Josephine Smith Email
Senior Financial Planner @ Bottrell Wealth
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Josephine Smith Location
- Sydney, NSW, AU
Josephine Smith Work
- 2024 -now Senior Financial Planner @
- 2012 -now Senior Financial Planner @
- 2011 -2012 Senior Financial Adviser and Senior Financial Planner @ Bridgeport Financial Services
- 2009 -2011 Chartered Accountant and Certified Financial Planner and Financial Adviser @ Arc Financial Solutions
- 1999 -2009 Senior Financial Planner and Financial Adviser @
- 2005 -2008 Manager, Parramatta Advisory Team @
- 1993 -1999 National Fund Accounting and Taxation Manager @
- 1984 -1993 Assistant Manager @
Josephine Smith Education
- Deakin University
Diploma of Financial Planning
1997-1999 - Macquarie University
Diploma of Superannuation Management
1993-1997 - Macquarie University
Certificate of Superannuation Management
1992-1992 - Institute of Chartered Accountants
Professional Year, Chartered Accountant
1989-1989 - University of Technology, Sydney
Bachelor of Business (Accounting)
1984-1987
Josephine Smith Skills
- Retirement
- Wealth Management
- Financial Planners
- Strategic Financial Planning
- Pensions
- Financial Planning
- Investments
- Banking
- Wealth Accumulation
- Investment Management
- Succession Planning
- Asset Management
- Managerial Finance
- High Net Worth Individuals
- Insurance
- Training
- Investment Advisory
- Income Protection
- Estate Planning
- Microsoft Office
- Small Business
- Personal Finance
- Defined Benefit
- Cash Flow
- Finance
- Financial Advisory
- Wealth
- Retirement Planning
- Asset Allocation
- Securities
- Tax
- Superannuation
- Financial Services
- Investment Strategies
- SMSF
- Leadership
- Project Management
- Financial Analysis
- Sales
- Microsoft Word
Josephine Smith Summary
- Josephine Smith, based in Sydney, NSW, AU, is currently a Senior Financial Planner at Bottrell Wealth. Josephine Smith brings experience from previous roles at Kingston Financial, Bridgeport Financial Services, Arc Financial Solutions and Mercer. Josephine Smith holds a 1997 - 1999 Diploma of Financial Planning @ Deakin University. With a robust skill set that includes Retirement, Wealth Management, Financial Planners, Strategic Financial Planning, Pensions and more. Josephine Smith has 2 emails on RocketReach.
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Top Bottrell Wealth Employees
Josephine Smith
Senior Financial Planner
Sydney, NSW, AU
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