Verified recordInvestment Management

Ben Dodd

Paraplanner at Evetts And Allman

Based in Mackay, Australia

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Seniority

Staff

Department

Finance & Accounting

Location

Mackay

Industry

Investment Management

Company size

Contact information

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Email

1 credit

b•••••••@evettsandallman.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Ben Dodd

I have been in the Financial Planning industry for 3.5 years, working as a Customer Service Office and Paraplanner. My long term goal is to become a qualified planner. I have experience using both XPlan and Coin financial planning software, both as client management tools and for the preparation of advice documents. I have completed my Advanced Diploma of Financial Planning and am looking to complete further education to grow my knowledge and skills.

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Ben Dodd Email & Phone Number @ Evetts And Allman | Kipplo Discover