Jane Davis work email
- Valid
Jane Davis personal email
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
Invest Blue
View- Website:
- investblue.com.au
- Employees:
- 74
-
Financial PlannerInvest Blue Sep 2021 - PresentDubbo, New South Wales, Australia -
Financial PlannerAdvisory Group (Amp Financial Planning) May 2016 - Sep 2021Dubbo -
Financial PlannerCommonwealth Bank Jun 2009 - May 2016Dubbo -
Coin Development ManagerColonial First State Jun 2006 - Jun 2007Sydney, Australia -
Senior ParaplannerCommonwealth Bank Jan 2004 - Jun 2006Sydney, Australia -
Personal Banking Financial AdviserCommonwealth Bank Feb 2001 - Jan 2004Sydney, Australia
Jane Davis Skills
Jane Davis Education Details
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Financial Planning And Services -
Kaplan ProfessionalAdvanced Diploma Financial Services (Financial Planning) -
Kaplan ProfessionalDiploma Financial Services (Financial Planning) -
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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