Samael Knaap
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Samael Knaap Email & Phone Number

Advice Associate | AIA Australia at AIA Australia
Location: Sydney, New South Wales, Australia 5 work roles 1 school
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Current company
Role
Advice Associate | AIA Australia
Location
Sydney, New South Wales, Australia
Company size

Who is Samael Knaap? Overview

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Quick answer

Samael Knaap is listed as Advice Associate | AIA Australia at AIA Australia, a company with 874 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Samael Knaap.

Samael Knaap previously worked as Advice Associate at Aia Australia and Financial Advisor at Aurora Financial. Samael Knaap holds Bachelor Of Business, Finance from Massey University.

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Email format at AIA Australia

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AIA Australia

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Profile bio

About Samael Knaap

Dynamic finance professional with expertise in financial analysis, strategic planning, and risk management. Skilled in financial modeling, forecasting, and valuation to optimize profitability. Strong understanding of investment strategies, wealth management, and retirement planning. Seeking to apply these skills in a challenging finance role to drive growth and achieve financial objectives.

Listed skills include Leadership, Personal Finance, Microsoft Word, Investment Research, and 7 others.

Current workplace

Samael Knaap's current company

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AIA Australia
Aia Australia
Advice Associate | AIA Australia
melbourne, victoria, australia
Website
Employees
874
AeroLeads page
5 roles

Samael Knaap work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Aurora Financial

Auckland, New Zealand

  • Provided personalised financial advice to clients on insurance products and superannuation funds.
  • Conducted comprehensive financial assessments for clients to determine their insurance needs and retirement goals.
  • Conducted regular reviews of clients' superannuation accounts to ensure alignment with retirement goals and market conditions.
  • Educated clients on insurance and superannuation options, explaining complex financial concepts in clear and understandable terms.
  • Collaborated with insurance providers and superannuation fund managers to facilitate smooth transactions and resolve any clientissues.
  • Maintained detailed records of client interactions, financial plans, and recommendations for compliance purposes.
Nov 2022 - Oct 2023

Foreign Exchange Teller

Auckland, New Zealand

  • Executed currency exchange transactions for customers according to current rates and regulations.
  • Provided excellent customer service, addressing inquiries and resolving issues related to currency exchange.
  • Managed cash flow, balancing and reconciling currency transactions daily.
  • Collaborated with team members to ensure efficient and accurate exchange operations.
  • Implemented fraud prevention measures and complied with all relevant financial regulations.
  • Prepared reports on currency transactions, revenue, and trends for management review.
Jan 2022 - Sep 2022

Financial Analyst

Auckland, New Zealand

  • Compiled and analysed data to assist management and clients in making informed investment related decisions.
  • Evaluated business performance and value through financial statement analysis, ratio analysis and observed market trends.
  • Discovered root causes of problems and identified appropriate solutions.
  • Confirmed veracity of 50+ articles weekly, through a range of sources to provide coherent and accurate reporting.
  • Collaborated with management to develop newscasts, promotions and teases.
Jan 2021 - Dec 2021

Student Fund Manager

Auckland, New Zealand

  • Assisted in overseeing a $50k portfolio in total assets with consistently high returns and client satisfaction.
  • Conducted fundamental and econometric analysis of New Zealand equities to infer buy, sell and hold ratings.
  • Consulted with the board of investors to assess objectives and discuss optimal strategies.
  • Investigated market changes and devised approaches to capitalise on emerging opportunities.
Jan 2020 - Dec 2020
Team & coworkers

Colleagues at AIA Australia

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1 education record

Samael Knaap education

FAQ

Frequently asked questions about Samael Knaap

Quick answers generated from the profile data available on this page.

What company does Samael Knaap work for?

Samael Knaap works for AIA Australia.

What is Samael Knaap's role at AIA Australia?

Samael Knaap is listed as Advice Associate | AIA Australia at AIA Australia.

Where is Samael Knaap based?

Samael Knaap is based in Sydney, New South Wales, Australia while working with AIA Australia.

What companies has Samael Knaap worked for?

Samael Knaap has worked for Aia Australia, Aurora Financial, No1 Currency, Wealth Morning, and Massey University.

Who are Samael Knaap's colleagues at AIA Australia?

Samael Knaap's colleagues at AIA Australia include Michael King, Laxman Dissanayake, Annie Zhang, Lorae Mosdall, and Theresa Mcdonough.

How can I contact Samael Knaap?

You can use AeroLeads to view verified contact signals for Samael Knaap at AIA Australia, including work email, phone, and LinkedIn data when available.

What schools did Samael Knaap attend?

Samael Knaap holds Bachelor Of Business, Finance from Massey University.

What skills is Samael Knaap known for?

Samael Knaap is listed with skills including Leadership, Personal Finance, Microsoft Word, Investment Research, Investments, Microsoft Excel, Bloomberg, and Public Speaking.

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