Brooke Taylor

Brooke Taylor Email and Phone Number

FP Admin Manager @ Robertson Scannell
East Toowoomba, QLD, AU
Brooke Taylor's Location
Morwell, Victoria, Australia, Australia
About Brooke Taylor

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.

Brooke Taylor's Current Company Details
Robertson Scannell

Robertson Scannell

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FP Admin Manager
East Toowoomba, QLD, AU
Employees:
38
Brooke Taylor Work Experience Details
  • Robertson Scannell
    Fp Admin Manager
    Robertson Scannell
    East Toowoomba, Qld, Au
  • Money Talk Planners
    Senior Portfolio Administrator
    Money Talk Planners Mar 2018 - Present
    Morwell
  • Flight Centre Travel Group
    Retail Consultant At Flight Centre Travel Group
    Flight Centre Travel Group Feb 2017 - Nov 2017
    Toowoomba/ Warragul
  • Fortress Financial Solutions Pty Ltd
    Practice Officer
    Fortress Financial Solutions Pty Ltd Jun 2016 - Dec 2016
    Toowoomba, Australia
    Based 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.
  • Condontreasure Financial Services
    Client Service Assisstant
    Condontreasure Financial Services Sep 2014 - Jun 2016
    Toowoomba, Australia
  • Hillross Financial Services
    Adviser Support Officer
    Hillross Financial Services Apr 2009 - Sep 2014
    Work with the Adviser to seek new opportunities. First point of contact for all existing or new clients. Organise client and intermediary events.
  • Moore Lewis & Partners
    Financial Services Administrator
    Moore Lewis & Partners May 2006 - Mar 2009
    All 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).
  • University Of Southern Queensland
    Admin @ Residential Colleges
    University Of Southern Queensland 2005 - 2006
    General administration work, interaccted with students and the public on a daily basis.

Brooke Taylor Skills

Office Administration Regulatory Compliance Business Strategy Microsoft Office Client Liaison Databases Data Entry Client Presentation Client Relations Skills Business Development Team Management

Brooke Taylor Education Details

  • Concordia Luthern College
    Concordia Luthern College
  • Kaplan Australia
    Kaplan Australia
    Financial 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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