Pavly Michael

Pavly Michael Email and Phone Number

Associate | Wealth Management | Cumulus Wealth @ Cumulus Wealth
melbourne, victoria, australia
Pavly Michael's Location
Melbourne, Victoria, Australia, Australia
Pavly Michael's Contact Details

Pavly Michael work email

Pavly Michael personal email

n/a
About Pavly Michael

Pavly Michael is a Associate | Wealth Management | Cumulus Wealth at Cumulus Wealth. He possess expertise in leadership, teamwork, easily adaptable, microsoft excel, microsoft word and 8 more skills.

Pavly Michael's Current Company Details
Cumulus Wealth

Cumulus Wealth

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Associate | Wealth Management | Cumulus Wealth
melbourne, victoria, australia
Website:
cumulus-wealth.com.au
Employees:
5
Pavly Michael Work Experience Details
  • Cumulus Wealth
    Associate - Wealth Management
    Cumulus Wealth Mar 2024 - Present
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  • Bell Potter Securities
    Margin Lending Account Manager
    Bell Potter Securities Jun 2023 - Mar 2024
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  • Bell Potter Securities
    Margin Lending Assistant Account Manager
    Bell Potter Securities Nov 2021 - Jun 2023
    Melbourne, Victoria, Australia
    ● Assisting the end to end management & distribution of a suite of geared investment products● Developing strong relationships with customers and key stakeholders● Ensure the timely and successful delivery of our solutions according to customer needs and objectives● Implement and maintain internal policies, procedures and systems for AML/CTF compliance● Liasing with other brokers to process refinances & stock transfers
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  • Saward Dawson
    Auditor
    Saward Dawson Nov 2020 - Nov 2021
    ● Collating, checking and analysing financial data.● Examining company accounts and financial control systems● Gauging levels of financial risk within organisations● Checking that financial reports and records are accurate and reliable● Identifying if and where processes are not working as they should and advising on changes to be made● Ensuring procedures, policies, legislation and regulations are correctly followed and complied with
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  • Saward Dawson
    Business Advisory
    Saward Dawson Jan 2020 - Nov 2020
    ● Lodging income tax returns for individuals, companies & trusts● Completing quarterly & annual share summaries summarising realised and unrealised gains● Preparing & updating depreciation schedules● Completing monthly payroll & bank reconciliations● Calculating & lodging BAS & IAS● Accounts receivable & payable duties
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Pavly Michael Skills

Leadership Teamwork Easily Adaptable Microsoft Excel Microsoft Word Time Management Customer Service Communication Interpersonal Skills Diverse Groups Resourceful Flexible Approach Innovative

Pavly Michael Education Details

Frequently Asked Questions about Pavly Michael

What company does Pavly Michael work for?

Pavly Michael works for Cumulus Wealth

What is Pavly Michael's role at the current company?

Pavly Michael's current role is Associate | Wealth Management | Cumulus Wealth.

What is Pavly Michael's email address?

Pavly Michael's email address is pm****@****.com.au

What schools did Pavly Michael attend?

Pavly Michael attended Kaplan Professional, Monash University.

What skills is Pavly Michael known for?

Pavly Michael has skills like Leadership, Teamwork, Easily Adaptable, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Communication, Interpersonal Skills, Diverse Groups, Resourceful, Flexible Approach.

Who are Pavly Michael's colleagues?

Pavly Michael's colleagues are James Gibney, Lianna Melissas, Andrew Katsambanis, Marco Longo.

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