Deep Enrich
Arthur How
Fund Administrator & Customer Service - HESTA Super Fund
612 followers
Greater Melbourne Area
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Connect with Arthur How to Send Message
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About me
Senior Financial Adviser
Education
Financial Planning Association Australia
2015 - 2017Certified Financial Planner CFP® Practitioner Number 353556Completion of the CFP® in November 2017
Kaplan Professional
2014 - 2014Advanced Diploma of Financial PlanningKaplan Professional
2013 - 2013Diploma of Financial PlanningKaplan Professional
2016 - 2016Self Managed Superannuation Funds
Monash University
2008 - 2010Bachelor of Commerce (B.Com.) Accounting & Finance Accounting & Finance
Experience
Superpartners
Jun 2012 - Mar 2013Fund Administrator & Customer Service - HESTA Super Fund
ANZ
Mar 2013 - Mar 2015Financial Planning
Westpac
Mar 2015 - Jun 2016Financial PlannerANZ
Jun 2016 - Jul 2020Senior Financial Planner
I Think Financial Group
Jul 2020 - Dec 2020Senior Financial Adviser
KPMG Australia
Oct 2021 - Jun 2022Consultant
WEALTH SMART AUSTRALIA
Jul 2022 - Dec 2022Senior Financial Adviser
Fitzpatrick Financial Services
Jan 2023 - nowSenior Financial Advisor
Licenses & Certifications
CFP®
Financial Planning Association of AustraliaNov 2017.webp)
Advanced Diploma of Financial Planning
Kaplan Professional Education (Australia)Diploma of Financial Planning
Kaplan Professional Education (Australia)
Languages
- enEnglish
- chChinese
- caCantonese
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