Thomas Daykin Email
Senior Financial Advisor @ ActOn Wealth Pty Ltd
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Thomas Daykin Location
- Melbourne, VIC, AU
Thomas Daykin Work
- 2019 -now Senior Financial Advisor @
- 2018 -2019 Senior Financial Advisor @ Anne Street Partners Financial Services Pty Ltd
- 2015 -2018 Financial Advisor @ Anne Street Partners
- 2013 -2015 Client Manager @ Anne Street Partners
Thomas Daykin Education
- Kaplan Professional
(Graduate Diploma of Financial Planning, Financial Planning and Services)
2023-2025 - Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning) (Advanced Diploma of Financial Services (Financial Planning))
Thomas Daykin Skills
- Product Marketing
- Estate Planning
- Financial Advisory
- Salesforce.com
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Superannuation
- Wrap
- Managed Funds
- Financial Services
- SMSF
- Direct Sales
- Investment Strategies
- Risk Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- General Insurance
- Management
- Financial Reporting
- CRM
- Strategic Planning
- Business Analysis
- Microsoft Office
- Marketing
- Budgets
- Leadership
- Mortgage Lending
Thomas Daykin Summary
- Thomas Daykin, based in Melbourne, VIC, AU, is currently a Senior Financial Advisor at ActOn Wealth Pty Ltd. Thomas Daykin brings experience from previous roles at Anne Street Partners Financial Services Pty Ltd and Anne Street Partners. Thomas Daykin holds a 2023 - 2025 Kaplan Professional. With a robust skill set that includes Product Marketing, Estate Planning, Financial Advisory, Salesforce.com, Retirement Planning and more. Thomas Daykin has 1 emails on RocketReach.
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