Hayden Schampers
Client Services Officer at Core Wealth Advisors Pty Ltd- Claim this Profile
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Bio
Experience
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Core Wealth Advisors Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Officer
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Jan 2022 - Present
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E&P Financial Group
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Australia
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Financial Services
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100 - 200 Employee
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Wealth Analyst
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May 2021 - Nov 2021
Develop investment thesis for investments based on E&P research. Deliberate with Advisors on potential investments for clients Assist with client meetings and respond to client requests and prepare Statement of Advice documents Assist clients and advisers with implementation of advice Provide technical and administration support to Advisers Provide analysis and on-going monitoring of investments Develop investment thesis for investments based on E&P research. Deliberate with Advisors on potential investments for clients Assist with client meetings and respond to client requests and prepare Statement of Advice documents Assist clients and advisers with implementation of advice Provide technical and administration support to Advisers Provide analysis and on-going monitoring of investments
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Suncorp Group
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Australia
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Financial Services
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700 & Above Employee
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Lending Officer
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Mar 2021 - May 2021
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Concentrix
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Customer Service Representative
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Jun 2020 - Mar 2021
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Verton Australia
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Australia
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Staffing and Recruiting
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100 - 200 Employee
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Sales Assistant
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Aug 2019 - Dec 2019
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Sales Intern
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Aug 2019 - Nov 2019
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Education
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2015 - 2019
QUT (Queensland University of Technology)
Bachelor of Business, International Business -
2015 - 2019
IÉSEG School of Management
Bachelor of Business Administration - BBA, International Business
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