Financial Planner | Wealth And Risk Advisor | Superannuation And Retirement Planning L Financial Adviser@ Lewealth Financial Services
Melbourne, Victoria, Australia
Derrick Quach
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FlashIntel GPTDerrick Quach is a highly experienced Financial Planner with 17.7 years of work experience. He has a strong background in banking, retail banking, commercial banking, and private banking. Currently, he works at COMMONWEALTH FINANCIAL PLANNING LIMITED in Melbourne, Australia. Derrick has a proven track record in portfolio management, consumer lending, and wealth management. He is skilled in strategic financial planning, customer service, and long-term customer relationships. Derrick has previously worked at Commonwealth Bank and National Australia Bank, gaining valuable experience in the financial services industry.
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About
Financial Planner at COMMONWEALTH FINANCIAL PLANNING LIMITED
Work Experience
Financial Planner | Wealth And Risk Advisor | Superannuation And Retirement Planning L Financial Adviser
Investment Management
Derrick Quach's Professional Milestones
- Servicing Planner (2012-12-01~2015-08-01): Optimized supply chain operations for increased efficiency and reduced costs.
- Financial Planner (2015-08-01~): Developed and implemented financial strategies to optimize profitability and drive sustainable growth.
Skill
Banking
Retail Banking
Commercial Banking
Private Banking
Portfolio Management
Consumer Lending
Loans
Wealth Management
Financial Services
Credit
Mortgage Lending
Risk Management
Fixed Income
Investments
Cross Selling
Strategic Financial Planning
Customer Service
Customer Satisfaction
Customer Engagement
Long Term Customer Relationships
Wealth
Superannuation
Retirement Planning
Wealth Management Services
Financial Planning
Certification
Other Named Derrick Quach
Derrick Quach
Pilot
Derrick Quach
Derrick Quach
financial planner l wealth and risk advisor l superannuation and retirement planning l financial adviser
Derrick Quach
Staff Accountant | International Corporate Tax
Derrick Quach
A graduate of York University with a Bachelor of Science with Honours in Biology
Frequently asked questions
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Derrick Quach works for Lewealth Financial Services
Derrick Quach's role in Lewealth Financial Services is Financial Planner | Wealth And Risk Advisor | Superannuation And Retirement Planning L Financial Adviser
Derrick Quach works in the industry of Investment Management
Derrick Quach's latest job experience is Financial Planner | Wealth And Risk Advisor | Superannuation And Retirement Planning L Financial Adviser at Lewealth Financial Services
