Juan Steven Castano

Juan Steven Castano Email and Phone Number

Mortgage Broker at DO Financial Services @ DO Financial Services
Juan Steven Castano's Location
Greater Sydney Area, Australia
About Juan Steven Castano

Helping people achieve their goals now and always. #thejuanadviser

Juan Steven Castano's Current Company Details
DO Financial Services

Do Financial Services

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Mortgage Broker at DO Financial Services
Juan Steven Castano Work Experience Details
  • Do Financial Services
    Mortgage Broker
    Do Financial Services Dec 2020 - Present
    Brisbane, Queensland, Australia
    View
  • Great Advice
    Financial Advisor
    Great Advice Oct 2019 - Jan 2021
    Sydney, Australia
    View
  • Brisbane Financial Services Pty Ltd
    Financial Advisor
    Brisbane Financial Services Pty Ltd Nov 2016 - Oct 2019
    111 Eagle Street, Brisbane Qld 4000
    - Wealth Creation- Investment Modelling- Retirement Planning- Centrelink - Aged Care- Risk protection
    View
  • Cb Financial
    Financial Advisor
    Cb Financial Jun 2015 - Nov 2016
    Cbd
    - Wealth Creation- Investment Modelling- Retirement Planning- Centrelink - Aged Care- Risk protection
    View
  • Amp
    Financial Advisor
    Amp Feb 2014 - May 2015
    1 - 50 Chatswood Road, Springwood Qld 4127
    Strategic Investments:- Wealth Creation- Investment Modelling- Retirement Planning- Centrelink - Aged Care- Risk Protection
    View
  • Genesys Wealth Advisers
    Associate Financial Advisor
    Genesys Wealth Advisers Apr 2013 - Feb 2014
    Cbd
    Strategic Investments:- Wealth Creation- Retirement Planning- Centrelink- Risk
  • Map Funds Management Ltd
    Intra-Fund Advisor
    Map Funds Management Ltd Jul 2011 - Apr 2013
    Wickham Terrace
    RG200 - Intra-Fund AdviceBusiness RetentionGenerating ReferralsSoftware CustomizerMarketing StrategiesStaff training
  • Wps Financial Group
    Client Manager
    Wps Financial Group Nov 2010 - Jun 2011
    488 Queen Street Brisbane Qld 4001
    - Conducted initial appointments with clients- Client Data Questionnaire- Statement Of Advice

Juan Steven Castano Skills

Retirement Planning Wealth Management Investments Superannuation Investment Strategies Financial Planning Wealth Pensions Insurance Financial Risk Finance Retirement Wealth Accumulation Financial Advisory Financial Services Strategic Financial Planning Risk Management Portfolio Management Income Protection Investment Advisory Life Insurance Relationship Management Estate Planning Financial Planners Business Relationship Management Pension Funds

Juan Steven Castano Education Details

Frequently Asked Questions about Juan Steven Castano

What company does Juan Steven Castano work for?

Juan Steven Castano works for Do Financial Services

What is Juan Steven Castano's role at the current company?

Juan Steven Castano's current role is Mortgage Broker at DO Financial Services.

What schools did Juan Steven Castano attend?

Juan Steven Castano attended Kaplan, Qut, Queensland University Of Technology.

What skills is Juan Steven Castano known for?

Juan Steven Castano has skills like Retirement Planning, Wealth Management, Investments, Superannuation, Investment Strategies, Financial Planning, Wealth, Pensions, Insurance, Financial Risk, Finance, Retirement.

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