Cassandra Pearson Cfp® work email
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Cassandra Pearson Cfp® personal email
Financial Planner with over a decade of industry experience across national and international companies. A successful history of providing comprehensive financial planning advice across superannuation, estate planning, investments and risk management. Passionate about helping clients achieve their financial goals with a holistic and personal planning approach. FASEA approved degree and a CFP®.
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Financial PlannerRiver City Financial Planning Aug 2022 - PresentBrisbane, Queensland, Australia
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AssociateRiver City Financial Planning Jul 2020 - Aug 2022
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AdvisorAusure Feb 2020 - Jul 2020Brisbane, Australia -
Financial Planning ConsultantNexus Insurance Brokers Llc Aug 2018 - Aug 2019Dubai, United Arab EmiratesNEXUS Group – Nexus Insurance Brokers / Nexus Financial Services are the largest financial advisors in the GCC region, offering a composite suite of insurance, savings and investment products to both corporate and individual clients from a range of international and domestic product providers.As qualified professionals, Nexus is a company you can trust and as an independent organisation, free from ties to a particular product provider, we can meet those needs with carefully selected solutions from the world’s foremost financial services & insurance companies.With over twenty five years’ experience in the GCC (Gulf Cooperation Council), Nexus operations are located in Dubai, Abu Dhabi, Qatar, Lebanon, the Kingdom of Bahrain and Kuwait to underpin a professional and quality level of service to our clients.We are regulated for the provision of life insurance, savings plans, employee benefits, general insurance and various classes of commercial insurance. -
Financial PlannerStateplus Jun 2018 - Sep 2018Canberra, Australia -
Associate PlannerStateplus Jun 2016 - Jun 2018Canberra, AustraliaStatePlus is a nation wide financial planning business with more than $84 billion under management, it is one of Australia’s largest profit-for-member super funds.My current role sees me successfully build and maintain relationships with a diverse portfolio of clients. I provide holistic advice to clients across a number of financial planing ares such as investments, superannuation and defined benefit schemes.I believe that trust is an essential part of any successful relationship.
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Associate Adviser/ParaplannerFiducian Financial Services Oct 2014 - Jun 2016Canberra, AustraliaThe Fiducian Group delivers financial services and provides a range of investment, superannuation and retirement services. Fiducian is a national company with offices located in capital cities and regional centres around Australia.My role at Fiducian was focused on providing support and maintaining relationships with our clients as well as ensuring high quality support and technical assistance to the Principal Advisers. My responsibilities included market research and analysis, development of financial plan recommendations, implementation and portfolio management.Working in small business environment required me to take on tasks outside of my assigned role. I have a keen interest in digital marketing and took on the management of advertising and promotion of the business. This involved such projects as creating a new business website, organizing client seminars and designing a state wide radio campaign.
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Sales RepresentativeColourwise Nursery Mar 2014 - Apr 2015ActMy role was focused on establishing and improving business to business relationships and creating further opportunities.• Serviced existing accounts, placed orders, and establish new accounts by planning and organizing daily work. • Built effective working relationships with both clients and stakeholders within the role to achieve positive outcomes
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Administrative AssistantInvestor Success Network Aug 2010 - May 2011MaitlandInvestor Success Network provides a comprehensive range of services for investors.They have a holistic approach and work with thier clients to create wealth by providing strategic and detailed asset protection, structuring, taxation, lending, financial and personal insurance advice.My role was to provide administrative support to the Financial Director included: •Reported directly to Financial Director, scheduled appointments using electronic diary,•Implement new databases system and managed database accurately.• Maintained confidential records and files, creation of documents and excel spread sheets,• Managed internal and external correspondence,• Answered clients phone calls in an exceptional manner,• Provided customer service and handled customer queries about provide services,• Made purchases, prepared invoices and keeping track of overdue accounts.
Cassandra Pearson Cfp® Skills
Cassandra Pearson Cfp® Education Details
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Banking And Financial Support Services -
Mount View HsBusiness/Commerce, General
Frequently Asked Questions about Cassandra Pearson Cfp®
What company does Cassandra Pearson Cfp® work for?
Cassandra Pearson Cfp® works for River City Financial Planning
What is Cassandra Pearson Cfp®'s role at the current company?
Cassandra Pearson Cfp®'s current role is Financial Planner.
What is Cassandra Pearson Cfp®'s email address?
Cassandra Pearson Cfp®'s email address is ca****@****.com.au
What schools did Cassandra Pearson Cfp® attend?
Cassandra Pearson Cfp® attended University Of Canberra, Mount View Hs.
What are some of Cassandra Pearson Cfp®'s interests?
Cassandra Pearson Cfp® has interest in Social Services, Music Performance And Composition, Travelling, Economic Empowerment, Environment, Science And Technology, Team Sports (Soccer), Disaster And Humanitarian Relief, Health.
What skills is Cassandra Pearson Cfp® known for?
Cassandra Pearson Cfp® has skills like Microsoft Office, Finance, Communication, Management, Banking, Financial Planning, Customer Service, Sales, Sap, Community Outreach, Time Management, Accounting.
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