WebWithin Commonwealth Financial Planning I managed financial planners to ensure quality advice outcomes for new and existing customers. I was … WebCommonwealth Bank. Aug 2024 - Present3 years 8 months. Sydney, New South Wales, Australia. • Manage my own case assessment project to ensure relevant deadlines were met. • Assess Customer’s files to determine the appropriateness of the Advice and any remediation required by applying relevant guidelines.
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