Steve Wright Email & Phone Number
Senior Risk and Employee Benefits Adviser @ Certe
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Steve Wright Location
- Sydney, NSW, AU
Steve Wright Work
- Senior Risk and Employee Benefits Adviser @ (July 2021 - Present)
- Consultant - Annual Agreements project team @ (December 2019 - June 2021)
- Quality Assurance - Advice remediation @ (May 2019 - November 2019)
- Adviser and Relationship Manager Corporate Super @ (May 2016 - May 2019)
- Relationship Manager and Financial Planner -Corporate Benefits @ (November 2012 - April 2016)
- Manager, Advice Centre @ (November 2010 - May 2012)
- Senior Financial Planner @ (July 2009 - October 2010)
Steve Wright Education
- Charles Sturt University
Graduate Certificate of Financial Planning
- Deakin University/FPA
Diploma of Financial Planning
- Financial Planning Association of Australia
Certified Financial Planner
Steve Wright Skills
- Retirement Planning
- Wealth Management
- Investments
- Pensions
- Strategic Financial Planning
- Superannuation
- Investment Strategies
- Wealth
- Strategy
- Risk Management
- Relationship Management
- Financial Planning
- Financial Advisory
- Pension Funds
- Certified Financial Planner
- Wealth Management Services
- Income Protection
- Wealth Accumulation
Steve Wright Summary
- Steve Wright, based in Sydney, NSW, AU, is currently a Senior Risk and Employee Benefits Adviser at Certe. Steve Wright brings experience from previous roles at AMP, Big 4 Consultancy Firm, Strictly Super and Centric Wealth. Steve Wright holds a Graduate Certificate of Financial Planning @ Charles Sturt University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Pensions, Strategic Financial Planning and more. Steve Wright has 3 emails on RocketReach.
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