Daniel M. Email
Financial Adviser @ Frontier Financial Group
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Daniel M. Location
- Melbourne, VIC, AU
Daniel M. Work
- Financial Adviser @ (April 2023 - Present)
- Mortgage Broker @ (December 2020 - Present)
- Paraplanner @ (March 2019 - April 2023)
- Product Manager @ (November 2017 - February 2019)
- Dealer - Smaller Companies Team @ (July 2017 - May 2018)
- Investor Relations @ (January 2015 - June 2017)
- New Business Manager @ (January 2014 - December 2014)
- Client Relations Analyst @ (January 2013 - December 2013)
Daniel M. Education
- cfa institute
The Investment Management Certificate (IMC) (Portfolio management and investment analysis)
2015-2016 - La Trobe University
Bachelor of business (Financial Planning)
2010-2014
Daniel M. Skills
- Management
- Communication
- Leadership
- Customer Service
- Training
- Microsoft Office
- Public Speaking
- Team Leadership
- Time Management
- Finance
- PowerPoint
- Microsoft Excel
- Financial Analysis
- Microsoft Word
- Business Development
Daniel M. Summary
- Daniel M., based in Melbourne, VIC, AU, is currently a Financial Adviser at Frontier Financial Group. Daniel M. brings experience from previous roles at Frontier Financial Group, Frontier FG and Octopus Investments. Daniel M. holds a 2015 - 2016 The Investment Management Certificate (IMC) in Portfolio management and investment analysis @ cfa institute. With a robust skill set that includes Management, Communication, Leadership, Customer Service, Training and more. Daniel M. has 1 emails on RocketReach.
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