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Daniel Thalji Location
Sydney, NSW, AU
Daniel Thalji Work
Head of Wealth Strategy @ (January 2024 - Present)
Manager of Advisory Services @ (April 2019 - January 2024)
Head of Advice - Sydney @ (September 2016 - April 2019)
Associate Adviser @ (April 2015 - September 2016)
Senior Adviser @ (April 2014 - April 2015)
Adviser @ (January 2014 - April 2014)
Client Manager @ (June 2013 - December 2013)
Assistant Adviser @ (January 2013 - June 2013)
Daniel Thalji Education
University of Western Sydney
Bachelor of Business and Commerce (Finance and Economics)
2009-2012
Daniel Thalji Skills
Research
PowerPoint
Social Media
Portfolio Management
Financial Advisory
Microsoft Word
Superannuation
Management
Microsoft Office
Investment Strategies
Investments
Microsoft Excel
Risk Management
Banking
Finance
Wealth
Insurance
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Daniel Thalji Summary
Daniel Thalji, based in Sydney, NSW, AU, is currently a Head of Wealth Strategy at Future Assist. Daniel Thalji brings experience from previous roles at Future Assist. Daniel Thalji holds a 2009 - 2012 Bachelor of Business and Commerce in Finance and Economics @ University of Western Sydney. With a robust skill set that includes Research, PowerPoint, Social Media, Portfolio Management, Financial Advisory and more. Daniel Thalji has 1 emails on RocketReach.
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