Sam Mcgilvray

Sam Mcgilvray Email and Phone Number

Associate Account Manager @ Betashares
Sydney, NSW, AU
Sam Mcgilvray's Location
Sydney, New South Wales, Australia, Australia
Sam Mcgilvray's Contact Details

Sam Mcgilvray work email

Sam Mcgilvray personal email

n/a
About Sam Mcgilvray

With over two years experience in the financial planning industry preparing advice and enhancing client relations, I streamline financial planning software as an Associate Adviser at GHR Accounting Group. Currently studying Finance and IT at UTS, I’m focused on using technology to drive innovation in business.

Sam Mcgilvray's Current Company Details
Betashares

Betashares

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Associate Account Manager
Sydney, NSW, AU
Website:
betashares.com.au
Employees:
185
Sam Mcgilvray Work Experience Details
  • Betashares
    Associate Account Manager
    Betashares
    Sydney, Nsw, Au
    View
  • Ghr Accounting Group
    Associate Adviser
    Ghr Accounting Group Dec 2023 - Present
    Sydney, New South Wales, Australia
    • Utilized Xplan financial planning software to streamline advice processes.• Scheduled strategic client meetings to capitalize on identified opportunities for financial planning.• Collaborated with team members to ensure seamless integration of software solutions for efficient client service delivery.
    View
  • Via Financial Group
    Client Services Manager
    Via Financial Group Apr 2022 - Jul 2023
    Australia
    • Managed client inquiries and directed them to advisers, ensuring timely responses and high satisfaction.• Communicated with insurance and financial providers on behalf of clients, showcasing excellent customer service skills.• Assisted in preparing tailored financial solutions for clients and contributed to data architecture improvements.
    View
  • Bayview Golf Club
    Bartender
    Bayview Golf Club Jun 2021 - Apr 2022
    Sydney, New South Wales, Australia
    View

Sam Mcgilvray Education Details

Frequently Asked Questions about Sam Mcgilvray

What company does Sam Mcgilvray work for?

Sam Mcgilvray works for Betashares

What is Sam Mcgilvray's role at the current company?

Sam Mcgilvray's current role is Associate Account Manager.

What is Sam Mcgilvray's email address?

Sam Mcgilvray's email address is sa****@****.com.au

What schools did Sam Mcgilvray attend?

Sam Mcgilvray attended University Of Technology Sydney, Barker College.

Who are Sam Mcgilvray's colleagues?

Sam Mcgilvray's colleagues are Zeyu(Parker) Guan, Cfa, Liam Scarlett, Yuree S., Craig Collie, David Bassanese, Max Minack, David Brooker.

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