Jose Perez in Sydney works at HSBC Retail Banking and Wealth Management (Quality Assurance Manager - Remediation) and was educated at Financial Planning Association of Australia.
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HSBC Retail Banking and Wealth Management
Mar 2017 - Present
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Present
Quality Assurance Manager - Remediation
National Australia Bank
Dec 2015 - Feb 20171 year 3 months
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Remediation Consultant
Habitus Asset Management
Oct 2011 - Nov 2015
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Financial Planner
Financial Planning Association of Australia
CFP Certification Program. CFP 1-4
Financial Services Institute of Australia
Graduate Diploma of Financial Planning
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AT HSBC RETAIL BANKING AND WEALTH MANAGEMENT