Graduate Diploma in Managment (Business Administration and Management, General)
2018-2019
AIM Education & Training
Graduate Certificate in Management (Business Administration and Management, General)
2015-2017
Curtin University of Technology
Graduate Certificate (Small Business Management)
2009-2011
Financial Planning Association
Certified Financial Planner (Financial Planning and Services)
2004-2006
Curtin University of Technology
Bachelor of Commerce (Financial Planning)
2000-2003
Bree Stevens Skills
Debt Management
Investments
Wealth
Financial Services
Wealth Management
Social Listening
Microsoft Excel
Life Insurance
Investment Advisory
Superannuation
Financial Advisory
Financial Planning
Marketing
Income Protection
Project Management
Insurance
Leadership
SMSF
Wealth Accumulation
Estate Planning
Retirement
Strategic Financial Planning
Retirement Planning
Financial Planners
Pensions
Investment Strategies
Term Life Insurance
Bree Stevens Summary
Bree Stevens, based in Perth, WA, AU, is currently a General Manager at Blueprint Wealth. Bree Stevens brings experience from previous roles at Blueprint Planning. Bree Stevens holds a 2018 - 2019 Master of Business Administration (M.B.A.) @ Australian Institute of Management. With a robust skill set that includes Debt Management, Investments, Wealth, Financial Services, Wealth Management and more. Bree Stevens has 1 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.