Farrell Platt Email & Phone Number
Head of Client Experience @ MiQ Private Wealth
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Farrell Platt Location
- Brisbane, QLD, AU
Farrell Platt Work
- Head of Client Experience @ (August 2023 - Present)
- Consultant @ (January 2022 - July 2023)
- National Exam Manager @ FASEA (November 2020 - December 2021)
- Head of Private Wealth @ (February 2020 - August 2020)
- Responsible Manager (AFSL) @ (February 2016 - April 2019)
- Head of Financial Planning @ (December 2015 - April 2019)
- National Manager Client Services @ (September 2014 - March 2015)
- Advice Manager @ (May 2013 - March 2014)
- Sales Performance Coach @ (February 2010 - May 2013)
- Fund Optimisation Manager @ ING Asia Pacific (June 2008 - October 2009)
- Business Development Manager @ ING Australia (April 2004 - June 2008)
Farrell Platt Education
- Australian Institute of Business
Master of Business Administration - MBA
2017-2020 - APMG - International
Certified Change Management Practitioner (Change Management)
2011-2015 - Servite College 2011-2013
- Institute of Executive Coaching and Leadership
Diploma (Executive Coaching)
2011-2013 - Kaplan Australia
Diploma Financial Services (Financial Planning) (Financial Planning)
2004-2007
Farrell Platt Skills
- Strategy
- Financial Services
- Business Development
- Relationship Management
- Management
- CRM
- Investment Management
- Asset Management
- Negotiation
- Portfolio Management
- Investments
- Sales
- Account Management
- Leadership
- Risk Management
- Wealth Management
- Insurance
- Training
- Wealth
- Product Management
- New Business Development
- Banking
- Strategic Financial Planning
- Financial Planning
- Mutual Funds
- Sales Management
- Coaching
- Change Management
- Business Relationship Management
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Marketing
- JavaScript
- Project Management
- Superannuation
- Business Analysis
- Customer Relationship Management
Farrell Platt Summary
- Farrell Platt, based in Brisbane, QLD, AU, is currently a Head of Client Experience at MiQ Private Wealth. Farrell Platt brings experience from previous roles at FPCCConsulting, FASEA, Clime Investment Management Limited and Local Government Super. Farrell Platt holds a 2017 - 2020 Master of Business Administration - MBA @ Australian Institute of Business. With a robust skill set that includes Strategy, Financial Services, Business Development, Relationship Management, Management and more. Farrell Platt has 1 emails and 3 mobile phone numbers on RocketReach.
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