Kate Schell (MAppFin)

Financial Adviser at First Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Skills

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Bio

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Experience

  • First Financial
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • May 2022 - Present

  • Equity Trustees
    • Australia
    • Financial Services
    • 200 - 300 Employee
    • Private Client Advisor
      • Jul 2021 - May 2022

  • TruWealth Advice
    • Australia
    • Financial Services
    • Financial Advisor
      • Apr 2017 - Jul 2021

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Dealer Assistant/Associate Advisor
      • Feb 2011 - Jul 2013

  • E.L. & C. Baillieu Limited
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Dealer Assistant/Associate Advisor
      • Jun 2007 - Feb 2011

  • Thornton Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Client Services Associate
      • Jun 2006 - Jun 2007

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Trading Floor - Global Markets - ICG (UK)
      • Apr 2005 - Mar 2006

  • ABN AMRO Bank N.V.
    • Netherlands
    • Banking
    • 700 & Above Employee
    • Executive Assistant to CFO of Equities
      • Jun 2004 - Mar 2005

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Trading Floor Assistant - UK Sales
      • Jun 2004 - Aug 2004

  • Baker Young Limited
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Equity Trader (DTR)
      • Jan 2003 - Mar 2004

    • Client Services Supervisor ; Portfolio Services Manager
      • 1998 - 2003

Education

  • Kaplan Professional
    Masters Applied Finance
    2015 - 2018
  • Financial Planning Asscosiation
    CFP 1-4, Financial Planning and Services
    2018 - 2018
  • FASEA Exam completed March 2021
    Completed
    2021 - 2021
  • Kaplan Professional
    Ethics and Professionalism in Financial Advice (FASEA bridging), Completed
    2021 - 2021
  • Kaplan Professional
    Graduate Diploma Applied Finance & Investment, Major: Financial Planning
    2007 - 2010

Community

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