Tracey Whittaker

Tracey Whittaker Email and Phone Number

Client Sales Manager at Horizon Financial Planning @
Tracey Whittaker's Location
Perth, Western Australia, Australia, Australia
About Tracey Whittaker

I am highly focused individual who likes to ensure clients always receive the highest quality service and communication from me. I always believe that giving that extra 10% and building on relationships will ensure you success in business and life in general

Tracey Whittaker's Current Company Details
Horizon Financial Planning

Horizon Financial Planning

Client Sales Manager at Horizon Financial Planning
Tracey Whittaker Work Experience Details
  • Horizon Financial Planning
    Client Sales Manager
    Horizon Financial Planning Jun 2018 - Present
    Stirling, Western Australia, Australia
  • Equitem Financial Strategy
    Client Relationship Manager
    Equitem Financial Strategy Apr 2016 - Jun 2018
    View
  • Burswood Partners Wealth Management
    Client Relationship Manager
    Burswood Partners Wealth Management Sep 2014 - Jun 2018
    Burswood
    Client Relationship Manager / BDM / PADiverse role, which encompasses supporting the Financial Planner and a Personal Assistant, providing Client Relationship Support to existing client data base and providing support to ten plus Accountants at Burswood Partners. This role has also been a Business Development Role, with brining new clients into the business, setting up relationships with Referral Partners, to grow the business.
    View
  • Mybroker Group Of Companies
    Client Relationship Manager
    Mybroker Group Of Companies 2014 - Sep 2015
    Over twenty years Administration experience with nearly half of that spent in the Financial Services Industry. Focusing on Superannuation , Insurance, administration and client services. Priority delivering great quality Client Support.

Tracey Whittaker Skills

Financial Services Business Strategy Business Development Crm Microsoft Office New Business Development Training Negotiation Customer Service Customer Relationship Management

Tracey Whittaker Education Details

  • St Brigids College, Lesmurdie
    St Brigids College, Lesmurdie
  • St Brigids, Lesmurdie Wa
    St Brigids, Lesmurdie Wa

Frequently Asked Questions about Tracey Whittaker

What company does Tracey Whittaker work for?

Tracey Whittaker works for Horizon Financial Planning

What is Tracey Whittaker's role at the current company?

Tracey Whittaker's current role is Client Sales Manager at Horizon Financial Planning.

What schools did Tracey Whittaker attend?

Tracey Whittaker attended St Brigids College, Lesmurdie, St Brigids, Lesmurdie Wa.

What skills is Tracey Whittaker known for?

Tracey Whittaker has skills like Financial Services, Business Strategy, Business Development, Crm, Microsoft Office, New Business Development, Training, Negotiation, Customer Service, Customer Relationship Management.

Not the Tracey Whittaker you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.