Terry Ling Email & Phone Number
Senior Client Service Manager @ Brady & Associates Financial Advisers
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Terry Ling Location
- Pymble, NSW, AU
Terry Ling Work
- 2016 -now Senior Client Service Manager @
- 2015 -2016 Associate adviser @
- 2012 -2015 Client Services Manager @
- 2007 -2012 Client Service Offier @
- 2007 -2011 Duty Manager @
- 2004 -2007 Shop Assistant @
Terry Ling Education
- Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2010-2012 - Finsia
Diploma of Financial Planning (Financial Planning and Services)
2006-2010 - University of Technology, Sydney
Bachelor's Degree (Accounting and Finance)
2001-2004
Terry Ling Skills
- Risk Management
- Investment Strategies
- Customer Service
- Financial Advisory
- Portfolio Management
- Business Strategy
- Account Management
- Management
- CRM
- Sales
- Finance
- Relationship Management
- Banking
- Wealth Management
- Financial Planning
- Investments
- Superannuation
- Financial Services
- Model Portfolios
- Portfolio Optimization
- Loan Portfolio Analysis
Terry Ling Summary
- Terry Ling, based in Pymble, NSW, AU, is currently a Senior Client Service Manager at Brady & Associates Financial Advisers. Terry Ling brings experience from previous roles at Brady & Associates Financial Advisers and Coles. Terry Ling holds a 2010 - 2012 Advanced Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Risk Management, Investment Strategies, Customer Service, Financial Advisory, Portfolio Management and more.
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