Jerry Fawkner
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Jerry Fawkner Email & Phone Number

Associate Adviser at Byron Capital
Location: Melbourne, Victoria, Australia 8 work roles 2 schools
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Current company
Byron Capital
Role
Associate Adviser
Location
Melbourne, Victoria, Australia
Company size
23 employees

Who is Jerry Fawkner? Overview

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Quick answer

Jerry Fawkner is listed as Associate Adviser at Byron Capital, a company with 23 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Jerry Fawkner.

Jerry Fawkner previously worked as Associate Adviser at Hewison Private Wealth and Client Services Manager at Hewison Private Wealth. Jerry Fawkner holds Master Of Financial Planning from Deakin University.

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Email format at Byron Capital

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Byron Capital

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Profile bio

About Jerry Fawkner

Working towards a long term career as a financial adviser

Current workplace

Jerry Fawkner's current company

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Byron Capital
Byron Capital
Associate Adviser
Melbourne, VIC, AU
Website
byroncapital.com.au
Employees
23
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8 roles

Jerry Fawkner work experience

A career timeline built from the work history available for this profile.

Client Service Associate

Macquarie Group

Australia

As a Client Service Associate, I have the opportunity to provide high-quality support to 2financial advisers and their clients alike. This includes the facilitation and execution of newand established client advice requirements and ongoing portfolio management. Additional tasks included maintaining client records, documentation review.

May 2020 - Aug 2021

Wealth Solution Specialist

Macquarie Group

Brisbane, Australia

As a Wealth Service Consultant, I supported independent financial advisers and clientsacross Australia regarding Macquaries Wealth Management products, including CashManagement Accounts, Self Managed Super Funds, Term Deposits, Online TradingAccounts, and their WRAP platform. This role was fast-paced as it was in a contact centre environment, which also.

Feb 2018 - Mar 2020

Customer Value Specialist

Suncorp Group

Brisbane, Australia

  • In this customer facing role as a Banking Consultant my responsibilities included, but werenot limited to:
  • Identifying solutions to suit the customers’ financial needs
  • Contact existing and previous customers to book in-store appointments
  • Complete over the counter transactions in an efficient and timely manner, catering toour customers’ busy lifestyles
  • Introduce, promote and assist customers with new and alternative digital bankingsolutions
  • Consumer credit applications
Mar 2016 - May 2018

Banking Consultant

Suncorp Group

Indooroopilly

Mar 2014 - Jun 2015

Sales And Service Assistant

Suncorp Group

Longreach

Feb 2013 - Feb 2014
Team & coworkers

Colleagues at Byron Capital

Other employees you can reach at byroncapital.com.au. View company contacts for 23 employees →

RZ Robyn Zerner Robyn Zerner Colleague at Byron Capital Rockhampton Area, Australia View → AS Alistair Schech Alistair Schech Colleague at Byron Capital Greater Brisbane Area, Australia View → JD James Drysdale James Drysdale Colleague at Byron Capital Toowoomba, Queensland, Australia, Australia View → HW Hugh Wright Hugh Wright Colleague at Byron Capital Toowoomba City, Queensland, Australia, Australia View → BB Ben Banting Ben Banting Colleague at Byron Capital Melbourne, Victoria, Australia, Australia View → AH Ashleigh Hoey Ashleigh Hoey Colleague at Byron Capital Toowoomba City, Queensland, Australia, Australia View → MS Matt Sanson Matt Sanson Colleague at Byron Capital Toowoomba, Queensland, Australia, Australia View → JG Jared Golding Jared Golding Colleague at Byron Capital Toowoomba, Queensland, Australia, Australia View → SG Shail Gill Shail Gill Colleague at Byron Capital Kearneys Spring, Queensland, Australia, Australia View → MA Malcolm Allen Malcolm Allen Colleague at Byron Capital Toowoomba, Queensland, Australia, Australia View →
2 education records

Jerry Fawkner education

Bachelor Of Business, Financial Planning

University Of South Australia

This program is a FASEA-approved degree by the Financial Adviser Standards and Conduct Unit (FASCU) & The Treasury.

FAQ

Frequently asked questions about Jerry Fawkner

Quick answers generated from the profile data available on this page.

What company does Jerry Fawkner work for?

Jerry Fawkner works for Byron Capital.

What is Jerry Fawkner's role at Byron Capital?

Jerry Fawkner is listed as Associate Adviser at Byron Capital.

Where is Jerry Fawkner based?

Jerry Fawkner is based in Melbourne, Victoria, Australia while working with Byron Capital.

What companies has Jerry Fawkner worked for?

Jerry Fawkner has worked for Byron Capital, Hewison Private Wealth, Macquarie Group, and Suncorp Group.

Who are Jerry Fawkner's colleagues at Byron Capital?

Jerry Fawkner's colleagues at Byron Capital include Robyn Zerner, Alistair Schech, James Drysdale, Hugh Wright, and Ben Banting.

How can I contact Jerry Fawkner?

You can use AeroLeads to view verified contact signals for Jerry Fawkner at Byron Capital, including work email, phone, and LinkedIn data when available.

What schools did Jerry Fawkner attend?

Jerry Fawkner holds Master Of Financial Planning from Deakin University.

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