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Amy Callaghan Location
Melbourne, VIC, AU
Amy Callaghan Work
2022 -now Advice Technology Specialist @
2017 -2022 Manager Adviser Tools and Efficiency @
2014 -2017 Financial Planning Systems Developer @
2014 -2014 Practice Manager @ Link Financial Services
2012 -2014 Xplan Systems Administrator @ Quadrant Super
2008 -2012 Manager Business Administration - Bendigo Financial Planning @
2008 -2008 Advisory Services @
2005 -2008 Administration Manager @ WHK
2003 -2005 Practice Manager @ Wynne and Associates
Amy Callaghan Education
Swinburne University of Technology
Bachelor of Business (Finance)
2001-2002
Kaplan
Diploma of Financial Services (Financial Planning)
Swinburne University of Technology
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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