Tracey Pepperall
Client Services Manager at Fitzpatricks Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Newcastle Area, AU
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Experience
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Fitzpatricks Private Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Manager
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Feb 2023 - Present
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Chelsea Wealth Management
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United States
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1 - 100 Employee
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Client Services Officer
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Jan 2022 - Jan 2023
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Politis Investment Strategies
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Australia
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Financial Services
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1 - 100 Employee
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Compliance & Dealer Group Support
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Jul 2020 - Dec 2021
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Client Account Administration
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Jul 2019 - Jun 2020
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Cutcher & Neale Accounting and Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Investment Services Administrator
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Jul 2018 - May 2019
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My Local Broker
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Australia
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Financial Services
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1 - 100 Employee
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Commissions/Accreditations Manager
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Sep 2017 - Jul 2018
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Vow Financial
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Financial Services
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1 - 100 Employee
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Operations Manager
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Dec 2013 - Aug 2017
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Operations Team Leader
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Nov 2012 - Dec 2013
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Advanced Physiotherapy and Injury Prevention
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Australia
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Wellness and Fitness Services
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1 - 100 Employee
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Reception/Administration Manager
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Jan 2011 - Oct 2012
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Collection House Group
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Australia
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Financial Services
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100 - 200 Employee
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Commercial Collections Portfolio Manager
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Aug 1999 - Dec 2010
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Education
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2007 - 2008
Australian Institute of Management
Frontline Management, Certificate IV -
2008 - 2008
Collective Learning and Development Pty Ltd
Finance and Financial Management Services, Certificate III -
2009 -
Commerical Agents & Private Inquiry Agents License
Finance, General, CAPI License -
1979 - 1981
Our Lady's Secondary College
Community
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