Brian Allen Email
Implementation Specialist and Paraplanner @ Toro Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Allen Location
- Gold Coast, QLD, AU
Brian Allen Work
- 2025 -now Implementation Specialist and Paraplanner @
- 2024 -2025 Client Service Manager and Paraplanner @
- 2018 -2024 Paraplanner and Client Service Officer @
- 2017 -2018 Paraplanner @
- 2012 -2017 Director of Client Services @
- 2011 -2012 Client Service Manager @ Macnaught & Associates
- 2008 -2011 Client Service Manager @
- 2008 -2008 Adviser Services @
- 2006 -2007 Project Co-ordinator – Investor Services @
- 2000 -2006 Global Custody – International Corporate Actions @
- 1999 -2000 Global Custody – International Corporate Actions @
- 1999 -1999 Third Party Administration @
- 1998 -1998 Corporate Actions @
- 1994 -1998 Central Processing @
Brian Allen Education
- Kaplan
Diploma FP, Financial Planning
2008-2010 - Rochedale State High School 1989-1993
- Kaplan Professional
Brian Allen Skills
- Customer Service
- Process Improvement
- Banking
- Microsoft Excel
- Microsoft Office
- Credit
- Team Leadership
- Management
- Customer Satisfaction
- Team Building
- Project Management
- Loans
- Retail Banking
- Account Management
- Operations Management
- Microsoft Word
- Wealth Management
- Risk Management
- Insurance
- Global Custody
- Client Services
- Strategic Financial Planning
- Wealth
- Investments
- Financial Advisory
- Superannuation
- Financial Planning
- Portfolio Management
- Estate Planning
- Financial Services
- Corporate Actions
- Pensions
- Strategy
- Business Strategy
- Change Management
- Marketing Strategy
- E Commerce
- Digital Marketing
- Business Planning
- New Business Development
- Mobile Devices
- Leadership
- Outsourcing
- B2b
- Business Development
- Sales
- Entrepreneurship
- Business Transformation
- Negotiation
- Stakeholder Management
- Business to Business
- Performance Motivation
- Strategic Planning
- Team Motivation
Brian Allen Summary
- Brian Allen, based in Gold Coast, QLD, AU, is currently a Implementation Specialist and Paraplanner at Toro Wealth. Brian Allen brings experience from previous roles at Insight Financial Advisers, Crest Wealth, AdviceWrite Pty Ltd - Gold Coast and Headon Financial Planning. Brian Allen holds a 2008 - 2010 Diploma FP, Financial Planning @ Kaplan. With a robust skill set that includes Customer Service, Process Improvement, Banking, Microsoft Excel, Microsoft Office and more. Brian Allen has 1 emails on RocketReach.
Looking for a different Brian Allen?
Find contact details for 700 million professionals.
Others Named Brian Allen
Brian Allen
Chief Operating Officer
Fort Collins, CO, US
Brian Allen
President
Cary, NC, US
Brian Allen
Chief Executive Officer and Founder
Cincinnati, OH, US
Brian Allen
President and Owner
Portland, OR, US
Brian Allen
President
Chapel Hill, NC, US
Brian Allen
Founder and Chairman
Springfield, MO, US
Top Toro Wealth Employees
Brian Allen
Implementation Specialist and Paraplanner
Gold Coast, QLD, AU
Shane Lawler
Principal and Financial Adviser
Melbourne, VIC, AU
Bobby Byrne
Senior Financial Adviser
Surfers Paradise, QLD, AU
Meagan Norris
Senior Paraplanner
Hobart, TAS, AU
Chris Strano
Managing Director
Mermaid Beach, QLD, AU
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co