Daniel Subotic Email
Incident Manager - Governance @ Rhombus Advisory Pty Ltd
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Daniel Subotic Location
- Melbourne, VIC, AU
Daniel Subotic Work
- 2025 -now Incident Manager - Governance @
- 2021 -2025 Incidents Manager - Governance @
- 2018 -2022 Consultant Events @
- 2016 -2018 Senior Paraplanner @
- 2014 -2016 Paraplanner @
- 2013 -2014 Paraplanner @ Partners Wealth Group
- 2011 -2013 Associate @ Partners Wealth Group Advisor Portfolio Solutions
- 2008 -2011 Client Service Associate @
- 2007 -2008 Investor Service Representative @
- 2001 -2007 Volunteer @
Daniel Subotic Education
- Mentor
Advanced Diploma Financial Planning (Financial Planning and Services)
2012-2013 - Kaplan Professional
Diploma Financial Services (Financial Planning)
2009-2011 - La Trobe University
Bachelor of Business (Financial Management)
2006-2008 - RMIT University
Advanced Diploma (Accounting)
2003-2005
Daniel Subotic Skills
- Financial Services
- Wealth Management
- Securities
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Series 7
- Investments
- Insurance
- Xplan
- Statement of Advice
- Pensions
- Strategic Financial Planning
Daniel Subotic Summary
- Daniel Subotic, based in Melbourne, VIC, AU, is currently a Incident Manager - Governance at Rhombus Advisory Pty Ltd. Daniel Subotic brings experience from previous roles at Insignia Financial and National Australia Bank. Daniel Subotic holds a 2012 - 2013 Advanced Diploma Financial Planning in Financial Planning and Services @ Mentor. With a robust skill set that includes Financial Services, Wealth Management, Securities, Investment Strategies, Portfolio Management and more. Daniel Subotic has 2 emails on RocketReach.
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