Felicity Thomas Email & Phone Number
Podcast Host @ Talk Money To Me
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Felicity Thomas Location
- Sydney, NSW, AU
Felicity Thomas Work
- Podcast Host @ (August 2021 - Present)
- Senior Private Wealth Adviser @ (October 2020 - Present)
- Private Wealth Adviser @ (June 2017 - September 2020)
- Advanced Financial Adviser @ (June 2013 - June 2017)
- Superannuation and Investment Specialist @ (July 2012 - June 2013)
- Sales Consultant @ (August 2010 - July 2012)
- Sales Consultant @ (August 2009 - August 2010)
- Temp Assistant to General Manager @ (January 2008 - August 2008)
Felicity Thomas Education
- Kaplan Australia
Master of Financial Planning (Master Financial Planning)
2013-2015 - Kaplan Professional
Masters of Financial Planning (Financial Planning and Services)
2013-2015 - Kaplan Australia
Graduate Diploma Applied Finance
2013-2014 - Kaplan Higher Education
Graduate Diploma of Financial Planning (Graduate Diploma Financial Planning)
2013-2013 - University of Technology, Sydney
Bachelor's degree (Property Economics)
2009-2012 - Wenona School
High school certificate (High School Equivalence Certificate Program)
1999-2007
Felicity Thomas Skills
- Account Management
- Business Planning
- CRM
- Cash Flow
- Charitable Trusts
- Client Liaison
- Cross-functional Team Leadership
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- DCF Valuation
- FX Hedging
- FX trading
- Family Office
- Finance
- Financial Planning
- Financial Services
- Foreign Exchange
- Funding
- International Investment
- Investing
- Investment
- Investment Advisory Services
- Investment Management
- Investments
- Leadership
- Management
- Negotiation
- Philanthropy
- Portfolio Management
- Property
- Property Tax
- Property Taxation
- Property Trusts and Funds
- Public Ancillary Funds
- Real Estate
- Real Estate License
- Relationship Management
- Risk Management
- Sales
- Sales Process
- Selling
- Stock Management
- Team Building
- Telecommunications
- Time Management
- Trade Finance
- Valuation
- Wealth Management
- Wealth Management Services
- Real Estate Sales License
- Customer Relationship Management Crm
- Edge
- Cross Functional Team Leadership
- Recruitment Advertising
- Customer Relationship Management
Felicity Thomas Summary
- Felicity Thomas, based in Sydney, NSW, AU, is currently a Podcast Host at Talk Money To Me. Felicity Thomas brings experience from previous roles at Shaw and Partners Limited, Ord Minnett and BT. Felicity Thomas holds a 2013 - 2015 Master of Financial Planning in Master Financial Planning @ Kaplan Australia. With a robust skill set that includes Account Management, Business Planning, CRM, Cash Flow, Charitable Trusts and more. Felicity Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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