Charis Tepoot Email
Financial Planner @ Walker Lane
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Charis Tepoot Location
- Sydney, NSW, AU
Charis Tepoot Work
- Financial Planner @ (September 2026 - Present)
- Associate Financial Adviser @ (June 2025 - September 2026)
- Senior Associate Adviser @ (March 2018 - August 2024)
- Paraplanner - Perpetual Private @ (May 2017 - January 2018)
- Paraplanner - HNW Wealth Management @ (March 2016 - November 2016)
- Citigold Service Relationship Manager @ (January 2011 - January 2016)
Charis Tepoot Education
- Kaplan Professional
Master of Financial Planning
2021 - Kaplan Professional
Graduate Diploma of Financial Planning
2020 - Kaplan Professional
Advanced Diploma in Financial Planning
2016 - Kaplan Professional
Diploma in Financial Planning
2016 - Kaplan Professional
RG 146 Foreign Exchange Compliant
Charis Tepoot Skills
- Banking
- Business Development
- Cross Selling
- Finance
- Financial Markets
- Financial Services
- Investments
- Management
- Negotiation
- Portfolio Management
- Relationship Management
- Retail Banking
- Sales
- Securities
- Trading
Charis Tepoot Summary
- Charis Tepoot, based in Sydney, NSW, AU, is currently a Financial Planner at Walker Lane. Charis Tepoot brings experience from previous roles at Walker Lane, Cooee, Perpetual Limited and Citibank. Charis Tepoot holds a Master of Financial Planning @ Kaplan Professional. With a robust skill set that includes Banking, Business Development, Cross Selling, Finance, Financial Markets and more. Charis Tepoot has 1 emails on RocketReach.
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