I am a graduate of Macquarie Business School with a Bachelor of Commerce, majoring in Economics and Accounting. Currently, I work as an Associate at 708 Wealth Management. I possess strong interpersonal skills and exceptional attention to detail, along with a self-motivated attitude. My experience in multidisciplinary teams has honed my collaboration and leadership abilities. I am currently pursuing a Graduate Diploma in Financial Planning.
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Associate Adviser708 Wealth ManagementSydney, Nsw, Au
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Associate708 Wealth Management Oct 2024 - PresentSydney, New South Wales, AustraliaSupporting two experienced Advisers/Directors who manage a client base of $500m + of HNW individuals, families, and charitable organisations.
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Associate708 Capital Sep 2023 - Oct 2024Sydney, New South Wales, Australia -
Dealers Assistant708 Capital Jun 2021 - Aug 2023Sydney, New South Wales, Australia
Will Lumb Education Details
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Distinction -
Distinction
Frequently Asked Questions about Will Lumb
What company does Will Lumb work for?
Will Lumb works for 708 Wealth Management
What is Will Lumb's role at the current company?
Will Lumb's current role is Associate Adviser.
What schools did Will Lumb attend?
Will Lumb attended Kaplan Professional, Macquarie University, Inaburra School.
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Dr William Lumb
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