Stephen Poole Email & Phone Number
Director Managed Accounts
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Stephen Poole Location
- Brisbane, QLD, AU
Stephen Poole Work
- 2025 -now Director Managed Accounts @ Trellia Wealth Partners
- 2022 -now Distribution Executive @
- 2020 -2022 Principal Consultant @
- 2022 -2022 Investor Engagement @
- 2021 -2022 Chief Executive Officer @
- 2021 -2022 Head of Distribution @
- 2020 -2022 Consultant @ AFSL Consultancies
- 2020 -2021 Financial Services Consultant @
- 2017 -2020 General Manager - Meritum Financial Group @
- 2016 -2016 Manager - Business Growth NAB Wealth and MLC Advice Partnerships @
- 2014 -2016 Chief Executive Officer @ Keystone Partnerships
- 2009 -2014 General Manager - Centrepoint Alliance and Professional Investment Services @
- 2008 -2009 General Manager - Advice @
- 1998 -2008 Various Executive Leadership Professional Investment Services @
Stephen Poole Education
- Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2011-2011 - FINSIA
Diploma of Financial Markets (Financial)
- Australian Institute of Company Directors
Company Director’s Course
- Deakin University
Graduate Diploma of Financial Planning (near completion)
2020
Stephen Poole Skills
- Sales Management
- Business Planning
- Strategic Planning
- Management
- Business Relationship Management
- Financial Services
- Wealth Management
- Financial Advisory
- Coaching
- Financial Planners
- Wealth
- Superannuation
- Strategic Financial Planning
- Investment Strategies
- Retirement Planning
- Investments
- Investment Advisory
- Insurance
- Succession Planning
- Income Protection
- Pensions
- Portfolio Management
- Estate Planning
- Retirement
- Asset Management
- Risk Management
- SMSF
- Financial Risk
- Relationship Management
- Business Development
- Wealth Accumulation
- Small Business
- Asset Allocation
- Life Insurance
- Strategy
- Financial Planning
- Business Analysis
- Sales
- Business Relationship
- Strategic Financial
- Financial Analysis
- Marketing
- Microsoft Office
- Marketing Strategy
Stephen Poole Summary
- Stephen Poole, based in Brisbane, QLD, AU, is currently a Director Managed Accounts at Trellia Wealth Partners. Stephen Poole brings experience from previous roles at InvestSense Pty Ltd, SPA Business Consulting, Quanta Investment Funds and Swell Asset. Stephen Poole holds a 2011 - 2011 Advanced Diploma of Financial Services in Financial Planning @ Kaplan Professional. With a robust skill set that includes Sales Management, Business Planning, Strategic Planning, Management, Business Relationship Management and more. Stephen Poole has 1 emails and 1 mobile phone numbers on RocketReach.
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