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Bree-Anna Reed

Bree-Anna Reed

Client Service Officer

Followers of Bree-Anna Reed442 followers
location of Bree-Anna ReedGreater Brisbane Area

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  • Timeline

  • About me

    Managing Director / Senior Paraplanner at Reed Paraplanning

  • Education

    • University of the Sunshine Coast

      2009 - 2012
      Bachelor's Degree Financial Planning and Services

  • Experience

    • Centric

      Aug 2011 - Aug 2012
      Client Service Officer

    • Infocus (Australia)

      Aug 2012 - Feb 2015

      • Associate Adviser

        Jun 2014 - Feb 2015

      • Client Service Officer/Paraplanner

        Aug 2012 - Jul 2014

    • Sherrin Partners

      Mar 2015 - Aug 2016
      Associate Adviser

    • AMP

      Aug 2016 - Jan 2019
      Senior Paraplanner

    • Reed Paraplanning

      Jul 2019 - now
      Managing Director / Senior Paraplanner

  • Licenses & Certifications

    • Diploma of Financial Planning

    • Margin Lending and Gearing

      Kaplan Professional

    • Self-Managed Superannuation Funds

      Kaplan Professional