Jacqui Chase Email
Team Leader - Financial Advice Vic and SA @ Mercer Australia
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Jacqui Chase Location
- Melbourne, VIC, AU
Jacqui Chase Work
- Team Leader - Financial Advice Vic and SA @ (March 2021 - Present)
- Practice Principal | Certified Financial Planner @ (December 1999 - August 2020)
- Practice Development Manager @ (January 1997 - January 1999)
- Business Development Manager @ (January 1992 - January 1997)
- Superannuation Supervisor @ (June 1986 - June 1992)
Jacqui Chase Education
- Griffith University
Master of Financial Planning
2020-2024 - Griffith University
Graduate Certificate (Financial Planning and Services)
2020-2020 - Deakin University
Advanced Diploma Financial Planning (Financial Planning and Services)
1995-1997
Jacqui Chase Skills
- Estate Planning
- Financial Advisory
- Client Relations
- Pensions
- Cash Flow
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Modeling
- Superannuation
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Strategy
- Financial Services
- Equities
- Wealth Management
- Life Insurance
- SMSF
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Microsoft Excel
- Risk Management
- Financial Analysis
- Wealth
- Business Strategy
- Management
- Financial Reporting
- Retirement
- Loans
- Development of Strategy
Jacqui Chase Summary
- Jacqui Chase, based in Melbourne, VIC, AU, is currently a Team Leader - Financial Advice Vic and SA at Mercer Australia. Jacqui Chase brings experience from previous roles at Alpha Financial Group and AXA / National Mutual. Jacqui Chase holds a 2020 - 2024 Master of Financial Planning @ Griffith University. With a robust skill set that includes Estate Planning, Financial Advisory, Client Relations, Pensions, Cash Flow and more. Jacqui Chase has 2 emails on RocketReach.
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