Allison Dunn Email & Phone Number
National Manager - Relationships and Customer Care @ Centric Wealth
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Allison Dunn Location
- Gold Coast, QLD, AU
Allison Dunn Work
- 2025 -now National Manager - Relationships and Customer Care @
- 2024 -2025 National Relationship Manager @
- 2023 -2024 Regional Client Service Manager @
- 2021 -2023 Team Lead-Super Admin @
- 2018 -2021 Client Services Manager @ Insight Financial Advisers
- 2017 -2017 Manager - Relationship Management @
- 2016 -2017 Relationship Manager @
- 2010 -2016 Team Leader-Client Service @
- 2008 -2010 Senior Account Manager @
- 2007 -2008 Account Manager @
- 2004 -2007 Recruitment Consultant and Account Manager @
- 1998 -2003 Various roles within back and middle office @
Allison Dunn Education
- Kaplan Education
Diploma of Financial Services (Financial Planning)
2010-2011 - Pathfinder
Allison Dunn Skills
- Leadership
- Team Building
- Banking
- Retirement Planning
- Account Management
- Financial Planning
- Customer Retention
- Networking
- Business Analysis
- Relationship Management
- Strategic Planning
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Risk Management
- Asset Management
- Marketing
- Microsoft Excel
- Employee Training
- Management
- Staff Development
- Coaching
- Investment Banking
- Recruiting
Allison Dunn Summary
- Allison Dunn, based in Gold Coast, QLD, AU, is currently a National Manager - Relationships and Customer Care at Centric. Allison Dunn brings experience from previous roles at Centric, Findex, HUB24 Limited and Insight Financial Advisers. Allison Dunn holds a 2010 - 2011 Diploma of Financial Services (Financial Planning) @ Kaplan Education. With a robust skill set that includes Leadership, Team Building, Banking, Retirement Planning, Account Management and more. Allison Dunn has 1 emails on RocketReach.
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