Claudia Angel Email

Financial Advisor @ Core Wealth Advisors Pty Ltd

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Claudia Angel's Location

Brisbane, Queensland, Australia

Claudia Angel's Work

Financial Advisor @ Core Wealth Advisors Pty Ltd
Client Services Manager @ Core Advisor Group
Paraplanner @ YouFirst Financial Inc.

Client Services Officer @ INVESTORWISE FINANCIAL
Client Services Officer @ Core Advisor Group
Administrative Officer @ Electoral Commission of Queensland
Travel Coordinator @ Heat and Control Inc.
Commercial Assistant @ GE Transportation, a Wabtec company
Admin Manager @ Premium Finance
Client Services Officer @ Premium Finance Services

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Claudia Angel's Education

Kaplan Professional
Master (Financial Planning and Services)
2018 - 2020
Central Queensland University
Masters Degree in Professional Accounting (Accounting)
2009 - 2012
RG 146 Training Australia
Tiers 1 and 4 Diploma in Financial Services (Financial Planning and Services)
2009 - 2009

Viva College
Certificate II in Business (Business/Commerce, General)
2008 - 2009
UPTC
Tecnologa en Obras Civiles (Civil Engineering Technology/Technician)
2000 - 2004
CPA
CPA
2013

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Claudia Angel's Skills

Customer Service
Microsoft Office
Tax

Microsoft Excel
Accounting
Cash Management
Banking
Account Reconciliation
Payroll
Insurance

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Claudia Angel's Summary

Claudia Angel, based in Brisbane, Queensland, Australia, is currently a Financial Advisor at Core Wealth Advisors Pty Ltd, bringing experience from previous roles at Core Advisor Group, YouFirst Financial and InvestorWise Financial. Claudia Angel holds a 2018 - 2020 Master in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Customer Service, Microsoft Office, Tax, Microsoft Excel, Accounting and more, Claudia Angel contributes valuable insights to the industry. Claudia Angel has 1 email on RocketReach.