Antony Germon

Business Implementation Manager - Private Wealth at Praemium
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Anastasios Moralis

I worked with Antony for over five years and found him to be an extremely professional, dedicated and courteous manager. He was a hard worker and took great pride in developing and keeping strong relationships with clients. I would have no hesitation in working with Antony again, and no hesitation in recommending him for any client and adviser relationship and servicing position.

Craig Mowll

Antony, is a highly dedicated Relationship Manager who always displayed a genuine care for his clients. Over the years I received many calls and emails directly from clients praising his service and to their business. Antony was with Certitude Global Investments 9 years; he was loyal, he built great client relationships, he was loved by all staff.

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Credentials

  • Claritas® Investment Certificate
    CFA Institute
    Feb, 2015
    - Nov, 2024

Experience

    • Australia
    • Financial Services
    • 200 - 300 Employee
    • Business Implementation Manager - Private Wealth
      • Oct 2020 - Present

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • May 2016 - Present

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Senior Client Service Manager
      • Oct 2015 - May 2016

    • Investment Management
    • Adviser Services and Relationship Manager
      • Feb 2006 - May 2015

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Financial Planning Assistant/ Paraplanner
      • Jan 2005 - Jan 2006

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Investor and Advisers Services - Superannuation, Investments and Annuities
      • Sep 2003 - Dec 2004

    • Broker Desk -
      • Feb 2000 - Jul 2000

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Investor and Adviser Services Officer
      • Mar 1998 - Dec 1999

Education

  • CFA Institute
    Claritas - Investment Certificate
    2014 - 2015
  • FINSIA
    Graduate Diploma of Financial Planning
    2003 - 2006
  • University of Newcastle
    Bachelor of Commerce (BCom)
    1993 - 1997
  • St Ives High School
    -

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