Zoe Wan Email & Phone Number
@hsbc.com
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Who is Zoe Wan? Overview
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Zoe Wan is listed as Superannuation Adviser at HESTA at HESTA, a company with 327 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at hsbc.com and a matched LinkedIn profile for Zoe Wan.
Zoe Wan previously worked as Superannuation Adviser at Hesta and Advice Process Manager at Switzer Financial Group. Zoe Wan holds Bachelor Of Commerce (B.Com.), Double Major (Finance And Marketing) from Unsw Australia.
Email format at HESTA
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AeroLeads found 1 current-domain work email signal for Zoe Wan. Compare company email patterns before reaching out.
About Zoe Wan
Over nine years of experience in the Financial Services/Banking Industry, specialising in Financial Planning/Advice. Graduate in Bachelor of Commerce (double major in Finance and Marketing) at University of New South Wales.ASIC Financial Adviser number: 001259917. Accreditations include Diploma of Financial Planning and Advanced Diploma of Financial Planning, FASEA Exam completed, Ethics and Professionalism in Financial Advice bridging course completed with Distinction. Fluent in English, Mandarin and Cantonese.
Listed skills include Microsoft Excel, Microsoft Office, Customer Service, Teamwork, and 7 others.
Zoe Wan's current company
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Zoe Wan work experience
A career timeline built from the work history available for this profile.
Advice Process Manager
Advice Remediation Case Manager
Advice Associate
Customer Service Specialist
Personal Banker
Customer Service Representative
Colleagues at HESTA
Other employees you can reach at hesta.com.au. View company contacts for 327 employees →
Jessica Strawbridge
Colleague at Hesta
Adelaide, South Australia, Australia, Australia
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FT
Frank Tigani Cfp® Cpa
Colleague at Hesta
Brisbane, Queensland, Australia, Australia
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HD
Helen Donat
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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KV
Karen Volpato
Colleague at Hesta
Australia, Australia
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MD
Matthew Diep
Colleague at Hesta
Greater Melbourne Area, Australia
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AA
Armando Agostinho Agostinho
Colleague at Hesta
Luanda Province, Angola, Angola
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AS
Anna S.
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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RK
Ramapriya Karthik
Colleague at Hesta
Mambourin, Victoria, Australia, Australia
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DF
Dr Frank Polanco, Cfa
Colleague at Hesta
Greater Melbourne Area, Australia
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AU
Angelina Ung
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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Zoe Wan education
Bachelor Of Commerce (B.Com.), Double Major (Finance And Marketing)
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Passed - July 2021
Ethics And Professionalism In Financial Advice, Distinction
Authorised Representative Number: 001259917
Commercial Law (Tasaclv2)
Tax For Financial Advising (Tfav1)
Frequently asked questions about Zoe Wan
Quick answers generated from the profile data available on this page.
What company does Zoe Wan work for?
Zoe Wan works for HESTA.
What is Zoe Wan's role at HESTA?
Zoe Wan is listed as Superannuation Adviser at HESTA at HESTA.
What is Zoe Wan's email address?
AeroLeads has found 1 work email signal at @hsbc.com for Zoe Wan at HESTA.
Where is Zoe Wan based?
Zoe Wan is based in Sydney, New South Wales, Australia while working with HESTA.
What companies has Zoe Wan worked for?
Zoe Wan has worked for Hesta, Switzer Financial Group, Commonwealth Bank, and Hsbc.
Who are Zoe Wan's colleagues at HESTA?
Zoe Wan's colleagues at HESTA include Jessica Strawbridge, Frank Tigani Cfp® Cpa, Helen Donat, Karen Volpato, and Matthew Diep.
How can I contact Zoe Wan?
You can use AeroLeads to view verified contact signals for Zoe Wan at HESTA, including work email, phone, and LinkedIn data when available.
What schools did Zoe Wan attend?
Zoe Wan holds Bachelor Of Commerce (B.Com.), Double Major (Finance And Marketing) from Unsw Australia.
What skills is Zoe Wan known for?
Zoe Wan is listed with skills including Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Microsoft Word, Powerpoint, Leadership, and Team Leadership.
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