Anthony Zaman

Anthony Zaman Email and Phone Number

Director and Principal Financial Adviser @ Silverloom Advisory Group
Sydney, NSW, AU
Anthony Zaman's Location
Sydney, New South Wales, Australia, Australia
Anthony Zaman's Contact Details

Anthony Zaman work email

Anthony Zaman personal email

n/a
About Anthony Zaman

As a devoted Financial Adviser, my unwavering commitment lies in providing exemplary financial guidance anchored in compliance and ethical standards. With over ten years of specialised expertise spanning property, mortgages, and Financial Planning, I offer a comprehensive array of services rooted in a profound understanding of financial markets, assets, and strategic planning.My clientele encompasses a broad spectrum, ranging from wealth accumulators to retirees, encompassing both employees and business owners. Through a meticulously guided educational approach throughout my clients’ financial journeys, I strive to ensure absolute clarity in the rationale behind every strategy or recommendation. Leveraging sophisticated tools such as modelling, value propositions, and the direct impacts of following my advice, I empower clients to make well-informed decisions while enhancing their financial acumen.Beyond meeting regulatory standards, I have pursued advanced academic pursuits, culminating in a Masters in Financial Planning. This ongoing investment in education positions me at the vanguard of industry advancements, enabling the delivery of unparalleled guidance to my esteemed clients.Aligned with the values upheld by my esteemed partners and colleagues, my professional ethos is fueled by a shared passion for helping individuals actualise their financial aspirations. I warmly invite you to explore how my expertise can propel you towards the realisation of your financial objectives.My specialist services include:– Cash flow optimisation– Business Optimisation– Debt Structuring– Superannuation & Self Managed Super Funds– Retirement Planning– Tax Strategies– Investments– Property– Insurance– Estate Planning

Anthony Zaman's Current Company Details
Silverloom Advisory Group

Silverloom Advisory Group

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Director and Principal Financial Adviser
Sydney, NSW, AU
Employees:
1
Anthony Zaman Work Experience Details
  • Silverloom Advisory Group
    Director And Principal Financial Adviser
    Silverloom Advisory Group
    Sydney, Nsw, Au
  • Silverloom Advisory Group
    Director / Principal Financial Adviser
    Silverloom Advisory Group Aug 2024 - Present
    Australia
  • Cooee Wealth Partners
    Wealth Partner
    Cooee Wealth Partners Jun 2022 - Aug 2024
    Sydney, New South Wales, Australia
  • Cooee
    Wealth Advisor
    Cooee Oct 2021 - Jun 2022
    Sydney, New South Wales, Australia
  • Cooee
    Wealth Advisor (Provisional)
    Cooee Jan 2021 - Oct 2021
    Sydney, New South Wales, Australia
  • Cooee
    Financial Planning / Administration Support (Professional Year)
    Cooee Jul 2020 - Jan 2021
    Sydney, New South Wales, Australia
  • Diamond Blue Financial Services
    Financial Planning Assistant/ Client Services
    Diamond Blue Financial Services Jan 2020 - Jun 2020
    Sydney, Australia
  • Futureyou
    Consultant, Futureyou | Financial Planning | Financial Services, Sales | Recruitment |
    Futureyou Mar 2019 - Dec 2019
    Sydney, Australia
    - Built a Financial Planning recruitment desk from the ground up- Developed sales strategy to generate new client opportunities- 360 Recruitment process in Financial Services- Meet all sales KPI’s and Targets to ensure business growth - Exceeding targets by 200%- B2B Sales: Cold and Warm sales- Account management of top clients- Started new revenue stream in Financial Planning across Paraplanning up to Partnership positions- Business development: identification, generation, and exploitation of opportunities- Created articles and good read blogs to be released to my network.
  • Urban Rest Apartments
    Head Of Sales & Client Relationships
    Urban Rest Apartments Sep 2018 - Mar 2019
    Sydney, Australia
    - Test and implement sales CRM platforms- Create sales SOP documentation for department- Meet all sales KPI’s and Targets to ensure business growth- Conduct reports and monthly reviews while reporting to the director to ensure business growth- B2B Sales: Cold and Warm sales – Complete 360 sales process.- Account management of top clients- Create and implement a sales strategy- Creation of marketing and sales collateral and working alongside the marketing team- Seek exposure opportunities with advertising websites- Create an interstate growth strategy
  • Mortgage Advice Bureau/ Imc Financial Services
    Financial Services Professional (Lending - Mortgages/Insurance - Personal & Business, Risk Adviser)
    Mortgage Advice Bureau/ Imc Financial Services Feb 2017 - Jul 2018
    Sydney, Australia/ London, Uk
    IMC Financial Services – Insurance/Risk Adviser(Broker), Account Manager (UK)- Proactively resolving any client queries or issues and ensuring timely and efficient resolutions.Generated £200,000 within 6 months and achieved highest revenue month and Quarter record- Mixture of B2B & B2C clients of VHNW and HNW clients via Face to Face & Telephone based advice- High level of account management sales and upselling of existing clients/ new business generation- Devising and implementing highly effective sales strategies to engineer commercial growth.- Demonstrating an exceptional knowledge of the Insurance and adhering to this at all times.- Achieving above and beyond sales targets and quarterly targets on an ongoing basis.Mortgage Advice Bureau (MAB) – Mortgage Broker (Residential & Commercial Property) (Australia)- Assisting in the management of 3 staff members.- Delivering staff training and acting as a key point of contact in reference to any queries.- Account management: coordinating client accounts and engineering business prospects across both prospective and existing clients.- Redevelopment of sales scripts in lead gen team to improve transfer success rate and quality transfer- Dealing with any queries or issues and ensuring timely and efficient resolutions.- Creating and implementing new policies and procedures to enhance productivity and client care.- Where required, creating applications, servicing calculations and settlement process. - Ensuring the effective execution and delivery of sales strategies in order to meet all short, mid and long term commercial targets.
  • Ray White/ L.J. Hooker/ Keith Soames
    Head Of Property Management/ Property Manager/ Leasing Consultant - Residential & Commercial
    Ray White/ L.J. Hooker/ Keith Soames May 2013 - Feb 2017
    Sydney, Australia
    - Managing a diverse portfolio of 250-400 properties and leading a team of 4 staff members.- Account Management of existing clients and portfolio growth through sales techniques- Leading all aspects of training, performance management and day-to-day delegation.- Enforcing a culture of positivity to ensure staff morale/performance is high.- Ensuring all business functions are working to improve and simplify the customer journey.- Developing and implementing key strategies to promote business growth and profitability.- Liaising routinely with clients in order to effectively gather their requirements.- Overseeing any bank reconciliations and maintaining responsibility for rental arrears.- Handling incoming enquiries from key accounts and identifying requirements in order to effectively solve problems- Overseeing all on-going and final inspection reports and escalating any issues as and where required.- Building and maintaining an exceptional relationship with all clients and proactively engineering business

Anthony Zaman Skills

Leadership Budget Monitoring Candidate Selection Candidates Searching Client Relations Candidate Assessment B2b Sales Account Management Closing Candidates Sales Financial Planning Recruitment Marketing Forecasting Business Development Objection Handling Negotiation Team Leadership Customer Relationship Management Strategic Planning Strategy Client Expectations Management Sales Recruitment Advice Emotional Intelligence Microsoft Office Sales Reporting Microsoft Excel Commercial Awareness Recruitment Advertising Qualifying Candidates Customer Service Recruitment Tools Business Process Improvement Interpersonal Skills Management Passive Candidate Generation Marketing Strategy Creative Problem Solving Candidate Marketing Performance Management

Anthony Zaman Education Details

Frequently Asked Questions about Anthony Zaman

What company does Anthony Zaman work for?

Anthony Zaman works for Silverloom Advisory Group

What is Anthony Zaman's role at the current company?

Anthony Zaman's current role is Director and Principal Financial Adviser.

What is Anthony Zaman's email address?

Anthony Zaman's email address is az****@****.com.au

What schools did Anthony Zaman attend?

Anthony Zaman attended Kaplan Professional, Kaplan Professional, Mentor Education, Australian Institute Of Business, Mentor Education, Mentor Education, Kaplan Professional, Kaplan Professional, Rei, Rei, Knox Grammar School.

What skills is Anthony Zaman known for?

Anthony Zaman has skills like Leadership, Budget Monitoring, Candidate Selection, Candidates Searching, Client Relations, Candidate Assessment, B2b Sales, Account Management, Closing Candidates, Sales, Financial Planning, Recruitment Marketing.

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