Shona MacLeod in Cootharaba, Queensland works at Infocus Money Management (Senior Financial Planning Assistant) and was educated at Kaplan Australia.
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Infocus Money Management
June 2011
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July 2015
Senior Financial Planning Assistant
Foundation Wealth Advisers (Genesys Wealth)
2007
-
2010
Client Services Manager / Para planner / Office Manager
Financial Synergy
2002
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2007
Fund Administrator
Kaplan Australia
2020
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2020
Certificate IV in Finance and Mortgage Broking
Kaplan Australia
2015
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2016
Advanced Diploma of Financial Planning. Financial Planning and Services. 5-7 completed
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