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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advice intelligence (a.i) - Goals-based advice technology
May 2020
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Present
Head of Onboarding
CCUBE Integrated Wealth
Apr 2017
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Apr 2020
Training Coordinator
Recreo Financial Technologies
Nov 2015
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Apr 2017
Senior Account Manager
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