Dane Allen Email & Phone Number
Private Client Director @ Fisher Investments Australia
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Dane Allen Location
- Brisbane City, QLD, AU
Dane Allen Work
- 2021 -now Private Client Director @
- 2020 -2021 Financial Adviser @ Nexus Private Wealth Management
- 2016 -2020 Private Wealth Adviser @ Ardent Private Wealth
- 2012 -2015 National Key Accounts Associate @
- 2010 -2012 Analyst, Research @
- 2008 -2010 Sales Analyst @
- 2007 -2008 Senior Sales Associate @
Dane Allen Education
- QUT (Queensland University of Technology)
Masters of Applied Finance (Finance, General)
2018-2021 - Kaplan Professional
Advanced Diploma (Financial Planning)
2016 - Queensland University of Technology
Bachelor of Creative Industries (Media & Journalism)
2002-2005 - St Patricks College, Shorncliffe 1996-1999
Dane Allen Skills
- Product Marketing
- Independent Financial Advice
- Stakeholder Management
- Fixed Annuities
- Bonds
- Business Relationship Management
- Key Account Management
- Pressure Handling
- Investments
- Relationship Management
- Managed Funds
- Asset Allocation
- Financial Services
- Persuasion
- Equities
- Tax Advisory
- Wealth Management
- Building Relationships
- Microsoft Excel
- Asset Management
- Customer Service
- Financial Analysis
- Strategic Sales
- Contract Negotiation
- Private Equity
- Problem Solving
- Sales Presentations
- Annuity Sales
- Portfolio Management
- Superannuation
- Financial Planning
- Retirement Planning
- Investment Strategies
- Finance
Dane Allen Summary
- Dane Allen, based in Brisbane City, QLD, AU, is currently a Private Client Director at Fisher Investments Australia. Dane Allen brings experience from previous roles at Nexus Private Wealth Management, Ardent Private Wealth and Challenger Limited. Dane Allen holds a 2018 - 2021 Masters of Applied Finance in Finance, General @ QUT (Queensland University of Technology). With a robust skill set that includes Product Marketing, Independent Financial Advice, Stakeholder Management, Fixed Annuities, Bonds and more. Dane Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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