Breeanna Walsh

Breeanna Walsh Email and Phone Number

Financial Adviser at Lead Financial @ Lead Advisory Group
bendigo, victoria, australia
Breeanna Walsh's Location
Bendigo, Victoria, Australia, Australia
Breeanna Walsh's Contact Details

Breeanna Walsh work email

Breeanna Walsh personal email

About Breeanna Walsh

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.

Breeanna Walsh's Current Company Details
Lead Advisory Group

Lead Advisory Group

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Financial Adviser at Lead Financial
bendigo, victoria, australia
Website:
leadgroup.com.au
Employees:
9
Breeanna Walsh Work Experience Details
  • Lead Advisory Group
    Financial Adviser
    Lead Advisory Group May 2024 - Present
    Bendigo, Victoria, Australia
  • Lead Advisory Services
    Provisional Financial Adviser
    Lead Advisory Services Sep 2021 - May 2024
    Bendigo, Australia
  • Lead Advisory Group
    Paraplanner
    Lead Advisory Group Mar 2018 - Sep 2021
    Bendigo, Victoria, Australia
    Lead 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.
  • Stephen White Financial Services
    Administrator
    Stephen White Financial Services May 2017 - Feb 2018
    Bendigo, Australia
    At 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.
  • Personalised Realty
    Gold Coast Rental Department Manager
    Personalised Realty Oct 2012 - Jul 2016
    Hope Island, Gold Coast
    If 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.
  • L J Hooker Nerang
    Property Manager
    L J Hooker Nerang Oct 2010 - Sep 2012
  • Realty Plus Australia
    Property Manager
    Realty Plus Australia Jan 2010 - Dec 2010
  • Iga Varsity Lakes
    Store Manager
    Iga Varsity Lakes Mar 2007 - Dec 2010
  • Liberty (Formerly Ampol)
    Site Manager
    Liberty (Formerly Ampol) Mar 2003 - Mar 2007
    Parkwood

Breeanna Walsh Skills

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 Land Acquisition Sellers Auctions Real Estate Economics Facilities Management Accounts Payable Rent Roll Residential Inventory Management Training And Development Order Management Financial Reporting Staff Supervision Rental Management Procedure Development Real Estate Marketing Employee Training Rostering Staff Management Supermarkets Maintenance Management Cash Flow Management Property Marketing Working With Children Early Childhood Education Console General Office Duties Rental Properties Childcare Psychology Staff Training Safety Management Food Safety Food Service Stock Control Brand Development Community Relations Counselling

Breeanna Walsh Education Details

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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