Uele Sapolu

Uele Sapolu Email and Phone Number

Client Services @ Prime Financial Group Ltd
australia

Uele Sapolu's Contact Details

Uele Sapolu personal email

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Uele Sapolu's Current Company Details

primefinancial.com.au

Prime Financial Group Ltd

Client Services
australia
Employees:
82
Industry:
Financial Services
I graduated in 2011 with a Bachelors Degree in Business Management, Investment Finance Major, and Economics Minor at the Brigham Young University of Hawaii I completed a Masters Degree in Business Finance at Victoria University in Melbourne, Australia in June 2013 with Distinction and currently I am pursuing a Level 1 - Diploma in Financial Planning with Kaplan Professional Education. After completing a Diploma and Advanced Diploma in Financial Planning, I plan to pursue the Chartered Financial Analyst (CFA) Designations. Specialties: Advanced Microsoft Excel Financial Analysis Modelling, Bloomberg Certification

Uele Sapolu Work Experience

  • primefinancial.com.au
    Client Service Manager And Smsf Administrator
    Maddern Financial Advisers Jul 17 - Dec 18 · 1 yr 5 mos
    Malvern, Victoria, Australia
    * Maintaining the X-Plan database for firms clients. * Providing ongoing support to the Paraplanners and Advisers. * Developing and maintaining strong relationships with clients, and responding to client queries where needed. * Managing client reviews and reports. * Implementation of advice recommendations including the management of Insurance applications, share trading and managed funds. * Liaising with internal and external stakeholders such as accountants and lawyers in order to provide clients with the most optimal service.
  • primefinancial.com.au
    Superannuation Consultant
    First State Super Jul 14 - Oct 14 · 3 mos
    Australia
  • primefinancial.com.au
    Senior Superannuation Consultant
    Link Market Services Jan 15 - Aug 15 · 7 mos
    Australia
  • primefinancial.com.au
    Investor Services
    Computershare Nov 14 - Dec 14 · 1 mo
    Australia
    Medibank Private Initial Public Offering
  • primefinancial.com.au
    Customer Service, Hospitatlity And Entertainer
    Polynesian Cultural Center Jan 09 - 2010 · 1 yr
    Lā‘Ie, Hawaii, United States
    * Employee of the Month at Gateway Restaurant for improving work efficiency. * Performed and entertained 2,000 guests daily with various Polynesian dances and demonstrations
  • primefinancial.com.au
    Multipurpose Tour Guide
    Polynesian Cultural Center Jan 08 - Dec 08 · 11 mos
    Lā‘Ie, Hawaii, United States
    Frequently complemented by foreign tourists from various countries from around the world for outstanding customer service, informative and entertaining tours to groups of 20 tourists per day tour.
  • primefinancial.com.au
    Volunteer Service Representative In Sendai, Japan
    Salt Lake City, Utah, United States
    Trained and supervised up to 50 representatives in both the English and Japanese languages.
  • primefinancial.com.au
    Client Services
    Prime Financial Group Ltd Jan 19 - Present · 6 yrs 2 mos
    Australia
  • primefinancial.com.au
    Under Graduate - Bachelors In Business Management, Investment Finance Major And Economics Minor
    Brigham Young University-Hawaii 2007 - Dec 11 · 4 yrs 11 mos
    Lā‘Ie, Hawaii, United States
    * BLOOMBERG Certification – proficiency in Bloomberg systems usage and application to Financial Markets * Investments * Macroeconomics for Business Decisions * Corporate Finance * Real Estate Finance * Economic Development * Business Finance * Mathematics of Finance * Economic Development * Exposition and Report Writing * Introduction to Managerial Accounting * Strategic Management * Management Information Systems * Money, Banking and Business * Financial Statement Analysis * Operations Management * Financial Analysis Tools * Finance and Accounting Software * Principles of Marketing * Entrepreneurship Practicum * Introduction to Financial Accounting
  • primefinancial.com.au
    Financial Clerk
    Salt Lake City, Utah, United States
    Dealt with confidential financial information, monetary expenses and donations. Responsible for money issues, issuing reimbursement checks and accounting for transactions.
  • primefinancial.com.au
    Motor Body Trimmer
    Multifoam Jul 06 - Dec 06 · 5 mos
    Vehicle body work Motor Body Trimming
  • primefinancial.com.au
    Machine Operator And Process Worker
    Tnt Express Melbourne Australia Jul 06 - Dec 06 · 5 mos
    Sorting and Packaging Scanning and Machine operation
  • primefinancial.com.au
    Machine Operator And Process Worker
    Gillette Stationery Wholesale & Manufacturing Melbourne Australia Dec 03 - Mar 04 · 3 mos
    * Machine operating * Merchandise packaging * Maintained smooth operating of packaging machinery
  • primefinancial.com.au
    General Advice Specialist
    Link Market Services Sep 15 - Jun 17 · 1 yr 9 mos
    Australia
    * Link Market Services Limited (Link) is a leading share registry and financial services provider and part of the Link Group network of companies, spread across Australasia, Asia, Africa, Europe and North America and extended by the Global Share Alliance. The Link Group has more than 2,5000 employees worldwide, managing over 15 million account records, 1,000 ASX listed securities and processing more than 60 billion dollars in payments every year. Link provides a comprehensive range of services including: * Registry Services * Meeting & Voting Services * Capital Markets * Investor Communications * Insolvency Services * Employee Equity Plan Solutions * Share Ownership Analysis * Investor Relations * Company Secretarial Services * Trustee, Custodial & Escrow Services For further information, please contact Link on +61 2 8280 7100 or email newbusiness@linkmarketservices.com.au
  • primefinancial.com.au
    Client And Financial Advisor Service Consultant - Mlc
    Nab Jun 12 - Jun 14 · 2 yrs
    Melbourne, Victoria, Australia
    * Employee Recognition for Voice of Customer Irritant Solutions, improving MLC’s service to clients and advisers * Employee Recognition for high productivity and efficiency * Nominated by Service Coach Manager as BECO Warden * Provide accurate & timely information on MLC product features & benefits * Investigate queries & present options/solutions which meet the customer's needs as well as company requirements * Make informed decisions on how best to satisfy client needs, escalating where required or where uncertainty exists * Work supportively in a team in varying capacity * Navigate through various computer interfaces and providing detailed quotes on MLC products to clients & advisers
  • primefinancial.com.au
    Post Graduate - Masters Of Business Finance
    Victoria University Feb 12 - Jun 13 · 1 yr 4 mos
    Melbourne, Victoria, Australia
    * Treasury Risk Management * Credit and Lending Management * Financial Derivative Markets * Quantitative Analysis * International Financial Management * Business Finance * International Portfolio Management * Financial Services Communication * Computerized Accounting in a SAP ERP system * Financial Analysis * Accounting Systems and Processes * Business Economics

Uele Sapolu Education

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What company does Uele Sapolu work for?

Uele Sapolu works for Prime Financial Group Ltd

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Uele Sapolu's role in his/her workplace is Client Services.

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Uele Sapolu works in the industry Financial Services.

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Uele Sapolu attended Church College Of Western Samoa, Victoria University, and Brigham Young University - Hawaii .

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