Leanne Williams

Leanne Williams Email and Phone Number

Client Services Manager @ DFS Wealth Advice
Alumy Creek, NSW, AU
Leanne Williams's Location
Great Marlow, New South Wales, Australia, Australia
Leanne Williams's Contact Details

Leanne Williams phone numbers

About Leanne Williams

Westlawn Wealth Advice, Grafton

Leanne Williams's Current Company Details
DFS Wealth Advice

Dfs Wealth Advice

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Client Services Manager
Alumy Creek, NSW, AU
Leanne Williams Work Experience Details
  • Dfs Wealth Advice
    Client Services Manager
    Dfs Wealth Advice
    Alumy Creek, Nsw, Au
  • Dougherty Financial Services
    Client Services Manager
    Dougherty Financial Services Oct 2021 - Present
    Grafton, New South Wales, Australia
    T/As DFS Wealth Advice
    View
  • Westlawn Finance Limited
    Corporate Support & Wealth Advice Administration
    Westlawn Finance Limited Jul 2003 - Jul 2023
    Head Office Grafton
    Provide administrative support and secretarial services to management and staff across the company's ten branch network. Finance transactions, mail merge, document preparation, compliance support, advertising and marketing, event organisation, telecommunications, website administration, staff training and support. Xplan champion, supporting the administration functions of Westlawn's Wealth Management division.
  • Big River Credit Union
    Customer Service Officer
    Big River Credit Union Jan 1994 - Sep 2002
    Occupied several roles including receptionist/personal assistant, assistant call centre manager, insurance officer, teller, loan document processing, lending consultant.
    View
  • Telstra
    Various Roles
    Telstra 1986 - 1994
    Grafton And Coffs Harbour
    typist, receiptionist, personal assistant, demand sales representative, after sales support, aftersales team supervisor, project manager
    View

Leanne Williams Skills

Customer Service Management Training Insurance Finance Microsoft Excel Time Management Project Management Call Centers Microsoft Word Sales Relationship Management Marketing Adobe Creative Suite Receptionist Duties Administrative Assistants Clerical Computers Website Updating Letter Writing Mail Merge Loans Small Business Banking Negotiation Strategic Planning Team Leadership Xplan Wealth Management Services Small Business Marketing Small Business Online Marketing Website Building Content Managed Websites Customer Focused Service Expert Communicator

Leanne Williams Education Details

  • Grafton High School
    Grafton High School
    High School Certificate
  • Kaplan Professional
    Kaplan Professional
    Dfp2
  • Kaplan Professional
    Kaplan Professional
    Dfp1
  • Nsw Tafe Grafton
    Nsw Tafe Grafton
    Secretarial Studies

Frequently Asked Questions about Leanne Williams

What company does Leanne Williams work for?

Leanne Williams works for Dfs Wealth Advice

What is Leanne Williams's role at the current company?

Leanne Williams's current role is Client Services Manager.

What is Leanne Williams's direct phone number?

Leanne Williams's direct phone number is +614135*****

What schools did Leanne Williams attend?

Leanne Williams attended Grafton High School, Kaplan Professional, Kaplan Professional, Nsw Tafe Grafton.

What skills is Leanne Williams known for?

Leanne Williams has skills like Customer Service, Management, Training, Insurance, Finance, Microsoft Excel, Time Management, Project Management, Call Centers, Microsoft Word, Sales, Relationship Management.

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