Jason Dawe Email & Phone Number
@amp.com.au
1 phone found area 141
LinkedIn matched
Who is Jason Dawe? Overview
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Jason Dawe is listed as Advice Remediation Assessment Manager at Oceanic Consulting Group, a with 7 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a work email signal at amp.com.au, phone signal with area code 141, and a matched LinkedIn profile for Jason Dawe.
Jason Dawe previously worked as File Review and Assessment Officer (Advice Remediation/Case assessor) at Amp and Advice Auditor, Vetter, Advice Governance at Amp. Jason Dawe holds Bachelor'S Degree, Business (Financial Planning) from Rmit University.
Email format at Oceanic Consulting Group
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AeroLeads found 1 current-domain work email signal for Jason Dawe. Compare company email patterns before reaching out.
About Jason Dawe
I am a strong financial planning professional with a Business Degree from RMIT with a financial planning major, and the Advanced Diploma of Financial Planning from Kaplan Professional Education. I have a demonstrated history of working in the financial services industry, including client remediation, auditing, advice governance, vetting, and paraplanning. As a reliable, meticulous, hardworking and motivated person, I also have excellent organisation, communication and interpersonal skills originally developed in the retail industry where I was Assistant Store Manager with Coles Supermarkets and further developed throughout my career in financial planning.
Listed skills include Banking, Risk Management, Management, Customer Service, and 19 others.
Jason Dawe's current company
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Jason Dawe work experience
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File Review And Assessment Officer (Advice Remediation/Case Assessor)
My responsibilities as a AMP File Review and Assessment Officer with AMP include, assessing comprehensive financial advice by advisers across the country to ensure that best interest duties and AMP policies are being followed and high quality advice is being delivered to clients. Then providing compensation to clients in cases where the client has not been placed into a better position.
Advice Auditor, Vetter, Advice Governance
My responsibilities as a AMP Advice Auditor with AMP include, reviewing comprehensive financial advice by advisers across the country to ensure that best interest duties and AMP policies are being followed and high quality advice is being delivered to clients.
Paraplanner
My responsibilities as a Paraplanner with AMP include, writing comprehensive Statements of Advice for Advisers to present to their clients, including Superannuation, Personal Insurance, Retirement Planning, Centrelink, and investment portfolios.
Practice Manager, Paraplanner, And Investment Research
Practice Manager: Manage the financial advisers and assist them to be able to complete their roles successfully, whilst also managing the admin and paraplanning teams.Investment Research: Provide assistance to the investment manager, review and research investments primarily direct equities.Paraplanner: Produce quality statements of advice in areas including SMSF, Super, Investment, Insurance and Centrelink.
Insurance Agent And Broker
Financial Adviser: To help clients discover their own financial freedom by providing quality financial advice.Insurance Broker: Assist clients with general insurance needs, business and personal insurance.
Financial Planning Assistant
At Godfrey Partners we pride ourselves in building long-term client relationships and have retained some of our clients for over 30 years. We work with our clients to help them achieve their idea of financial freedom. As an authorised representative of Hillross Financial Planning we have been able to provide a wide range of Financial planning, Retirement planning and Life Insurance solutions for existing and new clients.
Colleagues at Oceanic Consulting Group
Other employees you can reach at oceanicconsultinggroup.com. View company contacts for 7 employees →
Jarryd Lassen
Colleague at Oceanic Consulting GroupSydney, New South Wales, Australia
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BG
Brendan Gorman
Colleague at Oceanic Consulting GroupMelbourne, Victoria, Australia
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Duy Quang
Colleague at Oceanic Consulting GroupGreater Sydney Area, Australia
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Simon Lucas
Colleague at Oceanic Consulting GroupNoble Park, Victoria, Australia
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Paul Neves
Colleague at Oceanic Consulting GroupSydney, New South Wales, Australia
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HL
Heino Ling Fcpa,Cpa(Fps),Mba, Sffin,Cfs,Advdipfp,Dipfmbm
Colleague at Oceanic Consulting GroupBox Hill, New South Wales, Australia
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SM
Saeed Mir
Colleague at Oceanic Consulting GroupGreater Melbourne Area, Australia
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Georgia Shuwalow
Colleague at Oceanic Consulting GroupNewcastle, New South Wales, Australia
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MX
Michelle Xu
Colleague at Oceanic Consulting GroupRyde, New South Wales, Australia
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LS
Lou Srbinovski
Colleague at Oceanic Consulting GroupSydney, New South Wales, Australia
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Jason Dawe education
Bachelor'S Degree, Business (Financial Planning)
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Services, Financial Planning And Services
Sace Stage 1 & 2, Secondary Education
International Secondary School
Superconcepts & Icfs Specialist Smsf Online Course, Smsf
Accredited Listed Product Adviser Program, Stock Broking
Frequently asked questions about Jason Dawe
Quick answers generated from the profile data available on this page.
What company does Jason Dawe work for?
Jason Dawe works for Oceanic Consulting Group.
What is Jason Dawe's role at Oceanic Consulting Group?
Jason Dawe is listed as Advice Remediation Assessment Manager at Oceanic Consulting Group.
What is Jason Dawe's email address?
AeroLeads has found 1 work email signal at @amp.com.au for Jason Dawe at Oceanic Consulting Group.
What is Jason Dawe's phone number?
AeroLeads has found 1 phone signal(s) with area code 141 for Jason Dawe at Oceanic Consulting Group.
Where is Jason Dawe based?
Jason Dawe is based in Greater Adelaide Area, Australia while working with Oceanic Consulting Group.
What companies has Jason Dawe worked for?
Jason Dawe has worked for Oceanic Consulting Group, Amp, Rise Standards, Godfrey Partners Financial Planning & Insurance, and Godfrey Partners.
Who are Jason Dawe's colleagues at Oceanic Consulting Group?
Jason Dawe's colleagues at Oceanic Consulting Group include Jarryd Lassen, Brendan Gorman, Duy Quang, Simon Lucas, and Paul Neves.
How can I contact Jason Dawe?
You can use AeroLeads to view verified contact signals for Jason Dawe at Oceanic Consulting Group, including work email, phone, and LinkedIn data when available.
What schools did Jason Dawe attend?
Jason Dawe holds Bachelor'S Degree, Business (Financial Planning) from Rmit University.
What skills is Jason Dawe known for?
Jason Dawe is listed with skills including Banking, Risk Management, Management, Customer Service, Superannuation, Life Insurance, Investments, and Managed Funds.
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