Associate Investment Advisor
Jul 2021 - May 2022
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Fernanda Cacho Email & Phone Number
Financial Security Advisor
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✓ Verified Jun 2026
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Profile completeness 86%
Role
Financial Security Advisor
Location
Bondi Beach, New South Wales, Australia
Who is Fernanda Cacho? Overview
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Quick answer
Fernanda Cacho is listed as Financial Security Advisor based in Bondi Beach, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Fernanda Cacho.
Fernanda Cacho previously worked as Associate Investment Advisor at Hao Wu Financial Solutions Inc. and Associate Investment Advisor at Sun Life. Fernanda Cacho holds Diploma, Educational Leadership And Administration, General from Academies Australasia Polytechnic.
Profile bio
About Fernanda Cacho
Fernanda Cacho is a Financial Security Advisor.
Listed skills include Microsoft Excel.
8 roles
Fernanda Cacho work experience
A career timeline built from the work history available for this profile.
Associate Investment Advisor
Jul 2021 - May 2022
Financial Service Advisor
Sep 2020 - Jun 2021
Itrade Customer Service Representative
May 2020 - Aug 2020
Customer Service Representative
First line of contact and consultant to customers Understand customers needs and recommend the right products and servicesIdentify opportunities to help customers and grow business Use critical thinking to remain solutions focused and recognized the big picture
Nov 2019 - Apr 2020
Financial Advisor
Cultivate and grow financial planning relationships forcustomersAdvise clients regarding advantages and disadvantages ofdifferent financial product and determines which financialproducts are suitable for client needs and financialcircumstancesAttend and participate in product promotion event at thebranchesPropose an strategy and solution to solve for.
May 2015 - Jun 2016
Financial Planner
Create sales strategies to build up a customer portafolio Prospect for new clients with: cold calls, warm calls, referrals, eventsPropose an strategy and solution to solve for client needs or resource gapsBuild rapport with client needs by providing meaningful information, insights and suggestionsDetermine which financial products are suitable for client.
Feb 2014 - May 2015
Administrator
Performed general office duties and administrative tasks Quoting and processing purchase ordersProducing creditor payment listsHandling accounts payable, cheques for suppliers and contractorsSupport in the organization of government tendersSocial media marketingScheduled client appointments and maintained up-to-date client filesIn charge of managing the.
May 2011 - Feb 2014
2 education records
Fernanda Cacho education
Diploma, Educational Leadership And Administration, General
Bachelor Of Business Administration (B.B.A.), Banking And Financial Support Services
FAQ
Frequently asked questions about Fernanda Cacho
Quick answers generated from the profile data available on this page.
What is Fernanda Cacho's role at their current company?
Fernanda Cacho is listed as Financial Security Advisor.
Where is Fernanda Cacho based?
Fernanda Cacho is based in Bondi Beach, New South Wales, Australia.
What companies has Fernanda Cacho worked for?
Fernanda Cacho has worked for Hao Wu Financial Solutions Inc., Sun Life, Laurentian Bank, Scotiabank, and Bmo Financial Group.
How can I contact Fernanda Cacho?
You can use AeroLeads to view verified contact signals for Fernanda Cacho, including work email, phone, and LinkedIn data when available.
What schools did Fernanda Cacho attend?
Fernanda Cacho holds Diploma, Educational Leadership And Administration, General from Academies Australasia Polytechnic.
What skills is Fernanda Cacho known for?
Fernanda Cacho is listed with skills including Microsoft Excel.
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