Glen Sumner Email & Phone Number
Private Wealth Adviser @ Fitzpatricks Financial Group
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Glen Sumner Location
- Perth, WA, AU
Glen Sumner Work
- 2020 -now Private Wealth Adviser @
- 2005 -2020 Commonwealth Private | Private Wealth Manager - Strategic Advice @
- 2004 -2006 Commonwealth Private | Private Wealth Manager - Associate @
- 2002 -2004 Commonwealth Private | Private Banker - Associate @
- 2000 -2002 CBFC Accounting Examiner @
- 1999 -2000 Commercial Conveyancing Officer @
- 1997 -1999 Personal Loan Examiner @
- 1995 -1997 Home Loan Examiner @
Glen Sumner Education
- RMIT University
Bachelor of Business (Financial Planning)
2012-2020 - Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)
2012-2012 - Deakin University
Diploma of Financial Planning
2002-2004 - Deakin University
Foundation DFP
2001-2002 - Central Institute of Technology
Certificate II of Information Technology
1993-1996 - Hale School
(Primary and Secondary Education)
1987-1992
Glen Sumner Skills
- Business Strategy
- Portfolio Management
- Risk Management
- Change Management
- Wealth Management
- Investments
- Superannuation
- Retirement Planning
- Strategic Planning
- Strategic Financial Planning
- Banking
- Wealth
- Income Protection
- Private Banking
- Financial Services
- Financial Advisory
- Strategy
- Investment Strategies
- Financial Planning
- Relationship Management
- Public Speaking
- Sales
- Microsoft Word
- Credit
- Customer Service
Glen Sumner Summary
- Glen Sumner, based in Perth, WA, AU, is currently a Private Wealth Adviser at Fitzpatricks Advice Partners. Glen Sumner brings experience from previous roles at Commonwealth Bank. Glen Sumner holds a 2012 - 2020 Bachelor of Business in Financial Planning @ RMIT University. With a robust skill set that includes Business Strategy, Portfolio Management, Risk Management, Change Management, Wealth Management and more. Glen Sumner has 2 emails and 1 mobile phone numbers on RocketReach.
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