Danielle Strauss's Location
Melbourne, VIC, AU
Danielle Strauss's Work
- Private Wealth Advisor @ Carnbrea & Co. Ltd.
- Associate Adviser @ Carnbrea & Co. Ltd.
- Associate Financial Advisor @ Saward Dawson
- Head Of Client Services @ Hewison Private Wealth
- Client Services Team Lead (Comprehensive F2F Financial Planning) @ Aware Super
- Private Wealth Client Services Manager @ William Buck
- Office Manager and Parapanner @ Ballast
- Head of Account Management @ TalkBiz
- Dealer Service Manager @ Vodafone
Danielle Strauss's Education
- Financial Planning Association of Australia
Certified Financial Planner (Finance and Financial Management Services)
2022 - 2023 - Kaplan Professional
Master of Financial Planning (Financial Planning and Services)
2020 - 2021 - Kaplan Professional
Graduate Diploma Financial Planning (Financial Planning and Services)
2019 - 2020
- Monarch Institute
(Financial Planning and Services)
2018 - 2019 - Kaplan Professional
Graduate Certificate in Applied Finance (Applied Finance)
2017 - 2018 - Monarch Institute
(Financial Planning)
2014 - 2015
Danielle Strauss's Skills
- Customer Retention
- Management
- Customer Service
- Customer Experience
- Account Management
- Customer Satisfaction
- Business Development
- Telecommunications
- B2b
- Sales Operations
Danielle Strauss's Summary
Danielle Strauss, based in Melbourne, VIC, AU, is currently a Private Wealth Advisor at Carnbrea & Co. Ltd., bringing experience from previous roles at Carnbrea & Co. Ltd., Saward Dawson, Hewison Private Wealth and Aware Super. Danielle Strauss holds a 2022 - 2023 Certified Financial Planner in Finance and Financial Management Services @ Financial Planning Association of Australia. With a robust skill set that includes Customer Retention, Management, Customer Service, Customer Experience, Account Management and more, Danielle Strauss contributes valuable insights to the industry. Danielle Strauss has 2 emails on RocketReach.
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