Anthony Zaman Email and Phone Number
Anthony Zaman work email
- Valid
Anthony Zaman personal email
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
Silverloom Advisory Group
View- Website:
- silverloom.com.au
- Employees:
- 1
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Director And Principal Financial AdviserSilverloom Advisory GroupSydney, Nsw, Au -
Director / Principal Financial AdviserSilverloom Advisory Group Aug 2024 - PresentAustralia -
Wealth PartnerCooee Wealth Partners Jun 2022 - Aug 2024Sydney, New South Wales, Australia -
Wealth AdvisorCooee Oct 2021 - Jun 2022Sydney, New South Wales, Australia -
Wealth Advisor (Provisional)Cooee Jan 2021 - Oct 2021Sydney, New South Wales, Australia -
Financial Planning / Administration Support (Professional Year)Cooee Jul 2020 - Jan 2021Sydney, New South Wales, Australia -
Financial Planning Assistant/ Client ServicesDiamond Blue Financial Services Jan 2020 - Jun 2020Sydney, Australia -
Consultant, Futureyou | Financial Planning | Financial Services, Sales | Recruitment |Futureyou Mar 2019 - Dec 2019Sydney, 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. -
Head Of Sales & Client RelationshipsUrban Rest Apartments Sep 2018 - Mar 2019Sydney, 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 -
Financial Services Professional (Lending - Mortgages/Insurance - Personal & Business, Risk Adviser)Mortgage Advice Bureau/ Imc Financial Services Feb 2017 - Jul 2018Sydney, Australia/ London, UkIMC 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.
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Head Of Property Management/ Property Manager/ Leasing Consultant - Residential & CommercialRay White/ L.J. Hooker/ Keith Soames May 2013 - Feb 2017Sydney, 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
Anthony Zaman Education Details
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Financial Planning And Services -
Financial Planning And Services -
Financial Planning And Services -
Australian Institute Of BusinessBusiness/Commerce, General -
Insurance -
Insurance -
Finance And Financial Management Services -
Finance And Financial Management Services -
ReiReal Estate -
ReiReal Estate -
Knox Grammar SchoolChemistry
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.
Not the Anthony Zaman you were looking for?
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Anthony Zaman
Looking For Job In Ribo License, Insurance Industry For Auto Insurance.Experience And 3 Years Insurance, Financial Domain Experience, And Seeking Job In Insurance Broker Position. Ribo Insurance Licensed.Canada -
2sandwell.gov.uk, hillingdon.gov.uk
1 01895 2XXXXXX
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Anthony Zaman
United States2gmail.com, yahoo.com
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