Andrew Wells

Relationship Manager at Currently Seeking Opportunities
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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Bio

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Credentials

  • Diploma of Financial Planning
    Financial Planning Association

Experience

  • Currently Seeking Opportunities
    • United States
    • Graphic Design
    • 700 & Above Employee
    • Relationship Manager
      • Jun 2019 - Present

  • Jamesons Strata
    • Strata Manager
      • Apr 2016 - Jun 2019

  • Action Advice
    • Principal Financial Planner
      • Oct 2015 - Oct 2016

  • Anne Street Partners
    • Sydney, Australia
    • Financial Advice Leader
      • 2014 - Jul 2015

      Leading a team of enthusiastic financial advisers in Sydney and Newcastle with a focus in helping people create a robust financial plan that supports making smart financial choices. Leading a team of enthusiastic financial advisers in Sydney and Newcastle with a focus in helping people create a robust financial plan that supports making smart financial choices.

  • Australian Unity Personal Financial Services Ltd
    • Senior Financial Adviser
      • Sep 2013 - Sep 2014

  • OnePath
    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Master Trust Development Manager
      • Oct 2010 - Sep 2013

  • St George Bank Private Clients
    • Private Clients Adviser
      • May 2010 - Oct 2010

  • FuturePlus Financial Services
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • Sep 2004 - Oct 2009

  • ipac - Company
    • Financial Services
    • 100 - 200 Employee
    • Certified Financial Planner
      • Jan 2001 - Sep 2004

Education

  • Macquarie Graduate School of Management
    MBA, Currently studying
    2010 - 2012
  • Deakin University
    Diploma of Financial Planning
    1997 - 1999
  • University of Western Sydney
    Bachelor of Commerce, Marketing
    1991 - 1998

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