Blake Conde Cfp®

Blake Conde Cfp® Email and Phone Number

Partner and Financial Adviser at Financial Decisions @ Financial Decisions
australia
Blake Conde Cfp®'s Location
Greater Sydney Area, Australia
Blake Conde Cfp®'s Contact Details

Blake Conde Cfp® work email

Blake Conde Cfp® personal email

n/a
About Blake Conde Cfp®

I am a passionate and driven Financial Adviser motivated not only to create wealth for my clients, but also protect their legacy for the benefit of subsequent generations.Having seen firsthand the devastation early or unexpected events can have on economic well being, I have made it my life’s mission to lead my clients and their families with solid, easy to follow pathways to achieve financial freedom.It is this empathy and ability to relate to clients that is central to my ability to design customised strategies that deliver positive outcomes across generations.My specific areas of specialty include:• Wealth creation• Risk management• Insurance protection• Estate planning• Business Succession• Superannuation• Investment managementI believe education is key in achieving total financial freedom and am at my best when engaging with clients to understand their needs and ambitions, assisting them to identify and navigate towards milestones crucial to achieving their financial goals both in the short and long-term.Outside of my career, I enjoy playing cricket and baseball squeezed between long sessions of taking my two little ones to the beach and park.

Blake Conde Cfp®'s Current Company Details
Financial Decisions

Financial Decisions

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Partner and Financial Adviser at Financial Decisions
australia
Website:
financialdecisions.com.au
Employees:
28
Blake Conde Cfp® Work Experience Details
  • Financial Decisions
    Partner
    Financial Decisions Jan 2021 - Present
    Mona Vale, New South Wales, Australia
    View
  • Financial Decisions
    Financial Adviser
    Financial Decisions Dec 2018 - Present
    Mona Vale
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  • Bt Financial Group
    Advanced Business Financial Adviser
    Bt Financial Group Apr 2016 - Dec 2018
    Chatswood
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  • Westpac Financial Planning
    Advanced Financial Planner
    Westpac Financial Planning Apr 2014 - Mar 2016
    Sydney, Australia
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  • Westpac
    Manager - Credit Risk Review
    Westpac Dec 2010 - Apr 2014
    Organise and support the Australia-wide team of Credit Risk Reviewers who:- Monitor and review the quality of credit origination, local decisioning and credit risk control for business lending activities- Assess credit processes and activities that the credit and sales teams perform and validates to ensure sustainable resolution of risk issues identified- Complete reviews of customers and portfolios based on areas identified or emerging risk.Correlate results for use by the Westpac Group to identify key areas of risk & to regularly update credit risk policies.
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  • Westpac
    Commercial & Agribusiness Credit Analyst
    Westpac Dec 2009 - Dec 2010
    Working with regional NSW customers, sales managers and credit managers based at the NSW Credit Centre in Concord West.- Completing analysis on customer reviews across a diverse range of industries including mining, pharmacies, financial planning, councils & pubs.- Working with sales managers to form tender proposals for large potential clients across NSW as well as helping structure prospective facilities and credit limits.- Working with credit managers to identify potential risks within connections before they arise, and ensuring appropriate steps are taken to mitigate.- Educating customer managers and new credit analyst graduates in completing financial analysis on businesses and being able to understand the ‘story behind the numbers’. I have increased the knowledge of many graduates to a level that adds value to the risk discussion and encourages further learning and development within the credit environment.- Helping to organise and conduct job interviews for vacant credit analyst roles within Regional/Agri Credit.
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  • Westpac
    Assistant Relationship Manager (Graduate Program)
    Westpac Jun 2009 - Nov 2009
    Sydney Area, Australia
    Based at the Northern Beaches Business Banking Centre in Frenchs Forest.- Completing financial analysis for new and increased lending across various portfolios.- Working with relationship managers in acquiring new business and mitigating any risks to the bank.
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  • Westpac
    Customer Manager (Graduate Program)
    Westpac Feb 2009 - May 2009
    Sydney, Australia
    Based at the Northern Beaches Business Banking Centre in Frenchs Forest- Working with relationship managers, customer managers and credit to delight the customer through high levels of efficiency and service.
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  • Device Technologies
    Account Receivable Officer
    Device Technologies Sep 2007 - Jan 2009
    Sydney Area, Australia
    Accounts Receivable through Device whilst completing tertiary studies.The position required the collation of daily payments (cash, cheque, credit card and EFT payments), as well as phoning public and private health organisations to facilitate payment of outstanding accounts.
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  • Device Technologies
    Internal Auditor
    Device Technologies Jan 2007 - Aug 2007
    Sydney, Australia
    Temporary position as part of university study requirements to obtain work experience in finance/accounting related fields. This role entailed reviewing current policies and procedures within Device Technologies and formulating a more cost effective or productive process. Key achievements included:- Excessive expense reductions (up to $50,000 per year).- Renegotiating supplier contracts.- Incorrect order processing correction.- Write off and product sampling reduction.- Review of Superannuation provider for the company.- Supply chain optimisation.
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Blake Conde Cfp® Skills

Banking Credit Risk Financial Risk Credit Commercial Banking Management Finance Financial Analysis Risk Management Loans Strategic Financial Planning Financial Services Credit Analysis Accounting Analysis Accounts Receivable Business Strategy Investments Superannuation Self Managed Superannuation Funds Budgeting Insurance Retirement Planning

Blake Conde Cfp® Education Details

Frequently Asked Questions about Blake Conde Cfp®

What company does Blake Conde Cfp® work for?

Blake Conde Cfp® works for Financial Decisions

What is Blake Conde Cfp®'s role at the current company?

Blake Conde Cfp®'s current role is Partner and Financial Adviser at Financial Decisions.

What is Blake Conde Cfp®'s email address?

Blake Conde Cfp®'s email address is bc****@****.com.au

What schools did Blake Conde Cfp® attend?

Blake Conde Cfp® attended Financial Adviser Standards And Ethics Authority (Fasea), Financial Planning Association Of Australia, Kaplan Higher Education, University Of Technology, Sydney, Kaplan Higher Education, Australian Catholic University.

What are some of Blake Conde Cfp®'s interests?

Blake Conde Cfp® has interest in New Zealand (North And South Islands), Usa, Rugby Union And Skiing, Baseball, Cricket, South East Asia And South Pacific.

What skills is Blake Conde Cfp® known for?

Blake Conde Cfp® has skills like Banking, Credit Risk, Financial Risk, Credit, Commercial Banking, Management, Finance, Financial Analysis, Risk Management, Loans, Strategic Financial Planning, Financial Services.

Who are Blake Conde Cfp®'s colleagues?

Blake Conde Cfp®'s colleagues are Wade Stanley, Ben Mitchell, Edward Revis, Janet Yeung, Tim Brosnan, Rhonda Corbitt, Albert Lee.

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