Joe Falkner Email & Phone Number
@craigsip.com
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Who is Joe Falkner? Overview
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Joe Falkner is listed as Academy Delivery Manager at Lifetime, based in Balmullo, Scotland, United Kingdom. AeroLeads shows a work email signal at craigsip.com and a matched LinkedIn profile for Joe Falkner.
Joe Falkner previously worked as Academy Supervisor at Progeny and Financial Planner at Progeny. Joe Falkner holds Bachelor Of Commerce (Bcom), Finance & Marketing from Lincoln University (Nz).
Email format at Lifetime
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AeroLeads found 1 current-domain work email signal for Joe Falkner. Compare company email patterns before reaching out.
About Joe Falkner
Experienced financial adviser/planner with a career spanning both New Zealand and the UK. Currently sharing that experience with the next generation of financial planners as part of Progeny's Adviser Academy.When I'm not working you are most likely to find me on the golf course or spending time with my young children.
Listed skills include Golf, Finance, Marketing, Building Relationships, and 12 others.
Joe Falkner's current company
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Joe Falkner work experience
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Academy Supervisor
Financial Planner
Investment Adviser
I joined Craigs Investment Partners as an Investment Adviser in February 2016 as a Financial Adviser (FA) and NZX Adviser, and finished in April 2023. Working in partnership with a senior colleague, my aim was to provide an excellent service to our existing and potential new clients, with the ultimate aim of assisting them with long-term wealth creation.
Wealth Management Specialist
I joined Balmoral Asset Management in September 2011 through their well regarded Graduate Training Programme. In my four years with Balmoral I achieved numerous professional qualifications and became a Wealth Management Specialist in July 2014, advising a limited number of private clients on all aspects of financial planning. In addition to my advisory role I was a member of the Central Investment Department and helped research potential investment offerings for our clients. I developed an excellent knowledge of a wide range of investment offerings (mutual funds, investment trusts, ETFs etc) and always aimed to build bespoke investment portfolios for my clients.
Professional Caddie
I travelled the globe from February 2010 - July 2011, working for my friends (and wife) as bag carrier, distance measurer, club cleaner and part time psychologist on the Ladies European Tour.
Guest Services
My job was to provide unparalleled customer service to all guests of one of British Columbia's top golf resorts. Such service included: Organisation of personalised golf carts, meeting and greeting guests, valeting, club cleaning, welcoming guests off the golf course and preparing all golfcarts and golf clubs for use.
Joe Falkner education
Bachelor Of Commerce (Bcom), Finance & Marketing
Education record
Frequently asked questions about Joe Falkner
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What company does Joe Falkner work for?
Joe Falkner works for Lifetime.
What is Joe Falkner's role at Lifetime?
Joe Falkner is listed as Academy Delivery Manager at Lifetime.
What is Joe Falkner's email address?
AeroLeads has found 1 work email signal at @craigsip.com for Joe Falkner at Lifetime.
Where is Joe Falkner based?
Joe Falkner is based in Balmullo, Scotland, United Kingdom while working with Lifetime.
What companies has Joe Falkner worked for?
Joe Falkner has worked for Lifetime, Progeny, Craigs Investment Partners, Balmoral Asset Management Ltd, and Ladies European Tour.
How can I contact Joe Falkner?
You can use AeroLeads to view verified contact signals for Joe Falkner at Lifetime, including work email, phone, and LinkedIn data when available.
What schools did Joe Falkner attend?
Joe Falkner holds Bachelor Of Commerce (Bcom), Finance & Marketing from Lincoln University (Nz).
What skills is Joe Falkner known for?
Joe Falkner is listed with skills including Golf, Finance, Marketing, Building Relationships, Microsoft Excel, Customer Service, Financial Planning, and Portfolio Management.
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