Jeff Wain Email & Phone Number
Principal and Responsible Manager @ APW Partners | Australian Private Wealth | Your trusted wealth advisers
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Jeff Wain Location
- Melbourne, VIC, AU
Jeff Wain Work
- 2012 -now Principal and Responsible Manager @
- 2006 -now Director and Principal Wealth Adviser @
Jeff Wain Education
- CFP 2001
- ASCPA & Securities Institute
Graduate Diploma Advanced Financial Planning
1998 - Monash University
Post Graduate Diploma Tax Law, Federal & State Tax Law (Federal & State Tax Law)
1987-1988 - Monash University
BEc, Economics, Accounting, Business Finance, Law (Economics, Accounting, Business Finance, Law)
1980-1982
Jeff Wain Skills
- Wealth Management
- Mutual Funds
- Project Management
- Business Analysis
- Financial Analysis
- Risk Management
- Change Management
- Banking
- Strategic Planning
- Microsoft Excel
- Microsoft Office
- Investments
- Business Strategy
- SQL
- Process Improvement
- Financial Modeling
- Customer Service
- Portfolio Management
- Strategic Financial Planning
- Insurance
Jeff Wain Summary
- Jeff Wain, based in Melbourne, VIC, AU, is currently a Principal and Responsible Manager at APW Partners. Jeff Wain brings experience from previous roles at Melbourne Private Wealth Pty Ltd. Jeff Wain holds a CFP. With a robust skill set that includes Wealth Management, Mutual Funds, Project Management, Business Analysis, Financial Analysis and more. Jeff Wain has 2 emails on RocketReach.
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