Renee Vian

Renee Vian

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  • Timeline

  • About me

    Home and investment Lending Manager at ANZ

  • Education

    • International Institute of Technology

      2013 - 2013
      Diploma of Financial Planning
    • Kaplan Professional

      2015 - 2017
      Financial Planning and Services
  • Experience

    • ANZ

      Sept 2004 - now

      As Financial Planner Associate I work with retail branches by assisting their clients to develop and implement appropriate strategies to protect their lifestyles and build wealth. As Business Banking Manager I was responsible for managing a group of small business customers. By engaging with customers and having a strong understanding of their financial needs, I provided products and services to assist with the ongoing operations of their business. As Home Loan specialist I contributed to the branch performance to deliver Home Lending and Insurance growth. I Developed strong relationship with customer to drive repeat business and advocacy I Proactively built strong relationships with local real estate networks to build a profile within the local community to increase home lending and insurance referrals to branch

      • Home and investment lending Manager

        Jun 2024 - now
      • Branch Manager

        Oct 2017 - now
      • Financial Planner Associate

        Jan 2013 - Oct 2017
      • Business Banking Manager

        Jul 2008 - Jan 2013
      • Home Loan Specialist

        Apr 2006 - Jul 2008
      • Personal Banker

        Sept 2004 - Apr 2006
  • Licenses & Certifications

    • Diploma Of financial planning

      International Institute of Technology (IIT)
      Jan 2013