Cwt Support Analyst
Xplan Support (transitioned to Centrepoint due to sale)
Apr 2021 - Nov 2021
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Christopher Osborne Email & Phone Number
Xplan Practice & Conversion Manager
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Role
Xplan Practice & Conversion Manager
Location
Greater Brisbane Area, Australia
Who is Christopher Osborne? Overview
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Quick answer
Christopher Osborne is listed as Xplan Practice & Conversion Manager based in Greater Brisbane Area, Australia. AeroLeads shows a matched LinkedIn profile for Christopher Osborne.
Christopher Osborne previously worked as CWT Support Analyst at Clearview Wealth Limited and Client Services Officer at Finnest Financial Pty Ltd. Christopher Osborne holds Master Of Financial Planning, Financial Planning And Services from Griffith University.
Profile bio
About Christopher Osborne
Christopher Osborne is a Xplan Practice & Conversion Manager. Colleagues describe him as "Chris is a hard working, genuine, honest young man with a real drive to work in the Finance industry. He is always looking for opportunities to learn more and if I were in the position to do so, I would never hesitate to hire Chris again."
Listed skills include Customer Service, Portfolio Management, Microsoft Office, Powerpoint, and 13 others.
6 roles · 19 years
Christopher Osborne work experience
A career timeline built from the work history available for this profile.
Client Services Officer
Assisting clients with their needs and being a friendly first point of contact to assist them.Preparing and sending letters/documents to clientsMeet and greet clientsImplementing client adviceContacting institutions for client informationAssisting the financial advisors & paraplanning team with ad-hoc dutiesAssisting with preparation of review work papers and updating post review SOAGeneral office administrationGeneral Internal IT assistant
Jun 2016 - Mar 2021
Client Servies Officer
Assisting with SMSF Accounting and Management - data gathering & statement analysisCalculation of Clients Contribution Caps - super and FBT Salary PackagingSalary Packaging knowledge - Remserv & SompakAssisting with client tax documents - Division 293 & Excess Concessional Contributions FormsPreparing and sending letters/documents to clientsMeet and greet clientsContacting institutions for client informationAssisting the financial advisors & paraplanning team with… Show more Assisting with SMSF Accounting and Management - data gathering & statement analysisCalculation of Clients Contribution Caps - super and FBT Salary PackagingSalary Packaging knowledge - Remserv & SompakAssisting with client tax documents - Division 293 & Excess Concessional Contributions FormsPreparing and sending letters/documents to clientsMeet and greet clientsContacting institutions for client informationAssisting the financial advisors & paraplanning team with ad-hoc dutiesAssisting with preparation of review work papers and updating post review SOAGeneral office administrationGeneral Internal IT assistant Show less
Mar 2014 - May 2016
Portfolio Administrator
Maintaining and updating PraemiumQuarterly and Year End reports on client portfoliosAssisting with preparation of review work papers and updating post review SOAASIC Annual Company StatementsPreparing and sending letters/documents to clientsMeet and greet clientsContacting institutions for client informationGeneral office administrationAssisting the financial advisors & paraplanning team with ad-hoc duties
May 2013 - Dec 2013
Sales Assistant
Nov 2009 - Jan 2013
Finance Trainee
2008 - 2009
~1 yr
2 education records
Christopher Osborne education
Master Of Financial Planning, Financial Planning And Services
Bachelor Of Commerce (B.Com.), Accounting And Finance
FAQ
Frequently asked questions about Christopher Osborne
Quick answers generated from the profile data available on this page.
What is Christopher Osborne's role at their current company?
Christopher Osborne is listed as Xplan Practice & Conversion Manager.
Where is Christopher Osborne based?
Christopher Osborne is based in Greater Brisbane Area, Australia.
What companies has Christopher Osborne worked for?
Christopher Osborne has worked for Clearview Wealth Limited, Finnest Financial Pty Ltd, Absolute Financial Planning Solutions, Aspire Retire Financial Services, and Myer.
How can I contact Christopher Osborne?
You can use AeroLeads to view verified contact signals for Christopher Osborne, including work email, phone, and LinkedIn data when available.
What schools did Christopher Osborne attend?
Christopher Osborne holds Master Of Financial Planning, Financial Planning And Services from Griffith University.
What skills is Christopher Osborne known for?
Christopher Osborne is listed with skills including Customer Service, Portfolio Management, Microsoft Office, Powerpoint, Teamwork, Rg146, Praemium, and Office Administration.
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