๐ผ Marigold Botton Email and Phone Number
๐ผ Marigold Botton is a I provide licensee solutions to Financial Advisers Australia wide at Switch Mortgage Brokers. She possess expertise in marketing management, direct marketing, banking, stakeholder management, financial planning and 19 more skills. She is proficient in Tagalog. Colleagues describe her as "Marigold really knows what she is talking about. Also if you are a person who is clueless about for example superannuation, she will make sure to take the time to go over what it all means and find the right products for you. She personally wants people to learn about money management. I happily recommend my friends, family and work colleagues to her." and "I have had the pleasure of knowing Marigold for quite some time and in the past few years she has played an imperative role in helping me plan for my future. The whole concept of Superannuation, Life Insurance etc was gibberish to me, but Marigold made it so much easier for me to understand. She also demonstrates a passion for helping people and made me feel 100% confident that my future goals and financial needs are in good hands. I would recommend Marigold Advisory for anyoneโฆ Show more"
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Managing Partner & General ManagerSwitch Mortgage Brokers Mar 2024 - PresentMelbourne, Victoria, Australia -
Director & Business Partnerships ManagerAdvocate Advisory Jul 2023 - PresentMelbourne, Victoria, Australia -
Director & Financial AdviserMarigold Advisory Mar 2023 - PresentMelbourne, Victoria, Australia
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Director & Business Partnerships ManagerAvana Financial Solutions Jan 2023 - PresentMelbourne, Victoria, Australia -
Business Partnerships ConsultantAvana Financial Solutions Jan 2022 - Jan 2023AustraliaLeading the growth of the licensee, I help self-employed financial advisers and small-medium financial planning practices secure a new home by understanding the needs of their business to best tailor their experience with Avana. -
Business Development ManagerIoof Holdings Ltd Dec 2019 - Dec 2021Melbourne, Victoria, AustraliaMaintained and grew relationships within the VIC adviser network including IOOF aligned advisers and IFA's.Delivered a broad suite of retail platform solutions to advisers to help them meet the needs of their clients, whilst keeping advisers regularly informed and updated on regulatory and legislative changes and requirements. -
Relationship Manager Vic/SaIoof Holdings Ltd Jan 2017 - Dec 2019Melbourne, Victoria, AustraliaMaintained and grew relationships with employer superannuation clients in VIC & SA. Developed and delivered service proposition to employers, members and advisers and delivered education programs to employers and members, whilst increasing IOOFโs profile in the employer and adviser market. -
Director & Financial PlannerMarigold Advisory Nov 2014 - Jan 2017Sydney, New South Wales, AustraliaA lifestyle planning business that focused on empowering the financial wellbeing of female wealth accumulators with respect to cash flow analysis, debt strategy, superannuation, life insurance and long-term savings.
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Financial PlannerAmp Oct 2013 - Oct 2014Sydney, New South Wales, AustraliaA successful AMP Horizons Academy Intake 24 candidate with a clear vision of moving into a self-employed position upon completion of the intensive 12 month program. -
Temp WorkFinancial Services Mar 2013 - Oct 2013Sydney, New South Wales, Australia
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Career BreakTravel Feb 2012 - Feb 2013Europe, United Kingdom
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Marketing & Client Relations ExecutiveNanosonics Ltd. Mar 2010 - Jan 2012Sydney, New South Wales, AustraliaRepresented Marketing department for Nanosonics Limited with regards to international projects, new product launches, product enhancements, marketing strategy, development of educational and training content, website maintenance and enhancements, packaging and labelling, marketing communications and corporate branding. Managed relationships with internal stakeholders, clients, partners, company suppliers, providers, and other business affiliates. -
Project Co-OrdinatorSt.George Bank Apr 2005 - Mar 2010Sydney, New South Wales, AustraliaCo-ordination and implementation of branch infrastructure projects, represented and supported branch network (271 branches nationwide), Customer Acceptance Testing, development of software release communications, and monitoring of network compliance with policy and procedures. -
Campaign Manager (Secondment)St.George Bank Aug 2008 - Feb 2009Sydney, New South Wales, AustraliaExecution of promotional/compliance direct marketing campaigns for Home Loans and Deposits products including in-branch posters, ticketing screens, inbound blitzes; stakeholder management, and liaising with external print houses, mail houses and agencies. -
Personal LenderSt.George Bank Aug 2003 - Apr 2005Sydney, New South Wales, AustraliaAssessment of personal lending applications in the form of credit, personal loans and overdrafts. -
Personal BankerSt.George Bank Sep 2001 - Aug 2003Sydney, New South Wales, AustraliaProvision of banking services to personal and small business customers.
๐ผ Marigold Botton Skills
๐ผ Marigold Botton Education Details
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Graduate Diploma Of Financial Planning -
Marketing -
Diploma Of Finance And Mortgage Broking Management
Frequently Asked Questions about ๐ผ Marigold Botton
What company does ๐ผ Marigold Botton work for?
๐ผ Marigold Botton works for Switch Mortgage Brokers
What is ๐ผ Marigold Botton's role at the current company?
๐ผ Marigold Botton's current role is I provide licensee solutions to Financial Advisers Australia wide.
What schools did ๐ผ Marigold Botton attend?
๐ผ Marigold Botton attended Kaplan Professional, University Of Technology Sydney, Kaplan Professional.
What skills is ๐ผ Marigold Botton known for?
๐ผ Marigold Botton has skills like Marketing Management, Direct Marketing, Banking, Stakeholder Management, Financial Planning, Superannuation, Investments, Relationship Management, International Marketing, Digital Marketing, Finance, Strategic Planning.
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