEA approved Graduate Diploma of Financial Planning from Kaplan Australia.
Lead Advisory Group
View- Website:
- leadgroup.com.au
- Employees:
- 9
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Financial AdviserLead Advisory Group May 2024 - PresentBendigo, Victoria, Australia -
Provisional Financial AdviserLead Advisory Services Sep 2021 - May 2024Bendigo, Australia -
ParaplannerLead Advisory Group Mar 2018 - Sep 2021Bendigo, Victoria, AustraliaLead Advisory Group has been working closely with the Bendigo community since 1995. We are a team of highly experienced accountants and financial planners who are committed to helping our clients achieve their business and financial goals.Our firm forms close partnerships with our clients, enabling us to understand your unique situation and to customise the assistance we provide. Our team members are the heart and soul of our business, and our guiding principles are integrity, respect, teamwork, achievement and innovation.We provide a range of services, including taxation, accounting, financial planning, lending and finance, business development and self managed super funds (SMSF). Our expert team works one-on-one with clients to provide tailored financial solutions, strategy and advice. -
AdministratorStephen White Financial Services May 2017 - Feb 2018Bendigo, AustraliaAt Stephen White Financial Planning, we keep in mind that the better informed you are, the better informed your decisions will be. As our client, you are at the centre of all that we do. We are committed to doing all that we can to support and assist you in making appropriate financial decisions.Our service goes beyond simple investment and superannuation advice. Our planners take the time and care to understand what is important to you and what you wish to achieve – in the short, medium and long term.Your planner will apply his/her expertise to your particular situation and develop cost-effective strategies that meet not only your financial needs, but also give you the peace of mind that comes with financial security.Our planners will help you take informed steps to meet your financial needs and objectives, while also allowing you the freedom to change your mind as your needs and personal situation changes.
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Gold Coast Rental Department ManagerPersonalised Realty Oct 2012 - Jul 2016Hope Island, Gold CoastIf you are looking for a management company that takes a personalised and professional approach to the management of your property the opportunity is in your hands... Call me now and see how I can help you.We structure our business for your piece of mind. Imagine being able to handle everything in one convenient phone call with a single point of contact that you know and trust. Your dedicated property manager will handle every aspect associated with your property. Gain back your piece of mind by having one person who truly knows your portfolio and is prepared to be accountable for its performance.Our head office at Hope Island offers full service, results driven, property management service. We manage properties across the whole Gold Coast from Burleigh Waters to Marsden and from Broadbeach to Mount Tamborine.We work with you at all stages of the property's life cycle- from researching your options for you new home or house and land package right up until you choose to sell. We also understand that as your dreams grow so too may your investment needs. We can also arrange Personalised solutions in future investment advice, financial planning and sales solutions.Queries and referrals welcome.
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Property ManagerL J Hooker Nerang Oct 2010 - Sep 2012
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Property ManagerRealty Plus Australia Jan 2010 - Dec 2010
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Store ManagerIga Varsity Lakes Mar 2007 - Dec 2010
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Site ManagerLiberty (Formerly Ampol) Mar 2003 - Mar 2007Parkwood
Breeanna Walsh Skills
Breeanna Walsh Education Details
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Masters Of Financial Planning (Currently Completing) -
Graduate Diploma Of Financial Planning -
Bookkeeping Institute Of AustraliaCertificate Iv In Accounts Administration -
Property Training QldReal Estate Salesperson Registration Certificate -
Marketing Electives -
Trinity Lutheran CollegeHigh School Certificate
Frequently Asked Questions about Breeanna Walsh
What company does Breeanna Walsh work for?
Breeanna Walsh works for Lead Advisory Group
What is Breeanna Walsh's role at the current company?
Breeanna Walsh's current role is Financial Adviser at Lead Financial.
What is Breeanna Walsh's email address?
Breeanna Walsh's email address is be****@****ail.com
What schools did Breeanna Walsh attend?
Breeanna Walsh attended Kaplan Professional, Kaplan Professional, Bookkeeping Institute Of Australia, Property Training Qld, Griffith University, Trinity Lutheran College.
What skills is Breeanna Walsh known for?
Breeanna Walsh has skills like Investment Properties, Rentals, Leases, Real Estate, Residential Homes, Customer Service, Lease Negotiations, Investors, Real Estate Transactions, Real Estate License, Commercial Real Estate, Corporate Real Estate.
Who are Breeanna Walsh's colleagues?
Breeanna Walsh's colleagues are Chris Payne Cfp®, Chantelle Sherwell, Joanne Wells, Loralee Luckett, Cara Hall, Anesu Chibisa, Meron Scott.
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