Jeff Everett Email & Phone Number
Head of Advice Operations @ Centrepoint Alliance
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Jeff Everett Location
- Sydney, NSW, AU
Jeff Everett Work
- 2019 -now Head of Advice Operations @
- 2019 -2019 Head of New Offer Delivery @
- 2018 -2019 Head of Customer Experience @
- 2017 -2018 Head of Advice Services @
- 2015 -2018 Advice Development Manager @
- 2012 -2015 Advice and Compliance Manager @
- 2006 -2012 Practice Manager @ Insight Financial Services Pty Ltd
- 2002 -2006 Paraplanner and Client Services @ Wise Financial Services Pty Ltd
- 1999 -2002 Adviser Services and Redemptions @ TOWER Australia
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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