Account Type**** *****Account Owner***** ******Account Opps/Deals****** ****Closed Won • Mar 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Australian Retirement TrustFinancial AdviserMay 24 - PresentTelstrasuperFinancial Advisor - ComprehensiveNov 22- Mar 24Brighter SuperFinancial Adviser - IntrafundApr 22- Dec 22