Ed Delacruz

Ed Delacruz Email and Phone Number

Senior Financial Planner @ Tribel Advisory
Sydney, NSW, AU
Ed Delacruz's Location
Greater Sydney Area, Australia
Ed Delacruz's Contact Details

Ed Delacruz personal email

n/a
About Ed Delacruz

Having started my career in financial services in 1998, I am an adviser who has developed a very strong and broad knowledge of financial planning.Helping my clients articulate what they want in life and putting in place a strategy to achieve this provides me with a great deal of satisfaction. This strong collaborative approach with a focus on long term relationships means my clients can approach their life’s journey with confidence and peace of mind.

Ed Delacruz's Current Company Details
Tribel Advisory

Tribel Advisory

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Senior Financial Planner
Sydney, NSW, AU
Website:
tribel.com.au
Employees:
34
Ed Delacruz Work Experience Details
  • Tribel Advisory
    Senior Financial Planner
    Tribel Advisory
    Sydney, Nsw, Au
    View
  • Tribel Advisory
    Senior Financial Planner
    Tribel Advisory May 2019 - Present
    View
  • Aon Hewitt
    Senior Financial Planner
    Aon Hewitt Mar 2016 - May 2019
    Sydney, Australia
    View
  • Fifteen Hundred Financial Strategists
    Senior Financial Planner / Manager Of The Ongoing Advice Team
    Fifteen Hundred Financial Strategists May 2015 - Sep 2015
    Sydney Cbd
    In addition to providing advice to my own portfolio of key clients, my responsibilities were to: - Manage and mentor the team responsible for delivering ongoing advice; and- Collaborate with the General Manager to improve the business processes
    View
  • Hall Chadwick Financial Planning
    Senior Financial Planner
    Hall Chadwick Financial Planning Apr 2006 - Apr 2015
    Working closely with the senior accounting team to provide quality advice to the firms clients with a large focus on Self Managed Superannuation Fund strategies and Direct Equity portfolios.
    View
  • Ing Financial Planning
    Senior Financial Planner
    Ing Financial Planning May 2005 - Apr 2006
    As the Senior Planner, in addition to building and looking after my own portfolio, I was responsible for mentoring and training a team of financial planners new to the industry.
    View
  • National Australia Bank
    Financial Planner
    National Australia Bank Apr 2002 - May 2005
    Initially providing advice to MLC clients the role transitioned to looking after the NAB's Business Bank. Within the Business Bank I provided advice to the unique needs of business owners.
    View
  • Mlc Limited
    Senior Paraplanner
    Mlc Limited Jul 2000 - Apr 2002
    Working within MLC's Threesixty division, my role was to prepare financial plans and strategies for hundreds of financial advisers Australia wide.
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  • St George Bank
    Paraplanner
    St George Bank May 1999 - Jul 2000
    Preparation of comprehensive financial plans for St George banks financial planners. I was also heavily involved in providing strategy, technical and software advice and support to the planners.
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  • St George Bank
    Investment Consultant
    St George Bank Jul 1998 - May 1999
    Implementation of investment products for customers of the bank. Success in this role enabled me to very quickly progress to my goal of entering financial planning.
    View

Ed Delacruz Skills

Superannuation Financial Advice Retirement Planning Wealth Financial Planning Insurance Smsf Strategic Financial Planning Income Protection Financial Advisory Portfolio Management Financial Planners Investment Strategies Pensions Relationship Management Wealth Management Investments Financial Services Investment Advisory

Ed Delacruz Education Details

Frequently Asked Questions about Ed Delacruz

What company does Ed Delacruz work for?

Ed Delacruz works for Tribel Advisory

What is Ed Delacruz's role at the current company?

Ed Delacruz's current role is Senior Financial Planner.

What is Ed Delacruz's email address?

Ed Delacruz's email address is ed****@****itt.com

What schools did Ed Delacruz attend?

Ed Delacruz attended University Of Wollongong.

What skills is Ed Delacruz known for?

Ed Delacruz has skills like Superannuation, Financial Advice, Retirement Planning, Wealth, Financial Planning, Insurance, Smsf, Strategic Financial Planning, Income Protection, Financial Advisory, Portfolio Management, Financial Planners.

Who are Ed Delacruz's colleagues?

Ed Delacruz's colleagues are Kyle Sealy, David Giles, David Clancy, Vijay Patil, Jesmond (Jez) Azzopardi, Grant Liddell, Lyn Su.

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