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
- Macquarie University
Bachelor of Commerce (B.Com.) (Accounting)
1996 - 1999 - Kaplan
ADFS FP
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 1996 - 1999 Bachelor of Commerce (B.Com.) in Accounting @ Macquarie University. 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
Henry Cai
Head of Advice Technology
Sydney, NSW, AU
Lorraine Meier
Accounts Payable
Brisbane City, QLD, AU
Jeff Everett
Head of Advice Operations
Sydney, NSW, AU
Lea Dimovski
Marketing and Events Manager
Sydney, NSW, AU
Linda Markwell
Head of Human Resources
Gold Coast, QLD, AU
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