Cindy Excell CFP® SSA® MAppFin
Senior Financial Advisor, Australian Unity Wealth and Capital Markets at Australian Unity Wealth- Claim this Profile
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Bio
Cindy is a highly professional advisor who is knowledgeable, diligent and thorough. She cares about her clients and I know that I can rely on her.
Cindy is a highly professional advisor who is knowledgeable, diligent and thorough. She cares about her clients and I know that I can rely on her.
Cindy is a highly professional advisor who is knowledgeable, diligent and thorough. She cares about her clients and I know that I can rely on her.
Cindy is a highly professional advisor who is knowledgeable, diligent and thorough. She cares about her clients and I know that I can rely on her.
Credentials
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Precision Nutrition Level 1 Certified Nutrition Coach
Precision NutritionMar, 2021- Sep, 2024 -
Holistic Health Coach (In Progress)
Institute for Integrative NutritionJan, 2021- Sep, 2024 -
Women’s Coaching Specialist (In Progress)
Girls Gone StrongJan, 2021- Sep, 2024 -
Certified Online Trainer (Online Trainer Academy)
Online Trainer Academy / The Personal Trainer Development CenterJul, 2020- Sep, 2024 -
Certificate IV in Fitness | Master Trainer
Australian Institute of FitnessMar, 2020- Sep, 2024
Experience
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Australian Unity Wealth
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Australia
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Investment Management
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100 - 200 Employee
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Senior Financial Advisor, Australian Unity Wealth and Capital Markets
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Sep 2020 - Present
- Senior Financial Advisor at Australian Unity Wealth and Capital Markets- Holistic Financial Advice (Strategic and Investments)
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Financial Planning Association of Australia
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Australia
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Financial Services
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1 - 100 Employee
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Treasurer | Committee Member | FPA Sydney Chapter
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Nov 2020 - Present
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Cindy Excell Fitness Coaching
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Australia
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Wellness and Fitness Services
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1 - 100 Employee
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Founder and Owner | Fitness and Nutrition Coach | Certified Personal Trainer
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Jun 2020 - Present
- Behaviour change coaching approach to sustain healthy and fit lifestyle for ambitious women- 4 pillars coaching to ensure clients‘ sustainable success: Fitness + Nutrition + Mindset + Healthy Habits - Help female professionals, female executives, female entrepreneurs and corporate working mums show up as their best selves at home and in their business and careers so they can look and feel amazing and perform their best as leaders and have success in every area in life.- Follow me on Instagramhttps://www.instagram.com/cindyexcell/- Join my FREE Private Facebook Group https://www.facebook.com/groups/fitnesslifestyleforsuccessfulwomen
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Private Wealth Manager, Commonwealth Private
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Jul 2018 - Sep 2020
- Providing holistic personal financial advice (strategic and investments) to High Net Worth Individuals and their families with minimum $2.5M to invest- Commonwealth Private strives to provide trusted personal advice to High Net Worth individuals who have the intention to invest or borrow at least AU$2.5M. - Commonwealth Private has been recognised seven times at the Australian Business Banking Awards voted as the most “Outstanding Institution” in the $1M - $10M Award category. Our vision is to excel at securing and enhancing the financial wellbeing of people, businesses and communities across generations.
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Macquarie Group
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Non-profit Organizations
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1 - 100 Employee
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Private Wealth Adviser
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Jul 2016 - Jun 2018
- Holistic Strategic and Investment advice to High Net Worth Clients;- SIV clients
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UniSuper
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Australia
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Financial Services
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700 & Above Employee
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Financial Adviser
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Jul 2011 - Jul 2016
- Retirement planning and pre-retirement planning- Superannuation
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Paraplanner
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Nov 2009 - Jun 2011
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Industry Fund Financial Planning
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Australia
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Investment Banking
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Paraplanner
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Nov 2006 - Nov 2009
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Financial Planning Assistant
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Jan 2006 - Oct 2006
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Education
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2002 - 2003
Macquarie University
Master of Applied Finance, Applied Finance -
2018 - 2018
SMSF Association
SMSF Specialist Advisor ™ (SSA) Program -
2010 - 2012
FPA
CFP® Certification Program -
2005 - 2008
FINSIA & KAPLAN
Graduate Diploma of Financial Planning ; SMSF, ADFS (FP), DFS(FP) -
1995 - 1999
Xiamen University
Bachelor of Economics, Major in Accounting -
2019 - 2020
Australian Institute of Fitness
Certified Personal Trainer / Master Trainer -
2016 - 2016
FPA
Life Risk Specialist Program -
2021 - 2022
Institute for Integrative Nutrition
Holistic Health Coach (In Progress) -
2020 - 2020
The Online Trainer Academy / Personal Trainer Development Center
Certifed Online Trainer Level 1 -
2020 - 2021
Precision Nutrition
Nutrition Coaching Level 1 / Exercises Nutrition -
2020 - 2021
GGS Coaching and Training Women Academy
Women’s Coaching Specialist -
2020 - 2021
GGS Coaching and Training Women Academy
Pre & Postnatal Coaching Specialist
Community
