Lily Cao Email
Business Development Manager @ Nextplan Financial Pty Ltd
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Lily Cao Location
- Melbourne, VIC, AU
Lily Cao Work
- 2023 - now Business Development Manager @
- 2020 - 2023 Head of Advice Technology @
- 2017 - 2020 Advice Professional Coach - Wealth Management Advice @
- 2016 - 2017 Practice Technology Consultant - Wealth Management @
- 2013 - 2016 Technology Training Consultant - Wealth Management Advice @
- 2008 - 2013 System Analyst @
- 2007 - 2008 Snr Paraplanner @ St Andrews
Lily Cao Education
- Deakin University
Dip FP (Financial Planning and Services)
2000 - 2003
Lily Cao Skills
- Portfolio Management
- Investment Strategies
- Banking
- Relationship Management
- Investments
- Stakeholder Management
- Pensions
- Insurance
- Strategy
- Financial Services
- Wealth Management
- Sales
Lily Cao Summary
- Lily Cao, based in Melbourne, VIC, AU, is currently a Business Development Manager at Nextplan Financial Pty Ltd. Lily Cao brings experience from previous roles at Synchronised Business Services Pty Ltd and Commonwealth Bank. Lily Cao holds a 2000 - 2003 Dip FP in Financial Planning and Services @ Deakin University. With a robust skill set that includes Portfolio Management, Investment Strategies, Banking, Relationship Management, Investments and more. Lily Cao has 1 emails on RocketReach.
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