Jeff Everett Email & Phone Number
Head of Advice Operations @ Centrepoint Alliance
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Jeff Everett Location
- Sydney, NSW, AU
Jeff Everett Work
- Head of Advice Operations @ (August 2019 - Present)
- Head of New Offer Delivery @ (February 2019 - August 2019)
- Head of Customer Experience @ (October 2018 - August 2019)
- Head of Advice Services @ (September 2017 - September 2018)
- Advice Development Manager @ (November 2015 - September 2018)
- Advice and Compliance Manager @ (January 2012 - October 2015)
- Practice Manager @ Insight Financial Services Pty Ltd (May 2006 - January 2012)
- Paraplanner and Client Services @ Wise Financial Services Pty Ltd (May 2002 - May 2006)
- Adviser Services and Redemptions @ TOWER Australia (January 1999 - May 2002)
Jeff Everett Education
- Kaplan
ADFS FP
2012 - Macquarie University
Bachelor of Commerce (B.Com.) (Accounting)
1996-1999
Jeff Everett Skills
- Project Management
- Scrum
- Practice Management
- Time Management
- Communication
- Performance Management
- KPI implementation
- Ad Hoc Reporting
- Paraplanning
- Xplan
- Investments
- Financial Services
- Superannuation
- Wealth
- Pensions
- Wealth Management
- Financial Advisory
- Income Protection
- Insurance
- Strategic Financial Planning
- Stakeholder Management
- Retirement Planning
- Financial Planning
- Wealth Management Services
Jeff Everett Summary
- Jeff Everett, based in Sydney, NSW, AU, is currently a Head of Advice Operations at Centrepoint Alliance. Jeff Everett brings experience from previous roles at Centrepoint Alliance. Jeff Everett holds a ADFS FP @ Kaplan. With a robust skill set that includes Project Management, Scrum, Practice Management, Time Management, Communication and more. Jeff Everett has 2 emails on RocketReach.
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Top Centrepoint Alliance Employees
John Shuttleworth
Chief Executive Officer
Sydney, NSW, AU
Judite Lay
Head of Governance and Operations
Sydney, NSW, AU
Patrick Jackson
Group Executive, Investment Solutions
Sydney, NSW, AU
Tara Foulkes
Group Executive Risk and Compliance
Brisbane City, QLD, AU
Francis Rigby
Group Executive Financial Planning
Brisbane City, QLD, AU
Daniel Stojanovski
Chief Investment Officer
Sydney, NSW, AU
Sona Araujo
Group Financial Controller
Sydney, NSW, AU
Gamza Gierdien
Adviser Revenue Services Manager
Sydney, NSW, AU
Henry Cai
Head of Advice Technology
Sydney, NSW, AU
Jeff Everett
Head of Advice Operations
Sydney, NSW, AU
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