Jane Davis

Jane Davis Email and Phone Number

Financial Planner at Invest Blue @ Invest Blue
australia
Jane Davis's Location
Dubbo, New South Wales, Australia, Australia
Jane Davis's Contact Details

Jane Davis work email

Jane Davis personal email

n/a
About Jane Davis

A highly motivated individual with extensive experience in the Financial Planning and banking Industry. My work is driven by my passion for client service, providing tailored solutions to meet client's short term and long term objectives. I have held various positions within this industry such as Financial Planner/Supervisor and Business Consultant which allows me to provide clients with the highest level of service and advice on a personal and business level. Throughout my career, it has been paramount to continually build and maintain effective and professional relationships. This includes building a rapport to create a strong customer base and maintain ongoing business growth through ongoing referrals from clients

Jane Davis's Current Company Details
Invest Blue

Invest Blue

View
Financial Planner at Invest Blue
australia
Employees:
74
Jane Davis Work Experience Details
  • Invest Blue
    Financial Planner
    Invest Blue Sep 2021 - Present
    Dubbo, New South Wales, Australia
  • Advisory Group (Amp Financial Planning)
    Financial Planner
    Advisory Group (Amp Financial Planning) May 2016 - Sep 2021
    Dubbo
  • Commonwealth Bank
    Financial Planner
    Commonwealth Bank Jun 2009 - May 2016
    Dubbo
  • Colonial First State
    Coin Development Manager
    Colonial First State Jun 2006 - Jun 2007
    Sydney, Australia
  • Commonwealth Bank
    Senior Paraplanner
    Commonwealth Bank Jan 2004 - Jun 2006
    Sydney, Australia
  • Commonwealth Bank
    Personal Banking Financial Adviser
    Commonwealth Bank Feb 2001 - Jan 2004
    Sydney, Australia

Jane Davis Skills

Wealth Management Personal Insurance Financial Planning Retirement Planning Superannuation Financial Services Portfolio Management

Jane Davis Education Details

  • Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Kaplan Professional
    Advanced Diploma Financial Services (Financial Planning)
  • Kaplan Professional
    Kaplan Professional
    Diploma Financial Services (Financial Planning)
  • University Of Newcastle
    Business, Management, Marketing, And Related Support Services

Frequently Asked Questions about Jane Davis

What company does Jane Davis work for?

Jane Davis works for Invest Blue

What is Jane Davis's role at the current company?

Jane Davis's current role is Financial Planner at Invest Blue.

What is Jane Davis's email address?

Jane Davis's email address is ja****@****.com.au

What schools did Jane Davis attend?

Jane Davis attended Kaplan Professional, Kaplan Professional, Kaplan Professional, University Of Newcastle.

What skills is Jane Davis known for?

Jane Davis has skills like Wealth Management, Personal Insurance, Financial Planning, Retirement Planning, Superannuation, Financial Services, Portfolio Management.

Who are Jane Davis's colleagues?

Jane Davis's colleagues are Anthony Lyons, Tom Merrick, Sarah Rose, Tony Ross, Lisa Forbes, Adam Ghanem Jp (Qual), Adam Smith.

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