Demelza Lister
Financial Advisor at Chalmers Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Wodonga, Victoria, Australia, AU
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Experience
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Chalmers 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 Advisor
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Jul 2019 - Present
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Potts & Schnelle
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Accounting
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1 - 100 Employee
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Financial Advisor
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Jul 2011 - Jun 2019
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Moriarty Financial Services
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Australia
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Investment Management
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1 - 100 Employee
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Para Planner/Financial Advisor
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Feb 2005 - May 2010
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BMG Partners
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Australia
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Accounting
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1 - 100 Employee
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Paraplanner
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May 2003 - Dec 2004
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Client Services Manager
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Feb 2001 - Apr 2003
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Education
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1998 - 2000
La Trobe University
Bachelor's degree, Business, Management, Marketing, and Related Support Services -
2003 - 2005
Kaplan Professional
Diploma Financial Planning, Financial Planning and Services -
1991 - 1996
Rutherglen High School
7 to 12 -
2005 - 2007
Kaplan Professional
Advance Diploma Financial Planning, Financial Planning and Services
Community
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