Jerry Lin Email
Senior Financial Advisor @ Acumen Wealth Management
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Jerry Lin Location
- Perth, WA, AU
Jerry Lin Work
- 2025 -now Senior Financial Advisor @
- 2024 -2025 Senior Financial Adviser @
- 2019 -2024 Senior Financial Planner @
- 2016 -2019 Senior Financial Adviser @
- 2013 -2015 Financial Adviser @
- 2012 -2012 Personal Banker @
- 2012 -2012 Client Relationship Manager @
- 2007 -2012 Relationship Manager @ Computershare Investor Services
Jerry Lin Education
- Kaplan Professional
Graduate Diploma (Financial Planning)
- Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
- Kaplan Professional
Diploma of Financial Services (Financial Planning)
- Australian Institute of Management
(Diploma of Management)
- Edith Cowan University
Bachelor of Science (B.Sc.)
- Scotch College, Perth
Jerry Lin Skills
- Financial Services
- CRM
- Investments
- Risk Management
- Relationship Management
- Management
- Financial Planning
- Retirement Planning
- Business Development
Jerry Lin Summary
- Jerry Lin, based in Perth, WA, AU, is currently a Senior Financial Advisor at Acumen Wealth Management. Jerry Lin brings experience from previous roles at Investment and Financial Partners Pty Ltd, Forrest Private Wealth, BT Financial Advice and Bankwest. Jerry Lin holds a Graduate Diploma in Financial Planning @ Kaplan Professional. With a robust skill set that includes Financial Services, CRM, Investments, Risk Management, Relationship Management and more. Jerry Lin has 1 emails on RocketReach.
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Top Acumen Wealth Management Employees
Cameron McLean
Financial Advisor
Perth, WA, AU
Peter Holland
Owner
Perth, WA, AU
Kara Taylor
Administration
Perth, WA, AU
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