Richie Sorensen
Partner at Findex- Claim this Profile
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Bio
Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Partner
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Jun 2022 - Present
Passionate Financial Advisor who loves helping my clients better achieve their goals.Proven business development and leadership skills with a wealth of experience in funds management.
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Associate Partner - Wealth Management
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Jul 2020 - Present
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Financial Advisor
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Nov 2015 - Present
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CH Australia
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Accounting
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200 - 300 Employee
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Financial Advisor
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Nov 2015 - Present
Senior Financial Advisor servicing Small/Medium Business and High Net Worth Clients. I am very passionate about my profession and helping clients with all aspects of their financial world. My aim is to build strong relationships and partner with my clients on their journey through life and retirement. Senior Financial Advisor servicing Small/Medium Business and High Net Worth Clients. I am very passionate about my profession and helping clients with all aspects of their financial world. My aim is to build strong relationships and partner with my clients on their journey through life and retirement.
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Financial Adviser
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Dec 2013 - Nov 2015
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Iridium Capital
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser
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2012 - 2013
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Russell Investments
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United States
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Financial Services
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700 & Above Employee
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Business Development Manager
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2010 - 2012
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Business Development Manager
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2007 - 2009
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Education
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Kaplan Australia
Advanced Diploma of Financial Planning -
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University of Western Sydney
Bachelor of Commerce, Management
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