Lori Chappel Email & Phone Number
Partner, Head of Advice Operations @ Stanford Brown
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lori Chappel Location
- Sydney, NSW, AU
Lori Chappel Work
- 2021 -now Partner, Head of Advice Operations @
- 2018 -2021 Manager- Platforms Engagement and Retention @
- 2016 -2018 Performance and Risk Assurance Coach - Advice, BT Financial Group @
- 2007 -2016 Partnership- Financial Adviser, Westpac Private Bank @
- 2006 -2007 Westpac Branch Financial Adviser @
- 2004 -2006 Client Services Manager @ SalesReps Australia
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.
Looking for a different Lori Chappel?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co