Emily Pearson Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

Pinnacle is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms. Through partnerships with high-performing boutique investment management businesses, we provide investors with access to a wide range of quality investment.

Sydney, Australia

Colonial First State is a subsidiary of The Commonwealth Bank Group, Australia’s leading provider of financial services. My role involved providing general financial advice to members in the areas of superannuation, insurance, investment selection, retention and contributions.

Sydney, Australia

As a trainee broker at YBR, I provide ongoing advice and support to our new and existing clients, whilst researching and preparing loan applications. I deal directly with various BDM's and review all documents and client records to ensure compliance. The role is dynamic and has a great environment which enables me to learn and evolve within the finance.

Dee Why

During my time as an office manager I developed and implemented various administration processes and procedures, whilst managing the database and customer relations. Furthermore, I developed numerous office initiatives such as seminars, staff social events, charity donations and provided general advice for the advisors.

Sydney, Australia

ABF Wines is a specialist online retailer of great value, limited release, crafted wines, most of which is sold by the case and is linked with Australian Banking and Finance (AB+F) Magazine. Within my time at ABF wines, I managed the website and produced content, whilst also managing the accounts to ensure reconciliation.

Bachelor Of Business, Finance And Marketing

Higher School Certificate, 90+

Activities and Societies: My school activities were, but not limited to; School Choir, School Debating Team, School Sport; including.