2017 - 2020 General Manager - Meritum Financial Group @ NAB
2016 - 2016 Manager - Business Growth NAB Wealth and MLC Advice Partnerships @ NAB
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
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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