Lonnie Weeks Email & Phone Number
Financial Planner @ Fiducian Financial Services
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Lonnie Weeks Location
- Hobart, TAS, AU
Lonnie Weeks Work
- 2019 -now Financial Planner @
- 2015 -2019 Financial Planner @
- 2015 -2015 Financial Advisor @ Enlightened Financial Solutions
- 2014 -2015 Financial Planner @ Darwin Financial Services AMP
- 2011 -2014 Advanced Financial Planner @
- 2007 -2011 Planner assistant @ Westpac Hobart
Lonnie Weeks Education
- Kaplan Professional
Grad Dip Financial Planning (Financial Planning and Services)
2020-2022 - Kaplan Professional
(AdvFS(FP))
Lonnie Weeks Skills
- Retail Banking
- Investment Advisory
- Risk Management
- Portfolio Management
- Wealth Management
- Mortgage Lending
- Wealth
- Public Speaking
- Project Planning
- Relationship Management
- Project Management
- Strategic Planning
- Business Relationship Management
- PowerPoint
- Income Protection
- Loans
- Event Planning
- Financial Planning
- Investments
- Retirement Planning
- Financial Services
- Superannuation
- Credit
- Commercial Banking
- Strategic Financial Planning
- Banking
- Financial Analysis
- Financial Risk
Lonnie Weeks Summary
- Lonnie Weeks, based in Hobart, TAS, AU, is currently a Financial Planner at Fiducian Financial Services. Lonnie Weeks brings experience from previous roles at MyState Wealth Management, Enlightened Financial Solutions, Darwin Financial Services AMP and Westpac. Lonnie Weeks holds a 2020 - 2022 Grad Dip Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Retail Banking, Investment Advisory, Risk Management, Portfolio Management, Wealth Management and more. Lonnie Weeks has 1 emails and 1 mobile phone numbers on RocketReach.
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