Bright Plan Pty Ltd Financial Planning Solutions

Bright Plan Pty Ltd Financial Planning Solutions Email and Phone Number

Cheree Bonnici - Managing Director @ WT Financial Group (ASX:WTL)
Bright Plan Pty Ltd Financial Planning Solutions's Location
Australia, Australia
Bright Plan Pty Ltd Financial Planning Solutions's Contact Details

Bright Plan Pty Ltd Financial Planning Solutions work email

Bright Plan Pty Ltd Financial Planning Solutions personal email

n/a
About Bright Plan Pty Ltd Financial Planning Solutions

Bright Plan is the perfect business outsourcing solution for busy Financial Planners. Bright Plan offers a Paraplanning, Marketing and Compliance support service that enables Financial Planners to receive expert strategy and marketing production; saving time and effort. It’s easy to do business with Bright Plan. Our clients are Australia wide and we are happy to support individual planners or boutique practices. Bright Plan clients can use the service on a regular basis or as an occasional solution. Volume discounts can be negotiated.Specialties: Bright Plan's owner Cheree Bonnici has 20 years Financial Planning Industry experience. Holding roles in Paraplanning, Financial Planning and Marketing/Management. You can be assured of receiving a high level of expertise. Qualifications include a Bachelor of Business in Banking and Finance, Diploma of Financial Planning and a Graduate Certificate in Management. Personal Interests include endurance running and creative writing.

Bright Plan Pty Ltd Financial Planning Solutions's Current Company Details
WT Financial Group (ASX:WTL)

Wt Financial Group (Asx:Wtl)

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Cheree Bonnici - Managing Director
Bright Plan Pty Ltd Financial Planning Solutions Work Experience Details
  • Wt Financial Group (Asx:Wtl)
    National Compliance-Practice Peer Review
    Wt Financial Group (Asx:Wtl) Aug 2022 - Present
  • Bright Plan Pty Ltd
    Managing Director
    Bright Plan Pty Ltd 2009 - Present
    Australia Wide
    Bright Plan is the perfect business outsourcing solution for busy Financial Planners. Bright Plan offers a Paraplanning, Marketing and Compliance support service that enables Financial Planners to receive expert strategy and marketing production; saving time and effort.
  • Anz
    Business Development Manager Wa/Sa/Nt
    Anz 2006 - 2008
  • Anz
    Financial Planning
    Anz Jan 2000 - Jan 2006
    Australia

Bright Plan Pty Ltd Financial Planning Solutions Skills

Strategic Financial Planning Financial Planners Strategy Marketing Savings Wealth Management Portfolio Management Investment Strategies Financial Planning Risk Management Pensions Superannuation Retirement Planning Wealth Management Income Protection Insurance Investments

Bright Plan Pty Ltd Financial Planning Solutions Education Details

  • Unviersity Of South Australia
    Unviersity Of South Australia

Frequently Asked Questions about Bright Plan Pty Ltd Financial Planning Solutions

What company does Bright Plan Pty Ltd Financial Planning Solutions work for?

Bright Plan Pty Ltd Financial Planning Solutions works for Wt Financial Group (Asx:wtl)

What is Bright Plan Pty Ltd Financial Planning Solutions's role at the current company?

Bright Plan Pty Ltd Financial Planning Solutions's current role is Cheree Bonnici - Managing Director.

What is Bright Plan Pty Ltd Financial Planning Solutions's email address?

Bright Plan Pty Ltd Financial Planning Solutions's email address is jc****@****.on.net

What schools did Bright Plan Pty Ltd Financial Planning Solutions attend?

Bright Plan Pty Ltd Financial Planning Solutions attended Unviersity Of South Australia.

What skills is Bright Plan Pty Ltd Financial Planning Solutions known for?

Bright Plan Pty Ltd Financial Planning Solutions has skills like Strategic Financial Planning, Financial Planners, Strategy, Marketing, Savings, Wealth, Management, Portfolio Management, Investment Strategies, Financial Planning, Risk Management, Pensions.

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