Rebecca Poynton in Melbourne, Victoria works at JANA Investment Advisers (Senior Client Service Analyst) and was educated at Financial Planning Association (FPA).
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JANA Investment Advisers
May 2008
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May 2016
Senior Client Service Analyst
Positive Financial Solutions
Oct 2001
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Jun 2002
Financial Planning Assistant
Close Wealth Management / Bank of New York / Dresdner Kleinwort Benson
Jul 1999
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Jun 2001
Adviser Assistant / Superannuation administration / Mortgage Underwriting team
Financial Planning Association (FPA)
Aged Care specialist. Aged Care financial advice
Financial Planning Association (FPA)
2016
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2020
CFP designation. Financial Planning. Certified Financial Planner
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AT WARRINGAL FINANCIAL SERVICES