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Lachlan Pickett

Lachlan Pickett

Retail Specialist

Followers of Lachlan Pickett15 followers
location of Lachlan PickettMelbourne, Victoria, Australia

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  • Timeline

  • About me

    Business Direct Lender Bendigo Bank

  • Education

    • RMIT University

      2021 - 2024
      Bachelor of Business (Economics & Finance)

    • Kaplan Business School

      2021 - 2021
      RG146 Tier 2

      corporate organizations that require employees to hold accreditation in General and/or Personal Advice in basic deposit and non-cash payment products and/or general insurance.

    • Kaplan Business School

      2023 - 2023
      RG146 Tier 1 Foreign Exchange

      Foreign Exchange, Margin Lending, Managed Investments, Financial Planning

  • Experience

    • Coles

      Jul 2017 - Apr 2021
      Retail Specialist

    • Westpac

      May 2021 - May 2024

      Responsibilities and duties include – providing advice on Westpac products, maintenance of accounts. Acting as customers' personal banking adviser in developing a wealth management plan and assisting clients in loan settlement and portability applications, investment referrals, etc. Follows legal and regulatory requirements in all actions as established by the bank as well as state insurance providers, securities regulators, and other applicable government and nongovernmental agencies. Engage in customer communications via email, face-to-face engagement and over the phone. Show less

      • Personal/Business Banking Specialist

        Oct 2022 - May 2024

      • Personal Banking Advisor

        May 2021 - Oct 2022

    • Bendigo and Adelaide Bank

      May 2024 - now
      Business Direct Lender

  • Licenses & Certifications