Eric Bao Location
Sydney, NSW, AU
Eric Bao Work
- 2022 - now Executive Home Finance Manager @ Westpac
- 2021 - 2022 Home Finance Manager @ Westpac
- 2020 - 2021 Financial Advice Analyst | Case Manager @ Commonwealth Bank
- 2020 - 2020 Consultant @ KPMG Australia
- 2019 - 2020 Senior Financial Advisor, Private Advisory @ INFUSION360
- 2017 - 2019 Senior Financial Adviser, Private Advisory @ BT Financial Group
- 2015 - 2017 Financial Planner, Private Advisory @ ANZ
- 2014 - 2015 Advanced Financial Planner @ BT Financial Group
- 2013 - 2014 Financial Planner @ BT Financial Group
- 2011 - 2013 Business Banker @ Westpac
Eric Bao Education
- Financial Planning Association
Certified Financial Planner, CFP® (Financial Planning)
2015 - 2018 - Kaplan Professional
Derivatives (Personal Advice)
2017 - 2017 - Kaplan Professional
Diploma of Finance and Mortgage Broking Management
2015 - 2015
- Kaplan Professional
Self Managed Super Fund, SMSF
2015 - 2015 - Kaplan Professional
Certificate IV (Finance and Mortgage Broking)
2015 - 2015 - Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2014 - 2014 - Kaplan Professional
Margin Lending Accreditation (Margin Lending)
2012 - 2012 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2012 - 2012 - UNSW Business School
Bachelor of Commerce (B.Com.) (Banking, Corporate, Finance, and Securities Law)
2006 - 2010
Eric Bao Summary
Eric Bao, based in Sydney, NSW, AU, is currently a Executive Home Finance Manager at Westpac. Eric Bao brings experience from previous roles at Westpac, Commonwealth Bank, KPMG Australia and INFUSION360. Eric Bao holds a 2015 - 2018 Certified Financial Planner, CFP® in Financial Planning @ Financial Planning Association. Eric Bao has 3 emails and 1 mobile phone numbers on RocketReach.
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