Brian Allen

Brian Allen Email and Phone Number

Implementation Specialist and Paraplanner @ Toro Wealth
Gold Coast, QLD, AU
Brian Allen's Location
Greater Brisbane Area, Australia
Brian Allen's Contact Details

Brian Allen work email

Brian Allen personal email

n/a
About Brian Allen

Experienced Client Service Manager and Paraplanner with a demonstrated history of working in the banking and financial planning industry. Strong finance professional with a Advanced Diploma focused in Financial Planning from Kaplan Professional.

Brian Allen's Current Company Details
Toro Wealth

Toro Wealth

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Implementation Specialist and Paraplanner
Gold Coast, QLD, AU
Website:
torowealth.com.au
Employees:
16
Brian Allen Work Experience Details
  • Toro Wealth
    Implementation Specialist And Paraplanner
    Toro Wealth
    Gold Coast, Qld, Au
    View
  • Insight Financial Advisers
    Client Service Manager / Paraplanner
    Insight Financial Advisers Jul 2024 - Present
    Varsity Lakes, Queensland, Australia
  • Crest Wealth
    Paraplanner / Client Service Officer
    Crest Wealth Jun 2018 - May 2024
    Broadbeach
    View
  • Advicewrite Pty Ltd - Gold Coast
    Paraplanner
    Advicewrite Pty Ltd - Gold Coast May 2017 - May 2018
    Surfers Paradise
  • Headon Financial Planning
    Director Of Client Services
    Headon Financial Planning Sep 2012 - May 2017
    Robina, Australia
    View
  • Macnaught & Associates
    Client Service Manager
    Macnaught & Associates Mar 2011 - Sep 2012
    Southport, Australia
  • Fitzpatricks Dealer Group
    Client Service Manager
    Fitzpatricks Dealer Group 2008 - 2011
    Coolangatta, Australia
    View
  • Dalton Nicol Reid
    Adviser Services
    Dalton Nicol Reid Feb 2008 - Dec 2008
    Brisbane, Australia
    View
  • Computershare
    Project Co-Ordinator – Investor Services
    Computershare Dec 2006 - Nov 2007
    Brisbane, Australia
    View
  • Citi
    Global Custody – International Corporate Actions
    Citi Jul 2000 - Jul 2006
    London, United Kingdom
    View
  • Deutsche Bank
    Global Custody – International Corporate Actions
    Deutsche Bank Apr 1999 - May 2000
    London, United Kingdom
    View
  • Rbs Markets & International Banking
    Third Party Administration
    Rbs Markets & International Banking Mar 1999 - Apr 1999
    London, United Kingdom
    View
  • State Street
    Corporate Actions
    State Street Aug 1998 - Dec 1998
    London, United Kingdom
    View
  • Bank Of Queensland
    Central Processing
    Bank Of Queensland Jan 1994 - Apr 1998
    Brisbane, Australia
    View

Brian Allen Skills

Banking Management Process Improvement Customer Service Investments Financial Services Account Management Team Building Client Services Team Leadership Project Management Operations Management Risk Management Corporate Actions Microsoft Excel Microsoft Office Loans Retail Banking Wealth Management Insurance Superannuation Credit Customer Satisfaction Microsoft Word Global Custody Wealth Portfolio Management Strategic Financial Planning Financial Advisory Financial Planning Estate Planning Pensions

Brian Allen Education Details

  • Kaplan Professional
    Kaplan Professional
    Financial Planning
  • Kaplan
    Kaplan
    Diploma Fp, Financial Planning
  • Rochedale State High School
    Rochedale State High School

Frequently Asked Questions about Brian Allen

What company does Brian Allen work for?

Brian Allen works for Toro Wealth

What is Brian Allen's role at the current company?

Brian Allen's current role is Implementation Specialist and Paraplanner.

What is Brian Allen's email address?

Brian Allen's email address is br****@****.com.au

What schools did Brian Allen attend?

Brian Allen attended Kaplan Professional, Kaplan, Rochedale State High School.

What skills is Brian Allen known for?

Brian Allen has skills like Banking, Management, Process Improvement, Customer Service, Investments, Financial Services, Account Management, Team Building, Client Services, Team Leadership, Project Management, Operations Management.

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