Steve Kallona Email & Phone Number
Head of Compliance Operations @ Sequoia Financial Group
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Steve Kallona Location
- Melbourne, VIC, AU
Steve Kallona Work
- 2023 -now Head of Compliance Operations @
- 2022 -2023 Senior Manager, Advice Compliance @
- 2020 -2022 Manager, Advice Compliance @
- 2018 -2020 Senior Compliance Consultant @
- 2010 -2018 Financial Adviser @
- 2004 -2010 Financial Adviser @ AMP
Steve Kallona Education
- Kaplan Australia
Self Managed Superannuation Funds (Financial Planning and Services)
2017-2017 - Kaplan Australia
Margin Lending (Financial Planning and Services)
2010-2010
Steve Kallona Skills
- Auditing
- Consulting
- Regulatory Compliance
- Portfolio Management
- Retirement Planning
- Wealth Management
- Financial Advisory
- Banking
- Retail Banking
- Private Banking
- Wealth
- Investments
- Investment Advisory
- Financial Services
- Financial Planning
- Strategic Financial Planning
- Relationship Management
- Superannuation
- Wealth Management Services
Steve Kallona Summary
- Steve Kallona, based in Melbourne, VIC, AU, is currently a Head of Compliance Operations at Sequoia Financial Group. Steve Kallona brings experience from previous roles at InterPrac Financial Planning Pty Ltd, KPMG Australia and Westpac. Steve Kallona holds a 2017 - 2017 Self Managed Superannuation Funds in Financial Planning and Services @ Kaplan Australia. With a robust skill set that includes Auditing, Consulting, Regulatory Compliance, Portfolio Management, Retirement Planning and more. Steve Kallona has 1 emails and 2 mobile phone numbers on RocketReach.
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Steve Kallona
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