Samuel Abbott Email and Phone Number
Samuel Abbott is a Adviser Associate at PictureWealth.
Picturewealth
View- Website:
- picturewealth.com
- Employees:
- 21
-
Adviser AssociatePicturewealth Aug 2024 - PresentPerth, Western Australia, Australia -
Client Service SpecialistPicturewealth Mar 2023 - Aug 2024Perth, Western Australia, Australia -
ParaplannerSmith Coffey Jul 2022 - Mar 2023Perth, Western Australia, Australia -
Client Service ManagerTransact Mar 2021 - Jun 2022London, England, United Kingdom• Actioned daily deposit and investment instructions within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently• Supported Financial Advisers and their staff; developing their understanding of the Transact platform and its functions• Dealt with a range of administrative tasks in regards to client approval and onboarding for the platform e.g., processing financial wrapper transfer documents and setting up client… Show more • Actioned daily deposit and investment instructions within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently• Supported Financial Advisers and their staff; developing their understanding of the Transact platform and its functions• Dealt with a range of administrative tasks in regards to client approval and onboarding for the platform e.g., processing financial wrapper transfer documents and setting up client portfolios• Actively participated in company training events in which we had a responsibility to maintain sufficient knowledge of financial instruments and the regulations which embodied them Show less -
Client Service RepresentativeJoondalup Resort Apr 2015 - Oct 2020Perth, Australia• Create sustainable relationships with corporate representatives during corporate golf functions• Work as part of a moderate sized team to ensure smooth operation of the golf course• Maintain a proficiency with our booking and administrative software• Provide top quality service to country club members and walk-in patrons -
InternWealthwise Financial Planning Nov 2017 - Dec 2017Perth, Western Australia, Australia• Shadowed various team members across the firm to understand their job roles and responsibilities• Spent a significant part of the internship accompanying a Senior Financial Advisor to help expose me to advanced sales and client management skills -
InternOtto Energy Jun 2016 - Jul 2016Perth, Western Australia, Australia• Shadowed employees across every department of the firm to gain a full understanding of their individual job roles and responsibilities• Basic accounting and administrative training
Samuel Abbott Education Details
-
Banking, Corporate, Finance, And Securities Law
Frequently Asked Questions about Samuel Abbott
What company does Samuel Abbott work for?
Samuel Abbott works for Picturewealth
What is Samuel Abbott's role at the current company?
Samuel Abbott's current role is Adviser Associate.
What schools did Samuel Abbott attend?
Samuel Abbott attended The University Of Western Australia.
Who are Samuel Abbott's colleagues?
Samuel Abbott's colleagues are Jonathon M., Molly Hoyt-Bull, Caroline Soares, Diogo Rodrigues, Tory Richardson, Kristelle Harris, Daniel Alvaro Costa Ribeiro.
Not the Samuel Abbott you were looking for?
-
3barwonwater.vic.gov.au, hotmail.com, barwonwater.vic
-
-
2austal.com, austal.com
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial