Advice Process Manager
CurrentManaging advice Process and systems for ANZ's Private Bankers and Investment Advisers.
Apr 2023 - Present
AeroLeads people directory · profile
Yhan Meyer Email & Phone Number
Advice Process Manager at ANZ
at
ANZ
1 work email found
@anz.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Advice Process Manager at ANZ
Location
Auckland, Auckland, New Zealand
Company size
Who is Yhan Meyer? Overview
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Quick answer
Yhan Meyer is listed as Advice Process Manager at ANZ at ANZ, a company with 44544 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at anz.com and a matched LinkedIn profile for Yhan Meyer.
Yhan Meyer previously worked as Advice Process Manager at Anz and Paraplanner at Anz. Yhan Meyer holds New Zealand Certificate In Financial Services (Level 5) (Investments) [Version 2], Financial Services from Open Polytechnic Of New Zealand.
Company email context
Email format at ANZ
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{first}.{last}@anz.com
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AeroLeads found 1 current-domain work email signal for Yhan Meyer. Compare company email patterns before reaching out.
Profile bio
About Yhan Meyer
I have a genuine passion for providing a top notch level of client service. I have skills in preparing investment and retirement planning proposals for presentation to clients. I am passionate about exceeding client expectations with my work and ensuring compliance with regulatory frameworks.I also have skills in using Excel to extract data to gain insights to support with management decisions. I have created a reporting tool for my team in Excel to collate and report on the team's activity on a monthly basis. I have also created reports in Jira to give my manager a quick way to obtain up to date data on the team's workload.Through my university and online study, I also have experience with using basic functions in R and python to manipulate data and with SQL to query databases.I also enjoy working as part of a team to support clients and I get on well with my colleagues.
Listed skills include Financial Analysis, Financial Modeling, Microsoft Office, Report Writing, and 8 others.
Current workplace
Yhan Meyer's current company
Company context helps verify the profile and gives searchers a useful next step.
Anz
3 roles
Yhan Meyer work experience
A career timeline built from the work history available for this profile.
Paraplanner
Jun 2015 - Apr 2023
Paraplanner
Assist the investment advisers with preparing statements of advice for presentation to clients. Provide technical compliance support and analytical investment research to the advisers.
Feb 2013 - Jun 2015
Team & coworkers
Colleagues at ANZ
Other employees you can reach at anz.com. View company contacts for 44544 employees →
AY
Alex Yin
Colleague at Anz
Melbourne, Victoria, Australia, Australia
View →
JC
Jason Cheng
Colleague at Anz
Australia, Australia
View →
LA
Lutfi Azmi
Colleague at Anz
Indonesia, Indonesia
View →
AS
Arunachalam S
Colleague at Anz
Bengaluru, Karnataka, India, India
View →
AA
Andrew Afif
Colleague at Anz
Greater Melbourne Area, Australia
View →
HW
Hayley Webber
Colleague at Anz
Australia, Australia
View →
TT
Thu Tran
Colleague at Anz
Greater Melbourne Area, Australia
View →
MD
Michael Day
Colleague at Anz
Queensland, Australia, Australia
View →
VT
Victor Than
Colleague at Anz
Singapore, Singapore, Singapore
View →
AC
Adam Cantsilieris
Colleague at Anz
Carlton, Victoria, Australia, Australia
View →
Alex Yin
Colleague at Anz
Melbourne, Victoria, Australia, Australia
View →
JC
Jason Cheng
Colleague at Anz
Australia, Australia
View →
LA
Lutfi Azmi
Colleague at Anz
Indonesia, Indonesia
View →
AS
Arunachalam S
Colleague at Anz
Bengaluru, Karnataka, India, India
View →
AA
Andrew Afif
Colleague at Anz
Greater Melbourne Area, Australia
View →
HW
Hayley Webber
Colleague at Anz
Australia, Australia
View →
TT
Thu Tran
Colleague at Anz
Greater Melbourne Area, Australia
View →
MD
Michael Day
Colleague at Anz
Queensland, Australia, Australia
View →
VT
Victor Than
Colleague at Anz
Singapore, Singapore, Singapore
View →
AC
Adam Cantsilieris
Colleague at Anz
Carlton, Victoria, Australia, Australia
View →
2 education records
Yhan Meyer education
New Zealand Certificate In Financial Services (Level 5) (Investments) [Version 2], Financial Services
Bca (Hons), Economics
Victoria University Of Wellington
FAQ
Frequently asked questions about Yhan Meyer
Quick answers generated from the profile data available on this page.
What company does Yhan Meyer work for?
Yhan Meyer works for ANZ.
What is Yhan Meyer's role at ANZ?
Yhan Meyer is listed as Advice Process Manager at ANZ at ANZ.
What is Yhan Meyer's email address?
AeroLeads has found 1 work email signal at @anz.com for Yhan Meyer at ANZ.
Where is Yhan Meyer based?
Yhan Meyer is based in Auckland, Auckland, New Zealand while working with ANZ.
What companies has Yhan Meyer worked for?
Yhan Meyer has worked for Anz and Stratus Financial Services Limited.
Who are Yhan Meyer's colleagues at ANZ?
Yhan Meyer's colleagues at ANZ include Alex Yin, Jason Cheng, Lutfi Azmi, Arunachalam S, and Andrew Afif.
How can I contact Yhan Meyer?
You can use AeroLeads to view verified contact signals for Yhan Meyer at ANZ, including work email, phone, and LinkedIn data when available.
What schools did Yhan Meyer attend?
Yhan Meyer holds New Zealand Certificate In Financial Services (Level 5) (Investments) [Version 2], Financial Services from Open Polytechnic Of New Zealand.
What skills is Yhan Meyer known for?
Yhan Meyer is listed with skills including Financial Analysis, Financial Modeling, Microsoft Office, Report Writing, Investment Research, Banking, Risk Management, and Financial Services.
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