Manager Adviser Tools and Efficiency @ (July 2017 - April 2022)
Financial Planning Systems Developer @ (September 2014 - June 2017)
Practice Manager @ Link Financial Services (January 2014 - August 2014)
Xplan Systems Administrator @ Quadrant Super (April 2012 - January 2014)
Manager Business Administration - Bendigo Financial Planning @ (November 2008 - April 2012)
Advisory Services @ (January 2008 - January 2008)
Administration Manager @ WHK (January 2005 - January 2008)
Practice Manager @ Wynne and Associates (January 2003 - January 2005)
Amy Callaghan Education
Swinburne University of Technology
Bachelor of Business (Finance)
2001-2002
Kaplan
Diploma of Financial Services (Financial Planning)
Swinburne University of Technology
Advanced Diploma of Accounting (Accounting)
Amy Callaghan Skills
Financial Services
Training
Business Relationship Management
Instructional Manuals
System Administration
Statistical Reporting
Investments
Financial Advisory
Project Management
Management
Streamlining Work Processes
Microsoft Excel
Business Analysis
Wealth Management
JavaScript
Financial Analysis
Financial Risk
Portfolio Management
Strategic Financial Planning
Financial Planning
Change Management
Relationship Management
Project Planning
Project Delivery
Xplan
Training Delivery
Healthcare
Mentoring of Staff
Finance
Team Management
Amy Callaghan Summary
Amy Callaghan, based in Melbourne, VIC, AU, is currently a Advice Technology Specialist at Cbus Super Fund. Amy Callaghan brings experience from previous roles at Industry Fund Services, Link Financial Services and Quadrant Super. Amy Callaghan holds a 2001 - 2002 Bachelor of Business in Finance @ Swinburne University of Technology. With a robust skill set that includes Financial Services, Training, Business Relationship Management, Instructional Manuals, System Administration and more. Amy Callaghan has 2 emails on RocketReach.
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