Glen Sumner Email & Phone Number
@fitz.com.au
2 phones found area 141
LinkedIn matched
Who is Glen Sumner? Overview
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Glen Sumner is listed as Private Wealth Adviser at Fitzpatricks Private Wealth, a with 15 employees, based in Greater Perth Area, Australia. AeroLeads shows a work email signal at fitz.com.au, phone signal with area code 141, and a matched LinkedIn profile for Glen Sumner.
Glen Sumner previously worked as Commonwealth Private | Private Wealth Manager - Strategic Advice at Commonwealth Bank and Commonwealth Private | Private Wealth Manager - Associate at Commonwealth Bank. Glen Sumner holds Bachelor Of Business, Financial Planning from Rmit University.
Email format at Fitzpatricks Private Wealth
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AeroLeads found 1 current-domain work email signal for Glen Sumner. Compare company email patterns before reaching out.
About Glen Sumner
Throughout my career, I have focused on providing outstanding service and proactive advice to high net worth individuals. I have a strong understanding of my clients’ personal and business goals and I'm dedicated to giving trusted advice that ensures their ongoing success.As a financial adviser, I manage and develop relationships with high net worth families. I provide my clients with full strategic and investment advice. My clients generally invest with a portfolio approach and tend to hold investments for the longer term. I’m responsible for their portfolio construction and risk assessment based on a structured approach, ongoing portfolio review and all implementation/execution as required.
Listed skills include Business Strategy, Portfolio Management, Risk Management, Change Management, and 16 others.
Glen Sumner's current company
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Glen Sumner work experience
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Private Wealth Adviser
Current
Commonwealth Private | Private Wealth Manager - Strategic Advice
As a Private Wealth Manager, I am responsible for developing and managing relationships with high net worth individuals. I provide relevant information and quality advice on a holistic range of investment services, products and innovative solutions to my clients, including: direct equities, margin lending, hybrids, listed investment vehicles, managed funds, equity derivatives, structured products, cashflow management, financial modelling, tax-effective wealth accumulation strategies and retirement planning advice.At Commonwealth Private we seek to provide outstanding service, pro-active financial advice and unique opportunities to our clients. Our clients typically have household income of more than $400,000 pa and have an intent to borrow or invest $2,500,000 or more. We also provide a Private Office service which is unique in the Australian market for clients with investments of more than $10,000,000. Our credentials are strong having won the most popular Outstanding Private Banking Institution Award from the Australian Private Banking Council (APBC) in 2009, 2010, 2011, 2012 and 2013. This award is mostly determined by the surveying of Australia's wealthy by the APBC.
Commonwealth Private | Private Wealth Manager - Associate
Commonwealth Private | Private Banker - Associate
Cbfc Accounting Examiner
Commercial Conveyancing Officer
Personal Loan Examiner
Home Loan Examiner
Colleagues at Fitzpatricks Private Wealth
Other employees you can reach at fitz.com.au. View company contacts for 15 employees →
Carmel Mcinnes
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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NG
Neville Graham
Colleague at Fitzpatricks Private WealthThe Gap, Queensland, Australia
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BW
Barton White
Colleague at Fitzpatricks Private WealthCoolangatta, Queensland, Australia
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PR
Patrick Ryan
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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RK
Rachel Knaus
Colleague at Fitzpatricks Private WealthGreater Newcastle Area, Australia
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WB
Warwick Bird
Colleague at Fitzpatricks Private WealthPerth, Western Australia, Australia
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BC
Brad Cole
Colleague at Fitzpatricks Private WealthGreater Brisbane Area, Australia
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TD
Tam Dy
Colleague at Fitzpatricks Private WealthSydney, New South Wales, Australia
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CL
Colin Lewis
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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LS
Louise Silver
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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Glen Sumner education
Bachelor Of Business, Financial Planning
Diploma Of Financial Services (Financial Planning)
Diploma Of Financial Planning
Foundation Dfp
Certificate Ii Of Information Technology
Primary And Secondary Education
Frequently asked questions about Glen Sumner
Quick answers generated from the profile data available on this page.
What company does Glen Sumner work for?
Glen Sumner works for Fitzpatricks Private Wealth.
What is Glen Sumner's role at Fitzpatricks Private Wealth?
Glen Sumner is listed as Private Wealth Adviser at Fitzpatricks Private Wealth.
What is Glen Sumner's email address?
AeroLeads has found 1 work email signal at @fitz.com.au for Glen Sumner at Fitzpatricks Private Wealth.
What is Glen Sumner's phone number?
AeroLeads has found 2 phone signal(s) with area code 141 for Glen Sumner at Fitzpatricks Private Wealth.
Where is Glen Sumner based?
Glen Sumner is based in Greater Perth Area, Australia while working with Fitzpatricks Private Wealth.
What companies has Glen Sumner worked for?
Glen Sumner has worked for Fitzpatricks Private Wealth and Commonwealth Bank.
Who are Glen Sumner's colleagues at Fitzpatricks Private Wealth?
Glen Sumner's colleagues at Fitzpatricks Private Wealth include Carmel Mcinnes, Neville Graham, Barton White, Patrick Ryan, and Rachel Knaus.
How can I contact Glen Sumner?
You can use AeroLeads to view verified contact signals for Glen Sumner at Fitzpatricks Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Glen Sumner attend?
Glen Sumner holds Bachelor Of Business, Financial Planning from Rmit University.
What skills is Glen Sumner known for?
Glen Sumner is listed with skills including Business Strategy, Portfolio Management, Risk Management, Change Management, Wealth Management, Investments, Superannuation, and Retirement Planning.
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