Client Service Manager - Paraplanner @ Perks Wealth Management (May 2003 - May 2009)
Sally Lowe Education
University of Adelaide
Bachelor of Music
1994-1994
Flinders St School of Music
Diploma of Music
1991-1993
Kaplan/ Deakin
Advanced Diploma Financial Services
Sally Lowe Skills
Account Reconciliation
Accounting
Business Valuation
Cash Flow Forecasting
Corporate Tax
Estate Planning
Financial Accounting
Financial Planning
Financial Reporting
Income Tax
Investments
Life Insurance
Retirement Planning
Strategic Financial Planning
Strategic Planning
Superannuation
Tax
Wealth
Wealth Management
Sally Lowe Summary
Sally Lowe, based in Adelaide, SA, AU, is currently a Advice and Compliance Manager at Halpin Wealth. Sally Lowe brings experience from previous roles at Perks Wealth Management. Sally Lowe holds a 1994 - 1994 Bachelor of Music @ University of Adelaide. With a robust skill set that includes Account Reconciliation, Accounting, Business Valuation, Cash Flow Forecasting, Corporate Tax and more. Sally Lowe has 1 emails on RocketReach.
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