Julia C Tao（CFP）

Sydney

Julia C Tao（CFP） in Sydney works at Fortnum Private Wealth (Senior Manager, Business optimisation) and was educated at University of Sydney.

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Fortnum Private Wealth May 2019 -
Senior Manager, Business optimisation

ipac Jun 2015 - May 2016
Senior paraplanner/paraplanning team leader (NSW)

AMP Nov 2013 - Jun 2015
Senior Para-planner

University of Sydney   2009 - 2011
Master’s Degree. Master of Commerce (Banking and Finance)

Deakin University   2014 - 2016
CFP Certification Program - completed