William Ge Email
Forensic Accounting Specialist @ Commonwealth Bank
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William Ge Location
- Sydney, NSW, AU
William Ge Work
- 2023 -now Forensic Accounting Specialist @
- 2023 -2023 Remediation Calculation Specialist and Compensation Analyst @
- 2022 -2023 Senior Advice Remediation Manager @
- 2020 -2022 Advice Remediation Manager @
- 2015 -2020 Senior Paraplanner @
- 2010 -2015 Senior Paraplanner @
- 2007 -2010 Paraplanner @
William Ge Education
- Kaplan Professional
Margin Lending Accreditation
2016-2016 - Kaplan Professional
Self-Managed Superannuation Fund Accreditation
2010-2011 - Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2009-2010 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2008-2009 - University of Sydney
Master of Commerce (Accounting & Commercial Law)
2005-2007
William Ge Skills
- Wealth Management
- Risk Management
- Retirement Planning
- Estate Planning
- Social Security
- Tax Preparation
- Wealth
- Financial Planning
- Superannuation
- Pensions
- Investments
- Finance
- Portfolio Management
- Mutual Funds
- Insurance
- Financial Advisory
- SMSF
- Financial Services
- Investment Advisory
- Retirement
- Investment Strategies
- Income Protection
- Wealth Accumulation
- Asset Allocation
- Asset Management
- Gearing
- Xplan
- Drawdown
- Paraplanning
- Australian Equities
William Ge Summary
- William Ge, based in Sydney, NSW, AU, is currently a Forensic Accounting Specialist at Commonwealth Bank. William Ge brings experience from previous roles at AMP. William Ge holds a 2016 - 2016 Margin Lending Accreditation @ Kaplan Professional. With a robust skill set that includes Wealth Management, Risk Management, Retirement Planning, Estate Planning, Social Security and more. William Ge has 2 emails on RocketReach.
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