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JULIE O.

JULIE O.

Followers of JULIE O.553 followers
location of JULIE O.Greater Brisbane Area

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  • Timeline

  • About me

    Senior Associate

  • Education

    • MLC

      2009 - 2011
      Graduate Diploma Financial Planning FNS50804

    • Swinburne University of Technology

      2003 - 2004
      Financial Services Certificate Iv in Financial Services

    • FINSIA

      -
      Professional Banking Fundamentals Career Qualified in Banking

  • Experience

    • National Australia Bank

      Jun 2008 - now

      NAB Private Wealth is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach. I look after the Wealth needs of high net worth individuals through tailoring financial products to suit their needs. I work collaboratively with my clients along with an experienced team of advisers and specialists to develop a personalised holistic wealth management strategy to ensure they always receive the best possible advice and service. Providing a dedicated, full service banking relationship to my clients, where quality consultative conversations enable me to develop and grow my portfolio, I build excellent relationships and network for quality and growth. I am dedicated to assisting my clients understand, grow, protect and effectively transfer their wealth. Show less

      • Consultant, Credit Assessment

        Jun 2015 - now

      • Private Client Manager

        Jun 2008 - Aug 2015

    • Nab

      Jul 2018 - now
      Senior Associate, Credit Risk, Diversified Credit

  • Licenses & Certifications

    • Commissioner for Declarations

  • Volunteer Experience

    • Ardoch Literacy Buddies Program

      Issued by Ardoch Youth Foundation on Jan 2010
      Ardoch Youth FoundationAssociated with JULIE O.

    • Volunteer for Christmas Appeal

      Issued by The Smith Family on Dec 2011
      The Smith FamilyAssociated with JULIE O.

    • iTrack Mentor

      Issued by The Smith Family on May 2012
      The Smith FamilyAssociated with JULIE O.