Client Liason Officer
CurrentSupport senior advisors to implement advice across managed investment funds, superannuation, pension and bespoke portfolios in line with compliance regulations
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Dan King is listed as CLO Financial Framework | BCOM Finance graduate | Studying Graduate Diploma in Financial Planning at Financial Framework, a with 15 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Dan King.
Dan King previously worked as Client Liason Officer at Financial Framework and Operations Assistant at Collier Park Golf Course. Dan King holds Bachelor Of Commerce - Bcom, Finance, General from Curtin University.
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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.
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Leederville, Western Australia, Australia
Support senior advisors to implement advice across managed investment funds, superannuation, pension and bespoke portfolios in line with compliance regulations
South Perth, Western Australia, Australia
Delivered 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
Worked 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
Selected 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
South Perth, Western Australia, Australia
Handled all member enquiries, course marshalling and proshp operations
Supported clients with disabilities including Autism to Down syndromeDeveloped and implemented inclusive measures to support clients to participate socially in the community
Recruited 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
Other employees you can reach at financialframework.com.au. View company contacts for 15 employees →
Marie Celine Monique Morano
Colleague at Financial FrameworkButuan, Caraga, Philippines
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SP
Stephen Phillips Fchfp
Colleague at Financial FrameworkGreater Perth Area, Australia
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JH
Joshua Hummerston
Colleague at Financial FrameworkWest Leederville, Western Australia, Australia
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CM
Carolyn Mcconnaughty
Colleague at Financial FrameworkPerth, Western Australia, Australia
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MS
Michelle Saxton
Colleague at Financial FrameworkPerth, Western Australia, Australia
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JB
Jay Brennan
Colleague at Financial FrameworkWest Leederville, Western Australia, Australia
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CM
Christine Morgan
Colleague at Financial FrameworkGreater Perth Area, Australia
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DH
Daniel Hewitt
Colleague at Financial FrameworkMount Hawthorn, Western Australia, Australia
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BM
Ben Mooney
Colleague at Financial FrameworkGreater Perth Area, Australia
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SC
Scott Curren
Colleague at Financial FrameworkPerth, Western Australia, Australia
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Weighted Average Marks Core FIN/INV units 83.5% Overall 71.46% 4 letters of commendation
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Dan King works for Financial Framework.
Dan King is listed as CLO Financial Framework | BCOM Finance graduate | Studying Graduate Diploma in Financial Planning at Financial Framework.
Dan King is based in Greater Perth Area, Australia while working with Financial Framework.
Dan King has worked for Financial Framework, Collier Park Golf Course, Cork Asset Management, Curtin Sustainability Challenge, and Royal Perth Golf Club Inc.
Dan King's colleagues at Financial Framework include Marie Celine Monique Morano, Stephen Phillips Fchfp, Joshua Hummerston, Carolyn Mcconnaughty, and Michelle Saxton.
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Dan King holds Bachelor Of Commerce - Bcom, Finance, General from Curtin University.
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