Caroline Ngoi Email & Phone Number | Qualified financial adviser and customer relationship specialist with many years of experience in financial services, primarily in family offices and boutique financial planning practices. With an academic background in banking, finance, and sophisticated financial strategies, I confidently provide tailored advice solutions to a wide range of clients in line with fiduciary responsibilities. My skills as an adviser are complemented by my genuine interest in customer care, and I am committed to providing an excellent customer experience at all times. I have experience in the full spectrum of financial planning practice management, having worked previously in paraplanning, client services and office management. I am proud of my work ethic, personable manner and attention to detail, and am looking for an opportunity where I can use these skills as I grow my career.

Caroline Ngoi

Qualified financial adviser and customer relationship specialist with many years of experience in fi...
Melbourne, Victoria, Australia

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Caroline Ngoi’s Email cngoi@csf.com.au

Caroline Ngoi’s Phone Numbers

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Caroline Ngoi’s Location Melbourne, Victoria, Australia

Caroline Ngoi’s Current Industry Catholic Super

Caroline Ngoi’s Prior Industry Ascot | Carnbrea | Intralink Wealth Management | Qbe

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Planner

2012-11-01 00:00:00 - Present

Adviser

2011-07-01 00:00:00 - 2012-11-01 00:00:00

Associate Adviser

2009-12-01 00:00:00 - 2011-09-01 00:00:00

Client Service Manager

2005-09-01 00:00:00 - 2009-12-01 00:00:00

Case Manager

2003-08-01 00:00:00 - 2005-09-01 00:00:00

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Caroline Ngoi is a Qualified financial adviser and customer relationship specialist with many years of experience in financial services, primarily in family offices and boutique financial planning practices. With an academic background in banking, finance, and sophisticated financial strategies, I confidently provide tailored advice solutions to a wide range of clients in line with fiduciary responsibilities. My skills as an adviser are complemented by my genuine interest in customer care, and I am committed to providing an excellent customer experience at all times. I have experience in the full spectrum of financial planning practice management, having worked previously in paraplanning, client services and office management. I am proud of my work ethic, personable manner and attention to detail, and am looking for an opportunity where I can use these skills as I grow my career.