paraplanner at finsec partners pty ltd@ FinSec Partners Pty Ltd
Adelaide, South Australia, Australia
Nicola Carman
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Tell me more about Nicola Carman?
FlashIntel GPTNicola Carman is a highly experienced Para Planner with 12.2 years of work experience. She specializes in estate planning, portfolio management, financial modeling, and strategic financial planning. Nicola holds a diploma in financial planning and investment strategies. Currently, she works at Poynter Hargraves in Adelaide, South Australia. Previously, she worked at FinSec Partners Pty Ltd and Poynter Hargraves Financial Consultants, gaining valuable expertise in investment and wealth management.
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About
Para Planner at Poynter Hargraves
Work Experience
paraplanner at finsec partners pty ltd
Paraplanner
Financial Services
Nicola Carman's Professional Milestones
- Paraplanner (2019-03-01~): Mastering advanced paraplaning techniques ensuring accuracy and efficiency at all times.
- Para Planner (2011-07-01~2019-03-01): Implementing comprehensive para planner services to optimize the company's operations and client satisfaction.
Skill
Estate Planning
Portfolio Management
Financial Modeling
Strategic Financial Planning
Investment Strategies
Diploma Of Financial Planning
Investments
Pensions
Retirement
Financial Analysis
Insurance
Financial Services
Retirement Planning
Wealth Management
Certification
Colleagues
Daniel Zacharjak
Administration Manager
Werner Swart
Advice Operations Team Manager
Denise Henly
business operations manager partner
Kate Morgan
office manager at pathways to recovery
Rohan Reid
manager of advice & compliance at finsec partners
Other Named Nicola Carman
Frequently asked questions
We found 2 Nicola Carman's email addresses
We found 1 Nicola Carman's phone numbers
Nicola Carman's social media include: Linkedin,
Nicola Carman works for FinSec Partners Pty Ltd
Nicola Carman's role in FinSec Partners Pty Ltd is paraplanner at finsec partners pty ltd
Nicola Carman works in the industry of Financial Services
Nicola Carman's colleagues are Daniel Zacharjak,Werner Swart,Denise Henly
Nicola Carman's latest job experience is paraplanner at finsec partners pty ltd at FinSec Partners Pty Ltd
