Ian Pascoe

Ian Pascoe Email and Phone Number

Platform Specialist at Insignia Financial @ Insignia Financial
Ian Pascoe's Location
Greater Sydney Area, Australia
Ian Pascoe's Contact Details

Ian Pascoe work email

Ian Pascoe personal email

n/a
About Ian Pascoe

I enjoy helping our BDM's to support financial advisers to grow their businesses and service their clients through sharing product & strategy knowledge, more efficient processes and well-practiced people skills. With regulatory and cultural change impacting our industry, the agile will shine and prosper through leveraging knowledge and skills to improve how we deliver solutions to our client's needs.I am strongly analytical with effective oral, written & presentation skills. My motivation comes through recognising that no matter how much you know or you’ve achieved, there’s always room to keep learning. I enjoy sharing what I’ve absorbed through almost 30 years experience in customer service, financial planning, practice development, business development, and sales management roles. Common misspellings:Ian Pasco, Ian Pascow

Ian Pascoe's Current Company Details
Insignia Financial

Insignia Financial

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Platform Specialist at Insignia Financial
Ian Pascoe Work Experience Details
  • Insignia Financial
    National Platform Specialist
    Insignia Financial Aug 2020 - Present
    Sydney, New South Wales, Australia
  • Ioof Holdings Ltd
    National Platform Specialist
    Ioof Holdings Ltd Sep 2020 - Jul 2022
    Sydney, New South Wales, Australia
  • Ioof Holdings Ltd
    Client Solutions Manager
    Ioof Holdings Ltd Aug 2019 - Jul 2022
    Sydney, Australia
  • Griffith University
    Postgraduate Student
    Griffith University May 2018 - Present
  • Amp
    Sales Manager, Nsw/Act
    Amp Jan 2015 - Dec 2017
    Sydney, Australia
  • Amp
    Business Development Manager
    Amp Jun 2011 - Jan 2015
    Sydney, Australia
  • Amp
    Manager, Financial Planning Centre
    Amp Mar 2010 - Jun 2011
  • Amp
    Business Partnership Manager
    Amp Jun 2007 - Feb 2010
  • State Super Financial Services
    Regional Manager
    State Super Financial Services 2005 - 2007
    Manage a team of financial planners providing advice to members of public sector super schemes, across north western NSW
  • Ssfs
    Employer Relationship Manager
    Ssfs 2001 - 2005
    Maintain and develop relationships with public sector employers, with the aim to source advice opportunities for the SSFS financial planning offices
  • Westpac Financial Services
    Business Financial Adviser
    Westpac Financial Services Dec 1999 - May 2001
    Provide financial advice to business & personal clients of Business Banking Centre in a major regional city
  • Westpac Financial Services
    Business Development Manager
    Westpac Financial Services 1995 - 1999

Ian Pascoe Skills

Strategy Business Development Wealth Financial Planners Certified Mortgage Planning Strategic Financial Planning Superannuation Wealth Management New Business Development Stakeholder Management Financial Advisory Income Protection Retirement Planning Financial Services Investments Finance Insurance Investment Strategies Pensions Retirement Investment Advisory Relationship Management Portfolio Management Estate Planning Life Insurance Wealth Management Services High Net Worth Individuals Critical Illness Wealth Accumulation Financial Planning Business Relationship Management

Ian Pascoe Education Details

Frequently Asked Questions about Ian Pascoe

What company does Ian Pascoe work for?

Ian Pascoe works for Insignia Financial

What is Ian Pascoe's role at the current company?

Ian Pascoe's current role is Platform Specialist at Insignia Financial.

What is Ian Pascoe's email address?

Ian Pascoe's email address is ia****@****.com.au

What schools did Ian Pascoe attend?

Ian Pascoe attended Griffith University, Leeton High School.

What are some of Ian Pascoe's interests?

Ian Pascoe has interest in New Technologies, Motorcycling, Rugby Union, Photography.

What skills is Ian Pascoe known for?

Ian Pascoe has skills like Strategy, Business Development, Wealth, Financial Planners, Certified Mortgage Planning, Strategic Financial Planning, Superannuation, Wealth Management, New Business Development, Stakeholder Management, Financial Advisory, Income Protection.

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