Eric Bao Email & Phone Number
Executive Home Finance Manager @ Westpac
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Eric Bao Location
- Sydney, NSW, AU
Eric Bao Work
- 2022 -now Executive Home Finance Manager @
- 2021 -2022 Home Finance Manager @
- 2020 -2021 Financial Advice Analyst | Case Manager @
- 2020 -2020 Consultant @
- 2019 -2020 Senior Financial Advisor, Private Advisory @ INFUSION360
- 2017 -2019 Senior Financial Adviser, Private Advisory @
- 2015 -2017 Financial Planner, Private Advisory @
- 2014 -2015 Advanced Financial Planner @
- 2013 -2014 Financial Planner @
- 2011 -2013 Business Banker @
- 2009 -2011 Personal Banker @
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 2 emails and 1 mobile phone numbers on RocketReach.
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