Cavin Kürtz

Client Service Manager - Listed Services at BoardRoom Limited
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Contact Information
us****@****om
(386) 825-5501
Skills

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Bio

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Credentials

  • Member
    Financial Planning Association of Australia
    Jan, 2016
    - Nov, 2024
  • Tax (Financial) Advisor
    Tax Practitioners Board
    Jan, 2016
    - Nov, 2024
  • Level l Instructor / Canadian Association of Nordic Ski Instructors
    Canadian Association of Nordic Ski Instructors
    Jan, 2004
    - Nov, 2024

Experience

  • BoardRoom Group
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Client Service Manager - Listed Services
      • Apr 2022 - Present

  • Viridian Advisory
    • Australia
    • Investment Management
    • 100 - 200 Employee
    • Associate Financial Advisor
      • Jul 2019 - Jun 2021

  • St. James's Place – Asia & Middle East
    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Financial Advisor - Associate Partner | Shanghai
      • Oct 2017 - Mar 2019

      St. James’s Place, a FTSE 100 company, is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore. The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I personally aim to deliver our commitment by:- providing face-to-face financial advice that is always honest and straight forward- providing tax effective solutions to expatriates while abroad - giving clients the opportunity to review their financial affairs regularly - ensuring that investments are managed effectively - ensuring that any correspondence and literature is clear and easy to understand - listening to client feedback - ensuring that all of my dealings with clients are sensitive to their needs

  • Tailored Lifetime Solutions Pty Ltd
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • 2015 - Sep 2017

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Financial Planning Associate
      • 2011 - 2015

    • Personal Banker
      • 2009 - 2011

Education

  • Swinburne University of Technology
    Bachelor's degree, Business/Managerial Economics
    -
  • Swinburne University of Technology
    Business - Banking & Finance
    -
  • Monarch Institute
    Advanced Diploma, Financial Planning
    -
  • Monarch Institute
    Diploma of Financial Planning
    -
  • Kaplan Professional
    Margin Lending
    -
  • Mount Lilydale Mercy College
    V.C.E
    -

Community

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