Tom Gilbert

Tom Gilbert Email and Phone Number

Adviser Associate at Halcyon Wealth Advisers @ Halcyon Wealth Advisers
Tom Gilbert's Location
Greater Sydney Area, Australia
Tom Gilbert's Contact Details

Tom Gilbert work email

Tom Gilbert personal email

n/a
About Tom Gilbert

My professional objective has always been to continue to deliver exceptional customer service to my clients wether it be through giving holistic financial advice or through having great interactions which leave a lasting impression.

Tom Gilbert's Current Company Details
Halcyon Wealth Advisers

Halcyon Wealth Advisers

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Adviser Associate at Halcyon Wealth Advisers
Tom Gilbert Work Experience Details
  • Halcyon Wealth Advisers
    Adviser Associate
    Halcyon Wealth Advisers Feb 2020 - Present
    Sydney, New South Wales, Australia
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  • Viridian Advisory
    Client Services Manager
    Viridian Advisory Jul 2019 - Feb 2020
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  • Bt
    Financial Planner Assistant
    Bt May 2018 - Jun 2019
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  • St.George Bank
    Customer Service Specialist
    St.George Bank May 2015 - May 2018
    North Sydney, New South Wales, Australia
    - Creating ongoing relationships with client base to deliver consistently-high levels of customer service.- Engaging clients with financial specialists to deliver holistic, personalised, professional solutions for their needs- Exploring clients explicit and implicit banking needs and finding solutions that are tailored specifically to them.- Maintaining personal and branch KPIs' and managing effective strategies to meet them on a continuous basis.
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Tom Gilbert Skills

Customer Service Retail Banking Management Finance Relationship Management Microsoft Office Microsoft Excel Sales Banking Financial Analysis Investments Microsoft Word Powerpoint Training Financial Services

Tom Gilbert Education Details

Frequently Asked Questions about Tom Gilbert

What company does Tom Gilbert work for?

Tom Gilbert works for Halcyon Wealth Advisers

What is Tom Gilbert's role at the current company?

Tom Gilbert's current role is Adviser Associate at Halcyon Wealth Advisers.

What is Tom Gilbert's email address?

Tom Gilbert's email address is gi****@****.com.au

What schools did Tom Gilbert attend?

Tom Gilbert attended Tafe Nsw Higher Education, St. Joseph's College Hunters Hill.

What skills is Tom Gilbert known for?

Tom Gilbert has skills like Customer Service, Retail Banking, Management, Finance, Relationship Management, Microsoft Office, Microsoft Excel, Sales, Banking, Financial Analysis, Investments, Microsoft Word.

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