Brooke Taylor Email and Phone Number
Experienced Portfolio Administrator with a demonstrated history of working in the financial services industry. Skilled in Databases, Office Administration, Business Development, Client Relations, and Business Strategy. Strong finance professional with a Diploma of Financial Planning focused in Financial Planning from Kaplan Australia.
Robertson Scannell
View- Website:
- robertson-scannell.com.au
- Employees:
- 38
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Fp Admin ManagerRobertson ScannellEast Toowoomba, Qld, Au -
Senior Portfolio AdministratorMoney Talk Planners Mar 2018 - PresentMorwell
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Retail Consultant At Flight Centre Travel GroupFlight Centre Travel Group Feb 2017 - Nov 2017Toowoomba/ Warragul -
Practice OfficerFortress Financial Solutions Pty Ltd Jun 2016 - Dec 2016Toowoomba, AustraliaBased in Toowoomba on the Darling Downs, FFS are a locally owned & operated financial planning practice that is doing things differently. We are a dynamic team providing a fresh perspective on financial advice and using some fantastic software & tools to make managing your money easy. -
Client Service AssisstantCondontreasure Financial Services Sep 2014 - Jun 2016Toowoomba, Australia
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Adviser Support OfficerHillross Financial Services Apr 2009 - Sep 2014Work with the Adviser to seek new opportunities. First point of contact for all existing or new clients. Organise client and intermediary events. -
Financial Services AdministratorMoore Lewis & Partners May 2006 - Mar 2009All Financial Planning admin work including lodgment of new applications, buying and selling shares and managed funds. Loans and leasing (from quotes right through to the final paperwork).
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Admin @ Residential CollegesUniversity Of Southern Queensland 2005 - 2006General administration work, interaccted with students and the public on a daily basis.
Brooke Taylor Skills
Brooke Taylor Education Details
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Concordia Luthern College -
Kaplan AustraliaFinancial Planning
Frequently Asked Questions about Brooke Taylor
What company does Brooke Taylor work for?
Brooke Taylor works for Robertson Scannell
What is Brooke Taylor's role at the current company?
Brooke Taylor's current role is FP Admin Manager.
What schools did Brooke Taylor attend?
Brooke Taylor attended Concordia Luthern College, Kaplan Australia.
What skills is Brooke Taylor known for?
Brooke Taylor has skills like Office Administration, Regulatory Compliance, Business Strategy, Microsoft Office, Client Liaison, Databases, Data Entry, Client Presentation, Client Relations Skills, Business Development, Team Management.
Who are Brooke Taylor's colleagues?
Brooke Taylor's colleagues are Mark Mackenzie, Cory Balnaves, Renai Lang, Sarah Saunders, Jemma Boston, Mark Mahony, Stela Dixit.
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