Simon Carter Email & Phone Number
Financial Planner @ Provident Financial Services
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Simon Carter Location
- Perth, WA, AU
Simon Carter Work
- 2017 -now Financial Planner @
- 2013 -2017 Financial Planner @
- 2012 -2013 Business Development Associate @
- 2011 -2012 Client Services @ Provident Financial Services Limited
- 2010 -2011 Assistant Client Manager @ WPS Financial Group
Simon Carter 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 Skills
- Security
- SAS
- Portfolio Management
- Microsoft Office
- Strategic Financial Planning
- Microsoft Excel
- Negotiation
- Customer Service
- Asset Allocation
- Investment Advisory
- Insurance
- Income Protection
- Wealth
- Retirement Planning
- Wealth Management
- Financial Services
- Financial Planning
Simon Carter Summary
- Simon Carter, based in Perth, WA, AU, is currently a Financial Planner at Provident Financial Services. Simon Carter brings 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 has 1 emails and 1 mobile phone numbers on RocketReach.
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