Daniel O'Leary Email & Phone Number
Senior Adviser @ Affinity Wealth Services
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Daniel O'Leary Location
- Sydney, NSW, AU
Daniel O'Leary Work
- 2004 - now Senior Adviser @
Daniel O'Leary Education
- Charles Sturt University
Master of Applied Finance
2014 - 2021 - Mentor Education
SMSF Specialist Adviser (Financial Planning and Services)
2013null - Pinnacle
Advanced Diploma of Financial Planning (Financial Planning and Services)
2011null
Daniel O'Leary Skills
- Investments
- Portfolio Management
- Wealth Management
- Asset Management
- Financial Markets
- Asset Allocation
- Financial Services
- Equities
- Managed Funds
- Fixed Interest
- Cash
- Strategic Financial Planning
- Retirement Planning
- Self Managed Superannuation Funds
- Banking
- Relationship Management
- Wealth
- Risk Management
- Investment Advisory
- Investment Strategies
- Financial Risk
- Financial Analysis
- Finance
- Insurance
- Financial Planning
Daniel O'Leary Summary
- Daniel O'Leary, based in Sydney, NSW, AU, is currently a Senior Adviser at Alteris Financial Group. Daniel O'Leary holds a 2014 - 2021 Master of Applied Finance @ Charles Sturt University. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Asset Management, Financial Markets and more. Daniel O'Leary has 2 emails and 1 mobile phone numbers on RocketReach.
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