Jeevan Kaur Email
Private Wealth Adviser @ Boutique Advisers Private Wealth
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Jeevan Kaur Location
- Perth, WA, AU
Jeevan Kaur Work
- Private Wealth Adviser @ (November 2024 - Present)
- Committee Member @ (July 2025 - Present)
- Financial Planner @ (July 2022 - April 2024)
- Client Manager - Financial Planning @ (May 2019 - July 2022)
- Client Consultant - Financial Planning @ (July 2018 - May 2019)
- Assistant Financial Planner and Paraplanner @ AR Wealth and Finance (December 2017 - July 2018)
- Assistant Financial Planner | Admin @ (August 2014 - November 2017)
- Co-Director of events @ International Students Committee, Curtin University (July 2014 - November 2014)
- Student Mentor @ Curtin Leadership Centre (March 2014 - November 2014)
- Assistant Accountant @ Accounts7 (April 2012 - October 2012)
Jeevan Kaur Education
- Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2019-2020 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2017-2018 - Curtin University
Bachelor of Commerce (B.Com.) (Accounting and Finance)
2013-2015 - Kaplan Professional
Master's degree (Financial Planning)
Jeevan Kaur Summary
- Jeevan Kaur, based in Perth, WA, AU, is currently a Private Wealth Adviser at Boutique Advisers Private Wealth. Jeevan Kaur brings experience from previous roles at YWSBA Young Western Suburbs Business Association and Fiducian Financial Services. Jeevan Kaur holds a 2019 - 2020 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. Jeevan Kaur has 1 emails on RocketReach.
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