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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