Financial Planner @ NAB (January 2015 - September 2020)
Technical Specialist and Retirement Options Specialist and Associate Adviser @ (July 2007 - October 2014)
Office Co-ordinator @ Beat Home Loans (September 2006 - July 2007)
Sales Consultant @ (January 2005 - August 2006)
Rex Rozario Education
Kaplan Professional 2016-2018
Kaplan Professional
(Finance)
2015-2016
(Management)
2011
Mercy College 1995-1999
Rex Rozario Skills
Superannuation
Customer Service
Business Process Improvement
Investment Strategies
Policy
Project Delivery
Pensions
Management
Phone Skills
Direct Sales
Customer Relations
Team Leadership
Financial Planning
Retirement
Wealth Management
Financial Services
Finance
Investments
Insurance
Retirement Planning
Rex Rozario Summary
Rex Rozario, based in Perth, WA, AU, is currently a Financial Advisor at Profusion Planning. Rex Rozario brings experience from previous roles at Mal Dobson & Associates, MLC Advice, NAB and GESB. Rex Rozario holds a 2016 - 2018 Kaplan Professional. With a robust skill set that includes Superannuation, Customer Service, Business Process Improvement, Investment Strategies, Policy and more. Rex Rozario has 2 emails on RocketReach.
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