Evan Poole Email
General Manager - Advice Licensee Services @ Australian Retirement Trust
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Evan Poole Location
- Brisbane, QLD, AU
Evan Poole Work
- 2024 -now General Manager - Advice Licensee Services @
- 2024 -2025 Head of Practice Management @
- 2022 -2024 Senior Manager, Advice Best Practice @
- 2008 -2023 Manager, Advice Operations @
Evan Poole Education
- Open Door Coaching
Certificate 4 in Workplace and Business Coaching
2014 - Financial Planning Association (Australia)
Certified Financial Planner (CFP)
2011 - The Pensions Management Institute
Retirement Principles Certificate: UK Pensions Certificate
2005 - Macquarie University
Diploma of Superannuation Management
2003 - University of Queensland
Bachelor of Arts – Psychology & Philosophy (BA)
1996 - Deakin University
(Diploma of Financial Planner (DFP))
Evan Poole Skills
- Leadership
- Team Leader
- Stakeholder Management
- Pensions
- Presenter
- Business Relationship Management
- Retirement Planning
- Financial Planning
- Super
- Superannuation
- Financial Risk
- Relationship Management
- Team Leadership
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Investment Strategies
- Customer Service
- Project Planning
- Pension Funds
- Business Process Improvement
- Management
- Cfp Financial Planner
- Planner
- Planners
- Retirement
Evan Poole Summary
- Evan Poole, based in Brisbane, QLD, AU, is currently a General Manager - Advice Licensee Services at Australian Retirement Trust. Evan Poole brings experience from previous roles at Australian Retirement Trust and Sunsuper. Evan Poole holds a Certificate 4 in Workplace and Business Coaching @ Open Door Coaching. With a robust skill set that includes Leadership, Team Leader, Stakeholder Management, Pensions, Presenter and more. Evan Poole has 3 emails on RocketReach.
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