Saad Ghumman Email
Paraplanner and Client services Officer @ Ally Wealth Management
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Saad Ghumman Location
- Perth, WA, AU
Saad Ghumman Work
- 2022 -now Paraplanner and Client services Officer @
- 2020 -2022 Accountant and Paraplanner @
- 2015 -2022 Team member @
- 2019 -2019 Intern @
Saad Ghumman Education
- Edith Cowan University 2016-2019
Saad Ghumman Skills
- Centrelink Advice
- Aged Care Advice
- Paraplanning
- Customer Service Management
- Financial Planning
- Financial Services
- Financial Modeling
- Regulatory Compliance
- Independent Financial Advice
- Expatriate Tax
- Self Managed Superannuation Funds (SMSF)
- Tax Preparation
- Estate Planning
- Xplan
- AdviserLogic
- Management
- Financial Reporting
- Finance
- Income Tax
- Company Law
Saad Ghumman Summary
- Saad Ghumman, based in Perth, WA, AU, is currently a Paraplanner and Client services Officer at Ally Wealth Management. Saad Ghumman brings experience from previous roles at SFR Advisory Group, Coles and Rottnest Island Authority. Saad Ghumman holds a 2016 - 2019 Edith Cowan University. With a robust skill set that includes Centrelink Advice, Aged Care Advice, Paraplanning, Customer Service Management, Financial Planning and more. Saad Ghumman has 2 emails on RocketReach.
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