Sharon Gee Email & Phone Number
Senior Client Service Manager @ MGD
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Sharon Gee Location
- Brisbane, QLD, AU
Sharon Gee Work
- Senior Client Service Manager @ (January 2025 - Present)
- Client Services – Systems Coordinator @ (April 2022 - January 2025)
- Practice Manager @ (September 2020 - March 2022)
- Practice Manager @ (April 2018 - September 2020)
- Practice Manager @ (July 2016 - March 2018)
- Client Services Manager @ (September 2005 - June 2016)
- Senior Funds Administrator @ (January 2001 - December 2005)
- Senior Funds Administrator @ (January 2001 - January 2005)
- Administration Officer @ Queensland State Ombudsman (January 1997 - January 2001)
- Administration Officer @ Queensland State Ombudsman (January 1997 - December 2001)
- Administration Assistant @ (December 1995 - January 1997)
- Printery Assistant @ (December 1995 - January 1996)
Sharon Gee Education
- Australian & New Zealand Institute of Insurance & Finance
Diploma of Financial Services (partially complete)
2003-2003 - TAFE NSW
Cert IV (Graphic Design)
2000-2000 - The University of Queensland
Arts/Law (partially complete)
1996-1998 - Mueller College
Senior Certificate
Sharon Gee Skills
- Cash
- Policy
- Financial Planning
- Finance
- Workflow Diagrams
- Wealth Management
- Retirement Planning
- Social Media
- Financial Advisory
- Banking
- Public Speaking
- Visio
- Microsoft Visio
- Microsoft Word
- Retirement
- Government
- Customer Service
- Database Administration
- Activity Diagrams
- Investment Strategies
- Microsoft Office
- Microsoft Excel
- Life Insurance
- Asset Management
- Financial Services
- Office Administration
- Microsoft Office 2007
- Financial Planners
- Superannuation
- Mutual Funds
- Leadership
- Graphic Design
Sharon Gee Summary
- Sharon Gee, based in Brisbane, QLD, AU, is currently a Senior Client Service Manager at MGD Wealth. Sharon Gee brings experience from previous roles at MGD, Ridgeman Bennett McLeod Pty Ltd, Ridgeman Private Wealth Pty Ltd and Fitzpatricks Private Wealth. Sharon Gee holds a 2003 - 2003 Diploma of Financial Services (partially complete) @ Australian & New Zealand Institute of Insurance & Finance. With a robust skill set that includes Cash, Policy, Financial Planning, Finance, Workflow Diagrams and more. Sharon Gee has 3 emails and 1 mobile phone numbers on RocketReach.
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