Julia Williamson
Client Relationship Manager at Private Wealth Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Sydney Area, AU
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Experience
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Private Wealth Partners
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Australia
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Financial Services
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1 - 100 Employee
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Client Relationship Manager
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Jul 2023 - Present
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Sterling Planners
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Financial Services
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1 - 100 Employee
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Client Services
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Aug 2021 - Jul 2023
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Talbots Financial Services Pty Ltd
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Australia
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Investment Management
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Client Services Administration Officer for Financial Planning, Mortgage Broking & Accounting
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Aug 2019 - Aug 2021
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Personal Assistant to Director
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Jun 2017 - Aug 2019
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Receptionist
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Aug 2016 - Jun 2017
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Education
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2022 - 2023
Monarch Institute
Diploma of Finance and Mortgage Broking -
2022 - 2023
Monarch Institute
Certificate IV of Finance and Mortgage Broking -
2017 - 2018
TAFE NSW
Certificate IV in Accounting & Bookkeeping, Accounting -
2011 - 2015
St Clare's College, Waverley
HSC
Community
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