Rosanna Lee's Location
Sydney, NSW, AU
Rosanna Lee's Work
- Head Of New Business @ Certe
- New Business and Client Services Administrator @ Certe
- Fund Administrator and client services @ Fiducian Financial Services
- Financial Planner Assistant @ BT Financial Group
- Senior Superannuation Fund Administrator @ AMP
- Business Adherence Specialist- Superannuation @ Australian Administration Services
- Senior Claims Specialists- Superannuation @ Australian Administration Services
Rosanna Lee's Education
- Kaplan Professional
Diploma in Financial Planning (Finance and Superannuation, Distinction)
2017 - 2018 - Australian Institute of superannuation Trust
RG 146 (Superannuation)
2010 - 2011 - Meadowbank Tafe College
Diploma (Business Administration and Management, Distinction)
Rosanna Lee's Skills
- Strategic Financial Planning
- Data Analysis
- Investment Strategies
- Superannuation
- Investments
- Business Analysis
- Financial Risk
- Risk Management
- Software Documentation
- Pensions
Rosanna Lee's Summary
Rosanna Lee, based in Sydney, NSW, AU, is currently a Head Of New Business at Certe, bringing experience from previous roles at Certe Wealth Protection, Fiducian Portfolio Services, Fiducian Superannuation Services, BT Financial Group and AMP. Rosanna Lee holds a 2017 - 2018 Diploma in Financial Planning in Finance and Superannuation, Distinction @ Kaplan Professional. With a robust skill set that includes Strategic Financial Planning, Data Analysis, Investment Strategies, Superannuation, Investments and more, Rosanna Lee contributes valuable insights to the industry. Rosanna Lee has 3 emails on RocketReach.
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