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Yvonne Sim Location
Melbourne, VIC, AU
Yvonne Sim Work
Advisor @ (July 2026 - Present)
Investment Advisor @ (June 2023 - August 2025)
Vice President @ (February 2016 - February 2023)
Senior Private Wealth Manager @ (April 2012 - January 2016)
Private Wealth Associate @ (August 2009 - April 2012)
Private Wealth Assistant @ (January 2007 - August 2009)
Customer Service Consultant @ (May 2005 - January 2007)
Yvonne Sim Education
Queensland University of Technology
Bachelor of Arts (B.A.) (Human Resource Management)
2000-2004
Yvonne Sim Skills
Banking
Bonds
Capital Markets
Commercial Banking
Consumer Lending
Credit
Credit Analysis
Credit Cards
Credit Risk
Cross Selling
Derivatives
Equities
FX Options
Investment Banking
Investments
Loans
Private Banking
Relationship Management
Retail Banking
Small Business Lending
Structured Products
Wealth Management
Wealth Management Services
Leadership
Strategy
Customer Service
Finance
Yvonne Sim Summary
Yvonne Sim, based in Melbourne, VIC, AU, is currently a Advisor at Linara Group. Yvonne Sim brings experience from previous roles at LGT Crestone Wealth Management Limited, Credit Suisse and ANZ. Yvonne Sim holds a 2000 - 2004 Bachelor of Arts (B.A.) in Human Resource Management @ Queensland University of Technology. With a robust skill set that includes Banking, Bonds, Capital Markets, Commercial Banking, Consumer Lending and more. Yvonne Sim has 1 emails on RocketReach.
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