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Shierly Cfp® is listed as Head of Advisory | Certified Financial Planner at Finansialku, a company with 86 employees, based in Jakarta, Indonesia, Indonesia. AeroLeads shows a matched LinkedIn profile for Shierly Cfp®.
Shierly Cfp® previously worked as Head of Advisory at Finansialku and Certified Financial Planner at Finansialku. Shierly Cfp® holds Master Of Business Administration (Mba), Finance, General from Institut Teknologi Bandung (Itb).
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Financial planner professional with 5+ years of experience in the financial planning industry, helping individual clients towards financial security and achieving their long-term goals.If investment is a vehicle, then financial planning is like a GPS, which could help people figure out where they are financially right now and navigate them to achieve their financial goals.I am a problem-solving, team-player, and client-focused individual who is enthusiastic about investing and personal finance. I enjoyed sharing about financial literacy at in-house training, public events, articles, and on social media.Open for any collaboration & personal finance discussion !!
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A career timeline built from the work history available for this profile.
Jakarta
1. Managing team (financial planner) to serve individual and corporate clients of Finansialku.com2. Recruiting and developing the team to achieve company objectives & serve the client excellently3. Communicating financial literacy & financial market updates to the organization4. Providing comprehensive financial advices to clients
Jakarta, Jakarta Raya, Indonesia
Helping clients achieve financial security and their long-term goals by:1. Identifying financial conditions and developing personalized financial plans2. Implementing investment strategies3. Providing comprehensive financial advice (investment, mortgage, retirement planning, children education fund).4. Building strong client relationshipsJoined.
Jakarta
Jakarta
During 2 years Management Associate program, i had hard skill trainning in general banking, product knowledge: deposit, lending, trade, treasury and cash management, basic credit analysis, risk management certification (BSMR 1). I also equipt by soft skill trainning such as time and project management, problem solving and critical thinking, presentation.
Bandung Dan Sekitarnya, Jawa Barat, Indonesia
Manage company financial transactions.Supervising cash flow management.Prepare Financial and Management report for the Board of Directors.Internal audit for Operational activities (stores, factories, warehouses).
Bandung Dan Sekitarnya, Jawa Barat, Indonesia
Bandung Dan Sekitarnya, Jawa Barat, Indonesia
Other employees you can reach at finansialku.com. View company contacts for 86 employees →
Pacarnya Cara
Colleague at FinansialkuJakarta, Indonesia, Indonesia
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DK
Della Kurnia Putri
Colleague at FinansialkuJakarta, Indonesia, Indonesia
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IH
Ian Hafidiansyah
Colleague at FinansialkuWest Java, Indonesia, Indonesia
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ES
Endri Suwardiono
Colleague at FinansialkuPontianak, West Kalimantan, Indonesia, Indonesia
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LM
Luna Mantyasih Makarti S.T., M.S.M., Cfp®
Colleague at FinansialkuBandung, West Java, Indonesia, Indonesia
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MR
Muhammad Rizqi
Colleague at FinansialkuKota Tangerang Selatan, Banten, Indonesia, Indonesia
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SY
Siti Yasmin Zahra
Colleague at FinansialkuBandung, West Java, Indonesia, Indonesia
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SS
Surly Santoso
Colleague at FinansialkuKota Tangerang Selatan, Banten, Indonesia, Indonesia
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AS
Agus Syaeful Anwar
Colleague at FinansialkuWest Java, Indonesia, Indonesia
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RL
Radoslava Lubenova
Colleague at FinansialkuLozenets, Sofia City, Bulgaria, Bulgaria
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Quick answers generated from the profile data available on this page.
Shierly Cfp® works for Finansialku.
Shierly Cfp® is listed as Head of Advisory | Certified Financial Planner at Finansialku.
Shierly Cfp® is based in Jakarta, Indonesia, Indonesia while working with Finansialku.
Shierly Cfp® has worked for Finansialku, Pt Bank Ctbc Indonesia, Garden Bakery, Pt Valbury Asia Futures, and Pt Aig Life.
Shierly Cfp®'s colleagues at Finansialku include Pacarnya Cara, Della Kurnia Putri, Ian Hafidiansyah, Endri Suwardiono, and Luna Mantyasih Makarti S.T., M.S.M., Cfp®.
You can use AeroLeads to view verified contact signals for Shierly Cfp® at Finansialku, including work email, phone, and LinkedIn data when available.
Shierly Cfp® holds Master Of Business Administration (Mba), Finance, General from Institut Teknologi Bandung (Itb).
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