BH

Brandon H.

Adviser Success Manager

Brandon H. has a diverse background in customer service, financial planning, and operations management. With significant experience at Village Cinemas Australia as a Team Leader, Brandon effectively allocated tasks, analyzed KPIs, and enhanced customer feedback processes. In financial services, Brandon has held roles such as Senior Client Services Associate at Morgans Financial Limited and Client Services Associate at Vanguard, demonstrating expertise in paraplanning and client engagement. Brandon also served as an Adviser Success Manager at Fundment and has been active in various consulting roles, including a position at PwC Australia focusing on tax compliance. Educational qualifications include a Bachelor of Business in Banking and Finance from Monash University and a Graduate Diploma of Financial Planning. Brandon's commitment to continuous learning is reflected in the attainment of certifications and internships in relevant fields.

Location

United Kingdom

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