Christopher Tao Email

Advice Associate @ Kidmans Partners ■ Accountants & Advisors

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Christopher Tao Location

Melbourne, VIC, AU

Christopher Tao Work

2025 - now Advice Associate @ Kidmans Partners ■ Accountants & Advisors
2024 - 2025 Paraplanner @ Kidmans Partners ■ Accountants & Advisors
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2023 - 2024 Private Wealth Associate @ Annex Wealth

2022 - 2023 Advice Associate @ AIA Financial Wellbeing
2020 - 2021 Associate Advisor @ Viridian Financial Group
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2019 - 2020 Senior Paraplanner @ Viridian Financial Group
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2016 - 2019 Paraplanner and Analyst @ BG Private (formerly Banks Group)
2015 - 2016 Senior Paraplanner @ Oak Group Holdings
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2013 - 2015 Paraplanner @ Oak Group Holdings
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2013 - 2013 Intern @ Oak Group Holdings

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Christopher Tao Education

Kaplan Professional
Diploma of Financial Planning, Financial Planning and Services
2016
Monash University
Bachelor of Business, Accounting, Banking and Finance (Accounting, Banking and Finance)
2008 - 2011
College du Saint Esprit
High School, GCSE, GCE Advanced Level (GCSE, GCE Advanced Level)
2000 - 2008

Kaplan Professional

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Christopher Tao Skills

Investment Research
Superannuation
Investments

Microsoft Excel
Term Life Insurance
Aged Care
Network Administration
Finance
Personal Insurance
Retirement Planning

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Christopher Tao Summary

Christopher Tao, based in Melbourne, VIC, AU, is currently a Advice Associate at Kidmans Partners ■ Accountants & Advisors. Christopher Tao brings experience from previous roles at Kidmans Partners ■ Accountants & Advisors, Annex Wealth, AIA Financial Wellbeing and Viridian Advisory. Christopher Tao holds a Diploma of Financial Planning, Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Investment Research, Superannuation, Investments, Microsoft Excel, Term Life Insurance and more. Christopher Tao has 1 emails on RocketReach.

Christopher Tao Emails

Found 1 emails

@kidmanspartners.com.au

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