Udaya B
AeroLeads people directory · profile

Udaya B Email & Phone Number

Financial Planning |Client Service officer | Paraplanner at Smith Coffey
Location: Greater Perth Area, Australia, Australia 3 work roles 2 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Smith Coffey
Role
Financial Planning |Client Service officer | Paraplanner
Location
Greater Perth Area, Australia, Australia
Company size
29 employees

Who is Udaya B? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Udaya B is listed as Financial Planning |Client Service officer | Paraplanner at Smith Coffey, a company with 29 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Udaya B.

Udaya B previously worked as Paraplanner at Smith Coffey and Customer Service Officer at Aware Super. Udaya B holds Master'S Degree, Finance, General from Southern New Hampshire University.

Company email context

Email format at Smith Coffey

This section adds company-level context without repeating Udaya B's masked contact details.

Smith Coffey

Review company-level records connected to Udaya B before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Udaya B

Experienced Financial Planning Client Service Officer with 11+ years of experience in superannuation and 2 years in banking, specializing in managing financial documentation and providing stakeholder support. Expertise in product research, taxation, and business development. Proven track record of retaining clients, resolving financial issues, and supporting financial planners. Skilled in facilitating team operations and fostering stakeholder relationships.AREAS OF EXPERTISE• Proven ability to deliver high-quality results, navigate complex situations diplomatically, and adapt to new technologies to meet evolving business needs. • Strong verbal and written communication skills, complemented by a strategic approach to problem-solving.• Dedicated to achieving high customer satisfaction with transferable skills suited to paraplanning.CORE SKILLSTeam Facilitation | Customer Service | Administration | Project Support | Financial Planning Documentation | Product Research | Customer Relationship Management | Banking & Finance | Written & Verbal CommunicationTECHNICAL SKILLSTaxation | Investment Planning | Superannuation | Estate Planning | Account Management | Financial Product Management | SAP | Microsoft 365– Word, Excel, Outlook, PowerPoint | Power BI | CRM | Data Analytics Basics

Current workplace

Udaya B's current company

Company context helps verify the profile and gives searchers a useful next step.

Smith Coffey
Smith Coffey
Financial Planning |Client Service officer | Paraplanner
australia
Website
smithcoffey.com.au
Employees
29
AeroLeads page
Company profile
View company profile Email format
3 roles

Udaya B work experience

A career timeline built from the work history available for this profile.

Paraplanner

Current
Smith Coffey

Perth, Western Australia, Australia

Preparing financial planning documentation, ready for endorsement by the senior team members.Entering client data into software, such as CRM and Xplan.Preparing and comparing different financial modelling for clients.Generating reports and presenting them.Maintaining client files.Making calls to clients to follow-up on information or requests and preparing.

Oct 2024 - Present

Customer Service Officer

Aware Super

Perth

  • Provided administrative support to financial planners and worked collaboratively with other internal stakeholders to provide exceptional service to members, clients, and prospective clients.
  • Retained a long-term client by resolving concerns about system changes and fees after collaborating with the State Manager, providing ongoing support, and ensuring regular contact with the financial planner.
  • Secured a partial tax claim for a client by clarifying tax rules, explaining the impact of excessive withdrawals, and advising consultation with the financial planner for future withdrawals, ensuring client satisfaction.
Jul 2013 - Sep 2024

Member Service Consultant

Community Cps Australia Pty Ltd.

Perth, Western Australia, Australia

  • Managed various banking products for United Credit Union, including cash handling, back-office tasks, resolving customer queries by phone, processing term deposits, responding to client emails, and opening accounts.
  • Fulfilled a member’s urgent large cash request by securing $100 note denominations from a colleague and advising the client to contact in advance for specific cash denominations.
  • Enabled a member to access essential funds overseas by guiding them to reset their PIN and advising on using travelers' cheques for cash withdrawals, ensuring their satisfaction during an emergency.
May 2010 - Mar 2012
Team & coworkers

Colleagues at Smith Coffey

Other employees you can reach at smithcoffey.com.au. View company contacts for 29 employees →

CB Caterina Bongiorno Caterina Bongiorno Colleague at Smith Coffey Perth, Western Australia, Australia, Australia View → CH Chung Hung Wan Chung Hung Wan Colleague at Smith Coffey Greater Perth Area, Australia View → MM Michele Miranda Michele Miranda Colleague at Smith Coffey Greater Perth Area, Australia View → JC Jo Chadwick Jo Chadwick Colleague at Smith Coffey Bayswater, Western Australia, Australia, Australia View → KP Kaumil Patel Kaumil Patel Colleague at Smith Coffey Meadow Springs, Western Australia, Australia, Australia View → PA Pauline Atsaros Pauline Atsaros Colleague at Smith Coffey Australia, Australia View → SJ Stephen Jones Stephen Jones Colleague at Smith Coffey Greater Perth Area, Australia View → KS Kristine Smith Kristine Smith Colleague at Smith Coffey Greater Perth Area, Australia View → AY Andy Yang Andy Yang Colleague at Smith Coffey Perth, Western Australia, Australia, Australia View → BE Beverley Edmunds Beverley Edmunds Colleague at Smith Coffey Mount Lawley, Western Australia, Australia, Australia View →
2 education records

Udaya B education

FAQ

Frequently asked questions about Udaya B

Quick answers generated from the profile data available on this page.

What company does Udaya B work for?

Udaya B works for Smith Coffey.

What is Udaya B's role at Smith Coffey?

Udaya B is listed as Financial Planning |Client Service officer | Paraplanner at Smith Coffey.

Where is Udaya B based?

Udaya B is based in Greater Perth Area, Australia, Australia while working with Smith Coffey.

What companies has Udaya B worked for?

Udaya B has worked for Smith Coffey, Aware Super, and Community Cps Australia Pty Ltd..

Who are Udaya B's colleagues at Smith Coffey?

Udaya B's colleagues at Smith Coffey include Caterina Bongiorno, Chung Hung Wan, Michele Miranda, Jo Chadwick, and Kaumil Patel.

How can I contact Udaya B?

You can use AeroLeads to view verified contact signals for Udaya B at Smith Coffey, including work email, phone, and LinkedIn data when available.

What schools did Udaya B attend?

Udaya B holds Master'S Degree, Finance, General from Southern New Hampshire University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Udaya B you were looking for.

udaya b
udaya b
Looking For Job Opportunity
Bengaluru
Udaya Prabhu B
Udaya Prabhu B
Test Engineer | Hil | Can | Automotive Ethernet| Digital Instrument Cluster
Bengaluru
Udaya Ganavi S B
Udaya Ganavi S B
M.Com Graduate And Certified As Investment Banking Operations Professional
Bengaluru
View similar profiles