Michelle Bock Email
Director - Senior Wealth Adviser @ JBWere
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Michelle Bock Location
- Sydney, NSW, AU
Michelle Bock Work
- 2025 -now Director - Senior Wealth Adviser @
- 2022 -2025 Strategic Wealth Adviser @
- 2017 -2022 Business Associate - Strategic Wealth Advice @
- 2013 -2017 Senior Analyst - Strategic Wealth Advice @
- 2007 -2013 Analyst - Strategic Wealth - Goldman Sachs JBWere @
- 2006 -2007 Accountant @ Barloworld Motor Australia
- 2005 -2006 Costing and Accounts Officer @ Bentley Sydney
- 2001 -2006 Junior Accountant (Part-time) @ Moncorp Business Solutions
Michelle Bock Education
- Financial Planning Association of Australia
Certified Financial Planner (CFP)
2010-2013 - Kaplan Professional
Advanced Diploma of Financial Services (Finance)
2009-2010 - Pinnacle Financial Services
Diploma of Financial Services (Finance)
2008-2009 - Western Sydney University
B Business (International Business) (Business)
2005-2008
Michelle Bock Skills
- Wealth Management
- Strategic Financial Planning
- Equities
- Financial Modeling
- Asset Allocation
- Portfolio Management
- Financial Risk
- Financial Analysis
- Fixed Income
- Asset Managment
- Risk Management
- Investments
- Trading
- Investment Strategies
- Banking
- Finance
- Financial Planning
- Asset Management
Michelle Bock Summary
- Michelle Bock, based in Sydney, NSW, AU, is currently a Director - Senior Wealth Adviser at JBWere. Michelle Bock brings experience from previous roles at JBWere. Michelle Bock holds a 2010 - 2013 Certified Financial Planner (CFP) @ Financial Planning Association of Australia. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Equities, Financial Modeling, Asset Allocation and more. Michelle Bock has 1 emails on RocketReach.
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Top JBWere Employees
Randall March
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Kim Pham
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Cameron Laird
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Andrew Penman
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Melbourne, VIC, AU
Chris Karapalidis
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Amity Mellers
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Peter Purcell
Investment Adviser (Director)
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Steve Mater
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Kane Doyle
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Brisbane, QLD, AU
Deon Cavarra
Director, Investment Adviser
Melbourne, VIC, AU
Alexandra Campbell
Chief Investment Officer - JBWere and NAB Private Wealth
Melbourne, VIC, AU
Patrick Albert
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Melbourne, VIC, AU
Aidan Kerr
Head of Australian Equities
Sydney, NSW, AU
Daniel Tour
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Melbourne, VIC, AU
Nicholas Evans
Executive Director
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