Dan King Email and Phone Number
I am recent graduate with aspirations of becoming a private wealth advisor.I am looking to start my career at a private wealth/stock broking firm with a focus on equities markets.I have a passion for equities and have been managing my trading portfolio for the past 4 years.I am highly active, have a passion for health & fitness and am a scratch handicap golfer.
Financial Framework
View- Website:
- financialframework.com.au
- Employees:
- 15
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Client Liason OfficerFinancial Framework Aug 2024 - PresentLeederville, Western Australia, AustraliaSupport senior advisors to implement advice across managed investment funds, superannuation, pension and bespoke portfolios in line with compliance regulations -
Operations AssistantCollier Park Golf Course Apr 2018 - PresentSouth Perth, Western Australia, AustraliaDelivered specialist advice to customers, consistently demonstrated a high level of service and led group coaching clinics of all age groups from beginner to advancedHandled back office tasks- banking, accounts receivable, invoicing and inventory using Xero -
Winter InternCork Asset Management Aug 2022 - Sep 2022Worked with the investment advisory team to analyse asset allocation, tax structuring and investment strategies of client portfolios to ensure they fitted within the client’s objectives, risk profile and portfolio restrictions
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Winter InternCurtin Sustainability Challenge Jun 2022 - Jul 2022Selected from thousands of entrants to work in a multi-disciplinary team with industry partner Fremantle Dockers to develop and showcase a project solution to specific sustainability problems at Cockburn ARC facility
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Proshop StaffRoyal Perth Golf Club Inc Jan 2019 - Dec 2021South Perth, Western Australia, AustraliaHandled all member enquiries, course marshalling and proshp operations -
Support AssociateDisability Support Nov 2013 - Dec 2021Supported clients with disabilities including Autism to Down syndromeDeveloped and implemented inclusive measures to support clients to participate socially in the community
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Independent AssociateUsana Health Sciences Jul 2010 - Jul 2015Recruited 150 people locally and internationally producing AU$125,000+ in product salesExcelled at public speaking, including presentations at His Majesties, Hyatt, NovatelDeveloped training systems for associates resulting in a 50% increase in the customer baseTravelled internationally to promote the brand, develop relationships and engage in training
Dan King Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about Dan King
What company does Dan King work for?
Dan King works for Financial Framework
What is Dan King's role at the current company?
Dan King's current role is CLO Financial Framework | BCOM Finance graduate | Studying Graduate Diploma in Financial Planning.
What schools did Dan King attend?
Dan King attended Curtin University, Curtin University.
Who are Dan King's colleagues?
Dan King's colleagues are Carolyn Mcconnaughty, Christine Morgan, Ben Mooney, Jay Brennan, Steven Neal, Daniel Hewitt, Michelle Saxton.
Not the Dan King you were looking for?
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Dan King
Helping Others To Cross The Chasm Between Technology And Business, For The Good Of The World.Clifton Hill, Vic1hotmail.com -
1foxtel.com.au
2 +614079XXXXX
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2 +614123XXXXX
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