Daniel Stone Email
Paraplanner @ Affinity Financial Advisors Ltd
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Daniel Stone Location
- Warwick, GB
Daniel Stone Work
- Paraplanner @ (March 2021 - Present)
- Private Client Administrator @ (October 2019 - February 2021)
- Backpacker @ Travelling Asia and Australia (May 2017 - October 2019)
- Financial Planning Administrator @ (September 2015 - May 2017)
- IFA Administrator @ (July 2014 - September 2015)
- Administrator @ (August 2012 - March 2014)
Daniel Stone Education
- The Douay Martyrs School 2005-2012
- Chartered Insurance Institute
Advanced Diploma in Financial Planning
- Chartered Insurance Institute
Diploma in Regulated Finacial Planning
- Chartered Insurance Institute
Certificate in Mortgage Advice
- Chartered Insurance Institute
Certificate in Discretionary Investment Management
- Chartered Insurance Institute
Certificate in Equity Release
- Chartered Insurance Institute
Award in Long Term Care Insurance
Daniel Stone Skills
- Administration
- Physician Relations
Daniel Stone Summary
- Daniel Stone, based in Warwick, GB, is currently a Paraplanner at Affinity Financial Advisors Ltd. Daniel Stone brings experience from previous roles at Chase de Vere, Travelling Asia and Australia, Altero Independent Financial Planners and Affinity Financial Advisors Ltd. Daniel Stone holds a 2005 - 2012 The Douay Martyrs School. With a robust skill set that includes Administration, Physician Relations and more. Daniel Stone has 1 emails on RocketReach.
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