Paul Tsakmakis is a seasoned professional in wealth management and client relationship management, currently serving as a Senior Relationship Manager at Equity Trustees since July 2014. In this role, Paul oversees a diverse portfolio of clients, including wholesale investors, private clients, charitable trusts, and endowment funds, focusing on relationship building and revenue generation. Prior experience includes serving as a Relationship Manager at ANZ, where Paul managed client service and portfolio administration, and as a Trusts & Estates Manager at The Trust Company, where Paul's responsibilities included the administration of deceased estates and personal trusts. Paul holds a Diploma of Financial Planning from Kaplan Professional and a Bachelor's Degree in Business with a focus on Management and Marketing from Victoria University.
Sign up to view 0 direct reports
Get started
This person is not in any teams