2019 -
now Director and Chartered Financial Planner @
2024 -
now Chair of Financial Planning Forum @
2012 -
now Committee Member @
2022 -
2025 Chairperson @
2012 -
2022 Membership Coordinator @
2015 -
2019 Chartered Financial Planner and Associate Director @
2018 -
2019 President @ Insurance Institute of Liverpool
2007 -
2015 Partner @
2005 -
2007 Mortgage Adviser @ Schofield Hall Mortgage Brokers
Carly Dunningham Education
Liverpool John Moores University
BA (hons) (Business Studies)
1998
-
2002
Carly Dunningham Summary
Carly Dunningham, based in United Kingdom, is currently a Director and Chartered Financial Planner at Verso Wealth Management. Carly Dunningham brings experience from previous roles at The Chartered Institute for Securities & Investment (The CISI) and Financial Liverpool. Carly Dunningham holds a 1998 - 2002 BA (hons) in Business Studies @ Liverpool John Moores University. Carly Dunningham has 3 emails and 1 mobile phone numbers on RocketReach.
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