Agnes Euguinia Email
Associate Adviser @ Pivot Wealth
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Agnes Euguinia Location
- Sydney, NSW, AU
Agnes Euguinia Work
- Associate Adviser @ (January 2026 - Present)
- Client Service Assistant @ (September 2023 - December 2025)
- Case Manager (Wealth Remediation) @ NAB (September 2022 - September 2023)
- Accounts Office Assistant @ (September 2019 - January 2023)
Agnes Euguinia Education
- TAFE NSW
Bachelor of Commerce - BCom (Financial Planning and Services)
2019-2022
Agnes Euguinia Skills
- Account Reconciliation
- Accounting
- Attention to Detail
- Case Management
- Customer Relationship Management (CRM)
- Office Administration
- Remediation
- Reporting & Analysis
- Retirement Planning
- Salesforce
- Superannuation
- Xero
Agnes Euguinia Summary
- Agnes Euguinia, based in Sydney, NSW, AU, is currently a Associate Adviser at Pivot Wealth. Agnes Euguinia brings experience from previous roles at MUFG Pension & Market Services, NAB and Alliance Climate Control. Agnes Euguinia holds a 2019 - 2022 Bachelor of Commerce - BCom in Financial Planning and Services @ TAFE NSW. With a robust skill set that includes Account Reconciliation, Accounting, Attention to Detail, Case Management, Customer Relationship Management (CRM) and more. Agnes Euguinia has 1 emails on RocketReach.
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