Helen Levy's Location
Sydney, NSW, AU
Helen Levy's Work
- Property Strategist @ Rethink Investing
- Business Review - Advice Compliance @ NAB
Helen Levy's Education
- Kaplan Professional Education
Diploma (Financial Planning)
2012 - 2013 - Baikal National University of Economics and Law
Bachelor's degree (Economics)
1997 - 2002 - Charles Sturt University
Master's degree (Accounting and Finance)
2009
Helen Levy's Skills
- Superannuation
- Wealth Management
- Strategic Financial Planning
- Investments
- Wealth
- Financial Services
- Wealth Accumulation
- Financial Advisory
- Retirement Planning
- Financial Reporting
Helen Levy's Summary
Helen Levy, based in Sydney, NSW, AU, is currently a Property Strategist at Rethink Investing Pty Ltd, bringing experience from previous roles at National Australia Bank. Helen Levy holds a 2012 - 2013 Diploma in Financial Planning @ Kaplan Professional Education. With a robust skill set that includes Superannuation, Wealth Management, Strategic Financial Planning, Investments, Wealth and more, Helen Levy contributes valuable insights to the industry. Helen Levy has 1 email on RocketReach.
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