Deep Enrich
Arthur how
612 followersTimeline
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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