Daniel Albanes Email & Phone Number
Senior Financial Advisor @ Select Advice Financial Planning
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Daniel Albanes Location
- Melbourne, VIC, AU
Daniel Albanes Work
- 2025 -now Senior Financial Advisor @
- 2022 -2024 Head of Financial Advice @
- 2022 -2022 Senior Financial Advisor @
- 2018 -2022 Financial Advisor @
- 2017 -2018 Strategic Wealth Adviser @
- 2017 -2017 Financial Adviser @
- 2014 -2017 Senior Paraplanner @
- 2013 -2014 Paraplanner @
- 2010 -2013 Client Relationship Manager and Paraplanner @
- 2008 -2009 Assistant Stockbroker @ Vanguardia Casa de Bolsa
Daniel Albanes Education
- Victoria University
Bachelor of Business Administration (BBA) (Banking and Financial Support Services)
2010-2012 - Victoria University
Diploma in Financial Services (Finance, General)
Daniel Albanes Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Income
- Investment Education
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Gearing
- Portfolio Management
- Superannuation
- Investments
- Financial Risk
- Mortgage Lending
- Xplan
- Investment Advisory
- Income Protection
- Asset Allocation
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Equities
- Mutual Funds
- Strategic Financial Planning
- Savings
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Holistic Financial Planning
- Wealth
- Personal Financial Planning
- Debt Management
- ETFs
- Paraplanning
- Funding
- Shares
- Retirement
- Services
- Loans
- CRM
- Securities
- Financial Markets
- Investment Management
- Residential Mortgages
Daniel Albanes Summary
- Daniel Albanes, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at Select Advice Financial Planning. Daniel Albanes brings experience from previous roles at Liston Newton Advisory, Viridian Financial Group and Macquarie Group. Daniel Albanes holds a 2010 - 2012 Bachelor of Business Administration (BBA) in Banking and Financial Support Services @ Victoria University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Income and more. Daniel Albanes has 1 emails and 3 mobile phone numbers on RocketReach.
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