Jeff Everett Location
Sydney, NSW, AU
Jeff Everett Work
- 2019 - now Head of Advice Operations @ Centrepoint Alliance
- 2019 - 2019 Head of New Offer Delivery @ Centrepoint Alliance
- 2018 - 2019 Head of Customer Experience @ Centrepoint Alliance
- 2017 - 2018 Head of Advice Services @ Centrepoint Alliance
- 2015 - 2018 Advice Development Manager @ Centrepoint Alliance
- 2012 - 2015 Advice and Compliance Manager @ Treysta Wealth Management Pty Ltd
- 2006 - 2012 Practice Manager @ Insight Financial Services
- 2002 - 2006 Paraplanner and Client Services @ Wise Financial Services Pty Ltd
- 1999 - 2002 Adviser Services and Redemptions @ TOWER Australia
Jeff Everett Education
- Macquarie University
Bachelor of Commerce (B.Com.) (Accounting)
1996 - 1999 - Kaplan
ADFS FP
Jeff Everett Skills
- Wealth Management
- Financial Services
- Financial Advisory
- Financial Planning
- Practice Management
- Communication
- Investments
- Strategic Financial Planning
- Time Management
- Performance Management
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 1996 - 1999 Bachelor of Commerce (B.Com.) in Accounting @ Macquarie University. With a robust skill set that includes Wealth Management, Financial Services, Financial Advisory, Financial Planning, Practice Management and more. Jeff Everett has 1 emails on RocketReach.
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Top Centrepoint Alliance Employees
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15
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John Cowan
Chief Financial Officer at Centrepoint Alliance
Sydney, NSW, AU35 -
Sona Araujo
Group Financial Controller at Centrepoint Alliance
Sydney, NSW, AU11 -
Cameron Cogle
Management Consultant at Centrepoint Alliance
Sydney, NSW, AU1 -
Matthew Huntington
Executive People and Capability at Centrepoint Alliance
Melbourne, VIC, AU1 -
Arvind Ramachandran
Financial Controller at Centrepoint Alliance
Sydney, NSW, AU2 -
Peter Rollason
Non Executive Director at Centrepoint Alliance
Sydney, NSW, AU4 -
Rick Nelson
Chairman at Centrepoint Alliance
Brisbane City, QLD, AU2 -
13
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11
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Tara Foulkes
Group Executive Risk and Compliance at Centrepoint Alliance
Brisbane City, QLD, AU35+ -
Paul Cullen
Group Executive Advice at Centrepoint Alliance
Sydney, NSW, AU21 -
David Reynolds
Regional Manager at Centrepoint Alliance
Melbourne, VIC, AU21 -
Jeff Everett
Head of Advice Operations at Centrepoint Alliance
Sydney, NSW, AU1 -
Eoin McDonnell
Head of Digital Applications and Architecture | Technology at Centrepoint Alliance
Brisbane, Queensland, Australia22
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