Patrick Conlon

Patrick Conlon Email and Phone Number

Client Services Officer @ Brisbane Money Management
Rockhampton City, QLD, AU
Patrick Conlon's Location
Rockhampton, Queensland, Australia, Australia
About Patrick Conlon

I have 10 years of experience in the Financial Planning industry, having worked with 2 businesses in Central Queensland.I have a track record of high-quality work, a positive attitude and great technical ability with Financial planning softwware and platforms.

Patrick Conlon's Current Company Details
Brisbane Money Management

Brisbane Money Management

View
Client Services Officer
Rockhampton City, QLD, AU
Website:
brismm.com
Employees:
2
Patrick Conlon Work Experience Details
  • Brisbane Money Management
    Client Services Officer
    Brisbane Money Management
    Rockhampton City, Qld, Au
    View
  • Clear Waters Financial Planning
    Associate Adviser Assistant
    Clear Waters Financial Planning Jul 2019 - Present
    Emerald, Queensland, Australia
    As an Associate Adviser Assistant where I assist in business growth and client satisfaction. I have experience in Superannuation law and have a solid background in financial planning compliance.Specifically I assist in the onboarding of new customers to our business and ensure that it is a smooth and enjoyable process for the clients.
    View
  • Hhh Partners
    Financial Planning Assistant
    Hhh Partners Oct 2014 - Jul 2019
    Australia
    View

Patrick Conlon Skills

Microsoft Office Customer Service Microsoft Excel Microsoft Word Research Sales Xplan

Frequently Asked Questions about Patrick Conlon

What company does Patrick Conlon work for?

Patrick Conlon works for Brisbane Money Management

What is Patrick Conlon's role at the current company?

Patrick Conlon's current role is Client Services Officer.

What skills is Patrick Conlon known for?

Patrick Conlon has skills like Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Sales, Xplan.

Who are Patrick Conlon's colleagues?

Patrick Conlon's colleagues are Tristan Gamack.

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