Lori Chappel Email & Phone Number
Partner, Head of Advice Operations @ Stanford Brown
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Lori Chappel Location
- Sydney, NSW, AU
Lori Chappel Work
- Partner, Head of Advice Operations @ (February 2021 - Present)
- Manager- Platforms Engagement and Retention @ (January 2018 - February 2021)
- Performance and Risk Assurance Coach - Advice, BT Financial Group @ (February 2016 - January 2018)
- Partnership- Financial Adviser, Westpac Private Bank @ (December 2007 - January 2016)
- Westpac Branch Financial Adviser @ (September 2006 - December 2007)
- Client Services Manager @ SalesReps Australia (January 2004 - January 2006)
Lori Chappel Education
- Kaplan
Advanced Diploma (Financial Planning)
- University of Sydney
Bachelor of Science (BSc) (Psychology)
- University of Sydney
Masters Degree (Human Resource Management and Industrial Relations)
Lori Chappel Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Pensions
- Insurance
- Retirement Planning
- Account Management
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Superannuation
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Life Insurance
- Sales Management
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Wealth
- Personal Financial Planning
- Coaching
- Private Banking
- Marketing Strategy
- Funding
- Retirement
- Sales Coaching
- Project Delivery
- Investment Management
- Financial Markets
- Stakeholder Management
- Business Relationship Management
Lori Chappel Summary
- Lori Chappel, based in Sydney, NSW, AU, is currently a Partner, Head of Advice Operations at Stanford Brown. Lori Chappel brings experience from previous roles at BT and Westpac. Lori Chappel holds a Advanced Diploma in Financial Planning @ Kaplan. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Financial Planners and more. Lori Chappel has 2 emails and 1 mobile phone numbers on RocketReach.
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