Jaklyn Stephan Email & Phone Number
Financial Strategist @ Nestworth
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Jaklyn Stephan Location
- Australia
Jaklyn Stephan Work
- Financial Strategist @ (January 2021 - Present)
- Manager of Business Operations and Associate Adviser @ (June 2012 - January 2021)
- Adviser Services Consultant @ (November 2011 - May 2012)
- Junior Business Analyst and Project Support Officer @ The Department of Education (February 2010 - July 2011)
Jaklyn Stephan Education
- Kaplan
Graduate Diploma of Financial Planning (Financial Planning and Services)
2023-2025 - Kaplan
Margin Lending Specialist
- FASEA Standards Authority
FASEA Exam
- Monarch Institute
Diploma of Financial Planning (Financial Planning and Services)
- Griffith University
Bachelor of Psychological Science (Psychology)
Jaklyn Stephan Skills
- Microsoft Office
- Trim
- SAP
- Alloc8
- BPMN 2.0
- IRESS
- Pulse
- Administration
- Policy
- Government
- System Administration
- BPMN
- Recruiting
- Management
- CRM
- Finance
- Customer Service
- Time Management
- Business Analysis
- Microsoft Excel
- Banking
Jaklyn Stephan Summary
- Jaklyn Stephan, based in Australia, is currently a Financial Strategist at Nestworth. Jaklyn Stephan brings experience from previous roles at Robertson Group Australia, Macquarie Group and The Department of Education. Jaklyn Stephan holds a 2023 - 2025 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan. With a robust skill set that includes Microsoft Office, Trim, SAP, Alloc8, BPMN 2.0 and more. Jaklyn Stephan has 2 emails and 1 mobile phone numbers on RocketReach.
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