ER
Ergie Rose Arceo
Client Services Administrator at Strategic Wealth
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Work Experience
Client Services Administrator
Jun 2022 - Present · 2 years and 6 months
Client Services Administrator
May 2022 - Present · 2 years and 7 months
China Bank Savings Inc.
Service Associate
Sep 2015 - May 2022 · 6 years and 8 months
Company Details
2-10 Employees
Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions. Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals. And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns. Peter Wilson, Adrian Vidotto and Mike Jeffs lead the team of Strategic Wealth. To learn more about our team, please visit strategicwealth.melbourne/our-team. Peter Wilson’s Adviser Ratings Profile: www.adviserratings.com.au/adviser/241941/Peter-Wilson Adrian Vidotto's Adviser Ratings Profile: www.adviserratings.com.au/adviser/241821/Adrian-Vidotto Mike Jeff’s Adviser Ratings Profile: www.adviserratings.com.au/adviser/288202/Mike-Jeffs
Year Founded
2004
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 2, 15 Queen Street Melbourne, VIC 3000, AU
Keywords
InvestmentsInsuranceSuperannuation & SMSFEstate PlanningDebt ManagementCashflow ManagementExecutive Options and SharesTax Effective Strategiesand Aged Care
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