Melissa Smith

Melissa Smith Email and Phone Number

Assessment Team Lead - Advice Remediation at JBWere @ JBWere
australia
Melissa Smith's Location
Greater Sydney Area, Australia
About Melissa Smith

Experienced Quality Assurance Analyst with a demonstrated history of working in the financial services industry. Skilled in Wealth Accumulation, Pension Funds, Investment Strategies, Retirement Planning, and Investment Advisory. Strong quality assurance professional graduated with Masters of Financial Planning.

Melissa Smith's Current Company Details
JBWere

Jbwere

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Assessment Team Lead - Advice Remediation at JBWere
australia
Website:
jbwere.com
Employees:
567
Melissa Smith Work Experience Details
  • Jbwere
    Assessment Team Lead - Advice Remediation
    Jbwere Oct 2021 - Present
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  • Jbwere
    Cri Assessor, Advice Remediation
    Jbwere Nov 2020 - Present
    Sydney, New South Wales, Australia
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  • Remediation
    Senior Analyst / Head Of Methodology
    Remediation Apr 2019 - Nov 2020
  • Ca Financial Services Group
    Senior Financial Advisor
    Ca Financial Services Group Sep 2018 - Apr 2019
    North Sydney
    View
  • Bt Financial Group
    Senior Financial Advisor
    Bt Financial Group Mar 2017 - Sep 2018
    Sydney, Australia
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  • Bt Financial Group
    Senior Remediation Planner
    Bt Financial Group Feb 2016 - Mar 2017
    Sydney, Australia
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  • St George Bank
    Senior Financial Planner
    St George Bank Mar 2008 - Feb 2016
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  • Suncorp
    Financial Planner
    Suncorp Nov 2004 - Mar 2008
    View

Melissa Smith Skills

Superannuation Wealth Management Investments Retirement Planning Wealth Investment Strategies Wealth Accumulation Pensions Financial Advisory Strategic Financial Planning Income Protection Retirement Investment Advisory Finance Wealth Management Services Private Banking Financial Risk Financial Planning Pension Funds

Melissa Smith Education Details

Frequently Asked Questions about Melissa Smith

What company does Melissa Smith work for?

Melissa Smith works for Jbwere

What is Melissa Smith's role at the current company?

Melissa Smith's current role is Assessment Team Lead - Advice Remediation at JBWere.

What schools did Melissa Smith attend?

Melissa Smith attended Finsia, Kaplan Professional.

What skills is Melissa Smith known for?

Melissa Smith has skills like Superannuation, Wealth Management, Investments, Retirement Planning, Wealth, Investment Strategies, Wealth Accumulation, Pensions, Financial Advisory, Strategic Financial Planning, Income Protection, Retirement.

Who are Melissa Smith's colleagues?

Melissa Smith's colleagues are Julia King, Timm Byrne, Lee Mowat - Mba, Oliver Mitchell, Jamie Alexander, Nico Du Plessis, Emerson Perez.

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