Simon Carter's Location
Perth, WA, AU
Simon Carter's Work
- Financial Planner @ Provident Financial Services
- Financial Planner @ ANZ
- Business Development Associate @ CommInsure
- Client Services @ Provident Financial Services
- Assistant Client Manager @ Anne Street Partners Financial Services Pty Ltd
Simon Carter's Education
- Mentor education
Advanced Diploma of Financial Planning (Financial Planning and Services)
2016 - 2016 - Edith Cowan University
Bachelor of Business (Finance & Marketing)
2007 - 2011 - Lake Joondalup Baptist College
Year 12 Graduate
2001 - 2005
- Kaplan Professional
Diploma of Financial Planning (RG 146)
Simon Carter's Skills
- Security
- SAS
- Portfolio Management
- Microsoft Office
- Strategic Financial Planning
- Microsoft Excel
- Negotiation
- Customer Service
- Asset Allocation
- Investment Advisory
Simon Carter's Summary
Simon Carter, based in Perth, WA, AU, is currently a Financial Planner at Provident Financial Services, bringing experience from previous roles at ANZ, CommInsure, Provident Financial Services Limited and WPS Financial Group. Simon Carter holds a 2016 - 2016 Advanced Diploma of Financial Planning in Financial Planning and Services @ Mentor education. With a robust skill set that includes Security, SAS, Portfolio Management, Microsoft Office, Strategic Financial Planning and more, Simon Carter contributes valuable insights to the industry. Simon Carter has 2 emails on RocketReach.
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