Charlotte McGinn
Financial Planning Assistant at Coastline Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
AU
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Credentials
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Nutrition Society of Australia member
Nutrition Society of AustraliaJul, 2021- Nov, 2024
Experience
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Coastline Private Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Financial Planning Assistant
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Apr 2016 - Present
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demeter wealth management
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Manager
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Jul 2012 - Apr 2016
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Allianz Australia
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Australia
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Insurance
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700 & Above Employee
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Business Development Manager
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Oct 2004 - Sep 2010
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E.D'A Insurance Brokers
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Mt Lawley, Western Australia
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Broker Assistant
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Dec 2002 - Oct 2004
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Admiral Group Plc
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United Kingdom
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Financial Services
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700 & Above Employee
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Claims Assistant
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Apr 2001 - Sep 2002
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Education
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2017 - 2022
La Trobe University
Bachelor of Food and Nutrition, Nutrition Sciences -
2015 - 2016
Mentor Education
Diploma of Financial Planning, Financial Planning and Services -
1997 - 1997
Central Institute of Technology
Certificate IV in Human Services
Community
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