Kim Taylor

Sydney, New South Wales

Kim Taylor in Sydney, New South Wales works at advice intelligence (a.i) - Goals-based advice technology (Head of Onboarding) and was educated at Deakin University.

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Jobs

advice intelligence (a.i) - Goals-based advice technology May 2020 - Present
Head of Onboarding

CCUBE Integrated Wealth Apr 2017 - Apr 2020
Training Coordinator

Recreo Financial Technologies Nov 2015 - Apr 2017
Senior Account Manager

Education

Deakin University  
Advanced Diploma of Financial Planning. Financial Planning

FPA  
Kaplan ongoing education. Fianncial Industry compliance study

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AT ADVICE INTELLIGENCE (A.I) - GOALS-BASED ADVICE TECHNOLOGY