Stephen Poole Email & Phone Number

Director Managed Accounts @ Trellia Wealth Partners

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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 @ InvestSense Pty Ltd
2020 - 2022 Principal Consultant @ SPA Business Consulting

2022 - 2022 Investor Engagement @ Quanta Investment Funds
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2021 - 2022 Chief Executive Officer @ Swell Asset
2021 - 2022 Head of Distribution @ Swell Asset
2020 - 2022 Consultant @ AFSL Consultancies
2020 - 2021 Financial Services Consultant @ onPlatinum ICT
2017 - 2020 General Manager - Meritum Financial Group @ NAB
2016 - 2016 Manager - Business Growth NAB Wealth and MLC Advice Partnerships @ NAB

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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

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Stephen Poole Skills

Sales Management
Business Planning
Strategic Planning

Management
Business Relationship Management
Financial Services
Wealth Management
Financial Advisory
Coaching
Financial Planners

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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.

Stephen Poole Emails

Found 1 emails

@investsense.com.au

Stephen Poole Phone Numbers

Found 1 phone numbers

+61 411 511XXXX

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Stephen Poole

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Director Of Global Product Development at Nu Skin Enterprises

Provo, UT, US
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