head of financial planning at bank first@ Bank First
Greater Melbourne Area
Helen Angelatos
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Monash University
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FlashIntel GPT
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FlashIntel GPTHelen Angelatos is a highly experienced sales leader with 23.9 years of work experience in wealth management and strategic financial planning. Based in Melbourne, Australia, she has a strong background in providing advice and coaching to advice teams within compliance frameworks. Helen is skilled in business planning, resource planning, and quality recruitment. She has a proven track record of building and maintaining strong working relationships with business partners. With her expertise in the financial planning industry, Helen is a valuable asset to any organization.
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About
Sales Leadership with extensive experience leading and developing advice teams within given compliance framework. Demonstrated Advice Management experience with well developed training and coaching skills. Good understanding of business planning, managed resource planning and maintained quality recruitment. Demonstrated experience in building and maintaining strong working relationships with business partners. Strong Financial Planning Industry knowledge and experience which is also supported by CFP and CPA qualifications.
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head of financial planning at bank first
Financial Services
Helen Angelatos's Professional Milestones
- Financial Planning Manager (2000-01-01~2004-01-01): Implemented comprehensive financial strategies, optimizing profitability and maximizing returns.
- Senior Leader Wealth Management Nsw, Act, Vic, Tas, Sa And Wa (2005-01-01~2009-01-01): Expanding financial operations and driving profitability through strategic wealth management initiatives.
Education
Accounting
Skill
Wealth Management
Strategic Financial Planning
Wealth
Financial Services
Superannuation
Financial Planning
Portfolio Management
Financial Advisory
Income Protection
Risk Management
Investments
Finance
Financial Risk
Retirement Planning
Pensions
Banking
Retirement
Investment Strategies
Relationship Management
Asset Allocation
Mortgage Lending
Wealth Accumulation
Investment Advisory
Life Insurance
Credit
Credit Risk
Estate Planning
Insurance
Asset Management
Retail Banking
Personal Finance
Financial Planners
Certified Financial Planner
Loans
Credit Analysis
Equities
Funding
Commercial Banking
Smsf
Investment Management
Financial Markets
Lifestyle Coaching
High Net Worth Individuals
Wealth Management Services
Certification
Colleagues
Bobby Saigal
digital delivery lead scrum product owner business analyst process lead agile project management
Simone Van Veen
Chief Member Officer
Nicky Konstantinou
cfo at bank first
Dirk Ludowyk
chief distribution officer at bankfirst -a passionate leader and developer of high performing teams delivering exceptional customer experiences and strong business outcomes specialising in sales and service
Keith Chinyanda
product owner digital banking at bank first
Other Named Helen Angelatos
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Helen Angelatos works for Bank First
Helen Angelatos's role in Bank First is head of financial planning at bank first
Helen Angelatos works in the industry of Financial Services
Helen Angelatos's colleagues are Bobby Saigal,Simone Van Veen,Nicky Konstantinou
Helen Angelatos's latest job experience is head of financial planning at bank first at Bank First
Helen Angelatos's latest education in Monash University
