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@baillieuholst.com.au
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Stefan Wilksch is listed as Senior Business Analyst | Reporting Analyst | Trainer | CPA, BCom (Acct&Fin/Eco) Monash, GradDipAppFin (CorpFin) SIA, ProfDipStockbroking SAA, RG146 SAA, F FIN, MeSIAA at Ord Minnett, a company with 401 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at baillieuholst.com.au and a matched LinkedIn profile for Stefan Wilksch.
Stefan Wilksch previously worked as Adviser Support Specialist at Ord Minnett and Enterprise Systems Specialist at E.L. & C. Baillieu Limited. Stefan Wilksch holds Ethics And Professionalism In Financial Advice & Financial Adviser Exam from Fasea-Financial Adviser Standards And Ethics Authority.
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AeroLeads found 1 current-domain work email signal for Stefan Wilksch. Compare company email patterns before reaching out.
25 years of broad Financial Services Industry experience working in small, medium and large stockbroking firms. Superior client services skills acquired over 20 years as Adviser Assistant to Adrian Holst (MD). Extensive collaboration skills designing and developing four reporting applications to improve adviser efficiency. Accrued superior technical and computer skills to present complex reports in a meaningful, but simple and clear way. Proficient in Excel, VBA, Power BI, SQL, IRESS.
Listed skills include Microsoft Office, Portfolio Management, Identifying Improvements To Systems And Processes, Advanced Microsoft Office Skills, and 10 others.
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Melbourne, Victoria, Australia
Established in 1951, Ord Minnett is a leading wealth management group, offering a full-service stockbroking, financial planning, funds management and portfolio services.- Designed and developed customised Excel VBA applications to reconcile all external platform accounts to comply with OFA regulations.- Assisted ex-Baillieu advisers transition to Ord.
Melbourne, Victoria, Australia
Established in 1889, EL & C Baillieu provided financial services to private and institutional clients with offices in Melbourne, Geelong, Bendigo, Sydney, Adelaide, Gold Coast, Newcastle and Perth. EL & C Baillieu was sold to Ord Minnett in 2021.- Designed and developed customised Excel VBA applications (INVCLIENT, INVREVIEW) to maximise the time advisers.
Melbourne, Victoria, Australia
Established in 1893, FW Holst & Co provided financial services to private clients with offices in Melbourne and Geelong. FW Holst & Co was sold to EL & C Baillieu in 2012.- Designed and developed customised Excel VBA applications (INVTABLE, INVPLAN) to maximise the time advisers focused on their clients and to minimise the time spent on compliance and.
Other employees you can reach at ords.com.au. View company contacts for 401 employees →
Athena Kospetas, Cfa
Colleague at Ord Minnett
Sydney, New South Wales, Australia, Australia
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AM
Angelica M.
Colleague at Ord Minnett
Brooklyn, New York, United States, United States
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BB
Bill Burke
Colleague at Ord Minnett
Greater Melbourne Area, Australia
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HW
Hayley Wells
Colleague at Ord Minnett
Gold Coast, Australia
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LM
Louise Matthews
Colleague at Ord Minnett
Greater Adelaide Area, Australia
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TH
Tim Harrington
Colleague at Ord Minnett
Greater Brisbane Area, Australia
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DW
David Wells
Colleague at Ord Minnett
Greater Brisbane Area, Australia
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WQ
William Quach
Colleague at Ord Minnett
Greater Sydney Area, Australia
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JB
Jake Brown
Colleague at Ord Minnett
Sunshine Coast, Queensland, Australia, Australia
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GW
Gareth Webb
Colleague at Ord Minnett
Greater Brisbane Area, Australia
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Quick answers generated from the profile data available on this page.
Stefan Wilksch works for Ord Minnett.
Stefan Wilksch is listed as Senior Business Analyst | Reporting Analyst | Trainer | CPA, BCom (Acct&Fin/Eco) Monash, GradDipAppFin (CorpFin) SIA, ProfDipStockbroking SAA, RG146 SAA, F FIN, MeSIAA at Ord Minnett.
AeroLeads has found 1 work email signal at @baillieuholst.com.au for Stefan Wilksch at Ord Minnett.
Stefan Wilksch is based in Melbourne, Victoria, Australia while working with Ord Minnett.
Stefan Wilksch has worked for Ord Minnett, E.L. & C. Baillieu Limited, and Fw Holst & Co Pty Ltd.
Stefan Wilksch's colleagues at Ord Minnett include Athena Kospetas, Cfa, Angelica M., Bill Burke, Hayley Wells, and Louise Matthews.
You can use AeroLeads to view verified contact signals for Stefan Wilksch at Ord Minnett, including work email, phone, and LinkedIn data when available.
Stefan Wilksch holds Ethics And Professionalism In Financial Advice & Financial Adviser Exam from Fasea-Financial Adviser Standards And Ethics Authority.
Stefan Wilksch is listed with skills including Microsoft Office, Portfolio Management, Identifying Improvements To Systems And Processes, Advanced Microsoft Office Skills, Organisational Skills, Attention To Detail Skills, Analytical And Investigative Skills, and Presentation And Training Skills.
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