Brian Allen Email
Head of Implementation @ Toro Wealth
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Brian Allen Location
- Gold Coast, QLD, AU
Brian Allen Work
- Head of Implementation @ (January 2025 - Present)
- Client Service Manager and Paraplanner @ Insight Financial Advisers (July 2024 - January 2025)
- Paraplanner and Client Service Officer @ Crest Wealth (June 2018 - May 2024)
- Paraplanner @ AdviceWrite Pty Ltd - Gold Coast (May 2017 - May 2018)
- Director of Client Services @ (September 2012 - May 2017)
- Client Service Manager @ Macnaught & Associates (March 2011 - September 2012)
- Client Service Manager @ (January 2008 - January 2011)
- Adviser Services @ (February 2008 - December 2008)
- Project Co-ordinator – Investor Services @ (December 2006 - November 2007)
- Global Custody – International Corporate Actions @ (July 2000 - July 2006)
- Global Custody – International Corporate Actions @ (April 1999 - May 2000)
- Third Party Administration @ (March 1999 - April 1999)
- Corporate Actions @ (August 1998 - December 1998)
- Central Processing @ (January 1994 - April 1998)
Brian Allen Education
- Kaplan
Diploma FP (Financial Planning)
2008-2010 - Rochedale State High School 1989-1993
- Kaplan Professional
Advanced Diploma (Financial Planning)
2015
Brian Allen Skills
- Account Management
- Banking
- Client Services
- Corporate Actions
- Credit
- Customer Satisfaction
- Customer Service
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Services
- Global Custody
- Insurance
- Investments
- Loans
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Operations Management
- Pensions
- Portfolio Management
- Process Improvement
- Project Management
- Retail Banking
- Risk Management
- Strategic Financial Planning
- Superannuation
- Team Building
- Team Leadership
- Wealth
- Wealth Management
- 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 Head of Implementation 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 in Financial Planning @ Kaplan. With a robust skill set that includes Account Management, Banking, Client Services, Corporate Actions, Credit and more. Brian Allen has 1 emails on RocketReach.
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