Find your path to Solly
6 people in our graph share verified history with Solly — schools, employers, funds. One of them is your warm intro.
Caroline FernandezunlockedSolly: together at Heard Financial (2025–2026)
Solly: together at Institute of Strategic Management
×4Solly: together at LPI Finance
About
Solly is a Client Relationship Manager with experience across the financial industry, including mortgage and finance broking, financial planning, and banking, along with related legislation and compliance. Areas of work include customer service and liaison, lending assessment, compliance management, and administration. Additional experience covers mentoring, project management, and CRM database maintenance.
Experience
- Heard FinancialCustomer Service Manager2025 — 2026Australia
- Viridian Financial GroupClient Services Manager2024 — 2025Adelaide, South Australia, Australia
- VariousMortgage, Finance Broker, Customer Service Manager & Practice Manager2012 — 2024Adelaide, South Australia, Australia
- Leedam & PartnersSenior Para Planner2011 — 2012Hyde Park, South Australia
- Baker Young Hart Wealth ManagementPractice Manager/Para Planning Manager2008 — 2011Greater Adelaide Area
- Wealth by Design, LLCSenior Para Planner2005 — 2008Adelaide, South Australia, Australia
- Godfrey PembrokePara Planner/Client Service Manager2000 — 2004Unley South Australia
Skills & more
Business Development SupportBusiness Development1Real Estate Financing1Client Relations1Customer RetentionAnalytical SkillsRG 146CommunicationClient DeliveryAccount ManagementPortfolio Management8Financial Services2
+12 more
Client ServicesMortgage LendingLoansRefinanceWealth ManagementInvestmentsStrategic Financial PlanningWealthMicrosoft OfficeMicrosoft ExcelMicrosoft OutlookMicrosoft WordLanguages English
From Solly's professional profile.
Colleagues at LPI Finance
Frequently asked questions
- Who is Solly?
- Solly is a Client Relationship Manager with experience across the financial industry, including mortgage and finance broking, financial planning, and banking, along with related legislation and compliance. Areas of work include customer service and liaison, lending assessment, compliance management, and administration. Additional experience covers mentoring, project management, and CRM database maintenance.
- Where does Solly work?
- Solly is Marketing Director at LPI Finance.
- Where did Solly go to school?
- Solly studied at Institute of Strategic Management (Certificate, Commercial Lending); Institute of Strategic Management (Diploma of Finance and Mortgage Broking Management, Mortgage Broking); Intellitrain (Certificate IV in Financial Services (Finance/Mortgage Broking), Mortgage Broking).
