Simon Gvalda Email & Phone Number
@eqt.com.au
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Who is Simon Gvalda? Overview
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Simon Gvalda is listed as Consultant and Operations Manager at Kaizen Recruitment, a with 14 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at eqt.com.au and a matched LinkedIn profile for Simon Gvalda.
Simon Gvalda previously worked as Manager - ESG, Responsible Investment, Wealth Management and Financial Planning Recruitment at Kaizen Recruitment and Manager - ESG, Responsible Investment, Wealth Management & Financial Planning Recruitment at Kaizen Recruitment. Simon Gvalda holds Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy from Deakin University.
Email format at Kaizen Recruitment
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AeroLeads found 1 current-domain work email signal for Simon Gvalda. Compare company email patterns before reaching out.
About Simon Gvalda
Areas of Specialisation: ESG, Responsible Investment, Sustainability, Financial Advice and Wealth Management, Locations: Melbourne, Sydney, Brisbane, Perth and Adelaide with capability to recruit Australia-wide.Utilising his background in Financial Services, Simon is applying his knowledge and expertise of the industry to better understand his candidates and clients needs, in order to match amazing talent with great employers.Check out my Sourcr profile: https://www.sourcr.com/recruiter/simon-gvalda
Listed skills include Wealth Management, Finance, Financial Analysis, Customer Service, and 20 others.
Simon Gvalda's current company
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Simon Gvalda work experience
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Manager - Esg, Responsible Investment, Wealth Management And Financial Planning Recruitment
Manager - Esg, Responsible Investment, Wealth Management & Financial Planning Recruitment
At Kaizen I specialise in ESG, sustainable / responsible investment and wealth management / financial planning recruitment from the junior level through to senior positions.Kaizen services a broad range of clients across funds management, superannuation, wealth management, insurance, asset consulting and custody. Since our inception, Kaizen has established preferred supplier agreements with many industry leading firms.At Kaizen Recruitment, our philosophy is simple; we put the service, solution and commitment back into recruitment. By design, our business is focused on select client relationships in the financial services sector. This affords us to cultivate intimate networks of talent within the industry and allows us to form enduring strategic partnerships with our clients.
Principal Recruitment Consultant
Senior Recruitment Consultant
Recruitment Consultant
Private Client Associate Adviser / Paraplanner
Business Support Officer
• Prepare compliant and personalised Statements of Advice (SoA)• Design and roll out process improvements to create efficiencies across end to end business workflow• Produce client portfolio review reports in a timely manner.• Maintain client records database through XPlan• Fix Xplan technical issues• Manage and coordinate outsourced staff• Maintain up to date knowledge of the industry and regulation• Provide support to a team of six advisers• Pro-actively engage with advisers to ensure compliance and up take of evolving workplace procedures
Client Services Officer
Morgan Wealth Management Group is a boutique firm that provides financial and investment advice to high net worth clients. They also advise on Self Managed Super Funds.Responsibilities included liaising directly with clients, maintaining client investment portfolios using XPLAN and general office administrative tasks to provide direct assistance to the four Financial Advisers.Morgan Wealth Management Group provides a broad range of financial and investment advice to professionals, senior managers, business owners and retirees throughout Australia. The firm has particular expertise in self-managed superannuation funds providing a complete fund administration and investment advice service to fund trustees.
Colleagues at Kaizen Recruitment
Other employees you can reach at kaizenrecruitment.com.au. View company contacts for 14 employees →
Paris Deligianis
Colleague at Kaizen RecruitmentSydney, New South Wales, Australia
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JD
Jerone Ducanes, Chrp®
Colleague at Kaizen RecruitmentMelbourne, Victoria, Australia
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AC
Amanda Chisholm
Colleague at Kaizen RecruitmentMelbourne, Victoria, Australia
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JF
Joseph Fox
Colleague at Kaizen RecruitmentIreland
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JS
Julian Soames
Colleague at Kaizen RecruitmentMelbourne, Victoria, Australia
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JE
Jeremy Easy
Colleague at Kaizen RecruitmentGreater Melbourne Area, Australia
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AC
Ana Cojocaru
Colleague at Kaizen RecruitmentIreland
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FB
Florin Bineata
Colleague at Kaizen RecruitmentDublin, County Dublin, Ireland
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KA
Kaizen Airtech Solution
Colleague at Kaizen RecruitmentPune, Maharashtra, India
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FC
Felipe Colunga Ortega
Colleague at Kaizen RecruitmentGuanajuato, Mexico
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Simon Gvalda education
Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy
Diploma Of Financial Planning - Rg146
Advanced Diploma Of Financial Planning
Frequently asked questions about Simon Gvalda
Quick answers generated from the profile data available on this page.
What company does Simon Gvalda work for?
Simon Gvalda works for Kaizen Recruitment.
What is Simon Gvalda's role at Kaizen Recruitment?
Simon Gvalda is listed as Consultant and Operations Manager at Kaizen Recruitment.
What is Simon Gvalda's email address?
AeroLeads has found 1 work email signal at @eqt.com.au for Simon Gvalda at Kaizen Recruitment.
Where is Simon Gvalda based?
Simon Gvalda is based in Melbourne, Victoria, Australia while working with Kaizen Recruitment.
What companies has Simon Gvalda worked for?
Simon Gvalda has worked for Kaizen Recruitment, Equity Trustees, Fmd Financial Pty Ltd, and Morgan Wealth Management Group.
Who are Simon Gvalda's colleagues at Kaizen Recruitment?
Simon Gvalda's colleagues at Kaizen Recruitment include Paris Deligianis, Jerone Ducanes, Chrp®, Amanda Chisholm, Joseph Fox, and Julian Soames.
How can I contact Simon Gvalda?
You can use AeroLeads to view verified contact signals for Simon Gvalda at Kaizen Recruitment, including work email, phone, and LinkedIn data when available.
What schools did Simon Gvalda attend?
Simon Gvalda holds Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy from Deakin University.
What skills is Simon Gvalda known for?
Simon Gvalda is listed with skills including Wealth Management, Finance, Financial Analysis, Customer Service, Equities, Financial Advisory, Financial Planning, and Leadership.
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