Find Unlimited Emails.For Free.

Discover prospects, find their business emails, and build your pipeline with Unifers.

Start for Free

Richie Sorensen

Partner @Findex

Coffs Harbour, AU
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2022 — Present

Partner @Findex

Coffs Harbour, AU

EDUCATION

N/A

Kaplan Australia

Advanced Diploma of Financial Planning

N/A

University of Western Sydney

Bachelor of Commerce

SKILLS

Financial ServicesFinancial AdvisoryInvestment AdvisoryStrategic Financial PlanningInvestment ManagementRisk ManagementInvestment StrategiesInvestmentsAsset AllocationSuperannuationRetirement PlanningRelationship ManagementBusiness DevelopmentWealth ManagementFinancePortfolio Management

ABOUT RICHIE SORENSEN

I love helping clients better reach their financial goals and live a better life, especially the retirement of their dreams. I am passionate about financial advice and providing a service that is both professional, honest and ethical. I strive to work closely with my clients to understand their unique financial situations. My value proposition is I explain the world of investing, strategy and finance in a manner that clients understand, and ultimately feel comfortable with.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.