JC
Jessica Cirillo
Senior Client Services at Link Financial Services
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Work Experience
Senior Client Services
Oct 2020 - Present ยท 4 years and 2 months
Senior Client Services
Dec 2020 - Present ยท 4 years
Client Services Manager
Feb 2016 - Oct 2020 ยท 4 years and 8 months
Company Details
Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm. Benjamin Kohn director of Link Financial Services has grown to be one of the most prominent financial planning service providers in Victoria. Its financial planning practice offers services to individual investors, businesses, accountants and also retirement plans. Link Financial Services is built on a foundation of superior personalised client service with the goal of developing lasting relationships. Benjamin Kohn has maintained very high reputations, drawing upon a depth of experience and involvement in the financial planning profession. Link Financial Services has the insight, skill and ability to analyse trends and respond with solid and innovative solutions in a timely and accurate manner. Link Financial Services is domiciled in Melbourne with an office in Caulfield, Victoria. Link Financial Services staff will be dedicated professionals who are highly trained and provide a wealth of experience. Link Financial Services provides tailored solutions for executives on a professional basis that expects and receives excellence in all facets of financial planning. Link Financial Services has funds under advice in excess of $1Billion. The type of clients that Link Financial Services will be looking after are primarily people who are self funded retires, self employed people and high net worth individuals. Link Financial Services is renowned for also assisting younger professionals who are looking for an adviser to help them create and accumulate wealth.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
Melbourne, AU
Keywords
Wealth CreationRetirement Income PlanningFixed Interest and Management InvestmentPersonalCorporate and DIY SuperannuationAsset ProtectionEstate Planning StrategyRick Insurance AdviceDirect SharesCredit Assistance
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