Arthur How
Senior Financial Adviser at WEALTH SMART AUSTRALIA- Claim this Profile
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English Native or bilingual proficiency
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Chinese Limited working proficiency
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Cantonese Professional working proficiency
Topline Score
Bio
Shannon Gardner
Arthur's support of the Financial Planners at ANZ is second to none. Arthur's work ethic and commitment for obtaining accurate product and client information in a timely manner, is a contributing factor that has helped me to deliver quality financial advice to my clients with absolute confidence. Arthur also excels at building strong relationships and his cheerful demeanour and positive outlook make him a pleasure to work with. Thanks for your help, Arthur!
Shannon Gardner
Arthur's support of the Financial Planners at ANZ is second to none. Arthur's work ethic and commitment for obtaining accurate product and client information in a timely manner, is a contributing factor that has helped me to deliver quality financial advice to my clients with absolute confidence. Arthur also excels at building strong relationships and his cheerful demeanour and positive outlook make him a pleasure to work with. Thanks for your help, Arthur!
Shannon Gardner
Arthur's support of the Financial Planners at ANZ is second to none. Arthur's work ethic and commitment for obtaining accurate product and client information in a timely manner, is a contributing factor that has helped me to deliver quality financial advice to my clients with absolute confidence. Arthur also excels at building strong relationships and his cheerful demeanour and positive outlook make him a pleasure to work with. Thanks for your help, Arthur!
Shannon Gardner
Arthur's support of the Financial Planners at ANZ is second to none. Arthur's work ethic and commitment for obtaining accurate product and client information in a timely manner, is a contributing factor that has helped me to deliver quality financial advice to my clients with absolute confidence. Arthur also excels at building strong relationships and his cheerful demeanour and positive outlook make him a pleasure to work with. Thanks for your help, Arthur!
Credentials
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CFP®
Financial Planning Association of AustraliaNov, 2017- Nov, 2024 -
Advanced Diploma of Financial Planning
Kaplan Professional Education (Australia) -
Diploma of Financial Planning
Kaplan Professional Education (Australia)
Experience
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WEALTH SMART AUSTRALIA
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Adviser
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Jul 2022 - Present
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KPMG Australia
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Australia
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Business Consulting and Services
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700 & Above Employee
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Consultant
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Oct 2021 - Jun 2022
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I Think Financial Group
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Financial Services
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1 - 100 Employee
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Senior Financial Adviser
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Jul 2020 - Dec 2020
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ANZ
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Australia
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Banking
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700 & Above Employee
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Financial Planner
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Jun 2016 - Jul 2020
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Westpac
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Australia
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Banking
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700 & Above Employee
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Financial Planner
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Mar 2015 - Jun 2016
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ANZ
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Australia
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Banking
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700 & Above Employee
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Financial Planning
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Mar 2013 - Mar 2015
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Superpartners
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Australia
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Financial Services
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200 - 300 Employee
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Fund Administrator & Customer Service - HESTA Super Fund
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Jun 2012 - Mar 2013
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Education
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2015 - 2017
Financial Planning Association Australia
Certified Financial Planner CFP® Practitioner Number 353556 -
2016 - 2016
Kaplan Professional
Self Managed Superannuation Funds -
2014 - 2014
Kaplan Professional
Advanced Diploma of Financial Planning -
2013 - 2013
Kaplan Professional
Diploma of Financial Planning -
2008 - 2010
Monash University
Bachelor of Commerce (B.Com.) Accounting & Finance, Accounting & Finance
Community
