Tamim Marial

Senior Adviser - Wealth Management @Findex

Sydney, AU
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2024 — Present

Senior Adviser - Wealth Management @Findex

Sydney, AU

EDUCATION

2021 — 2021

Aged Care Steps

Accredited Aged Care Professional

2016 — 2018

Financial Planning Assocation

Certificate of Financial Planning

2014 — 2014

Kaplan

Self-Managed Super Fund Program

2012 — 2013

Kaplan

Diploma of FInancial Planning

2008 — 2011

University of western sydney

Bachelor of business and commerce

SKILLS

Insurance AdviceMicrosoft WordTeam LeadershipPowerpointMicrosoft ExcelMarketingManagementFinanceTime ManagementCashieringContributions AdviceInsurance AdviceTeamworkBankingDefined Benefits (Super)Defined Benefits (Super)Business StrategySuperannuationInterpersonal SkillFinancial AnalysisStrategyInsuranceContributions AdviceTrainingCustomer SatisfactionLeadershipMarketing StrategyManagerial SkillsMicrosoft OfficeSalesScaled AdviceSocial MediaInvestmentsTelephone SkillsCustomer Service

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