Dan Ryan Email & Phone Number

Bundall, Queensland, Australia

Varsity Lakes

Paraplanning/Super/Investment/SMSF/Risk

Tweed Heads

Paraplanning role involving the development of complex SOA's for investments, superannuation, SMSF's and risk insurance. Liaising with Advisors on all aspects of the planning process and ensuring compliance with relevant policy and legislative requirements. Researching products as required and liaising with product providers to ensure validity of information within statements. Providing timely feedback to the team in regard to workflow to allow deadlines to be met. Contributing to the template development process by providing consistent feedback to allow continual improvements to our systems and adherence to relevant compliance frameworks.

Lismore, Nsw

Business services role that involved processing individual tax returns, sole traders, partnerships, companies and Self-Managed Super funds. Assisting businesses and individuals with advice and BAS, ensuring compliance within relevant taxation frameworks.

Brisbane Area, Australia

- Reconciling using Xero - Invoicing all members as scheduled and to meet special requests- Produce Special purpose financial reports for Executive Committee for decision making purposes- Accounts receivable- Accounts payable- Setup of EFT and Direct Debit - Setup of EziDebit - Provide advice and assist in decision making as part of Executive Committee for the best interests of members - Provide advice to members on workplace issues and refer to relevant delegates as required- Use Microsoft Word, Excel, PowerPoint to generate useful information- Work as part of a multidisciplinary Executive team

Brisbane Youth Detention Centre

- Safely and securely implement and maintain the safety and security requirements of the centre and ensure they are applied to young people in detention and visitors, in accordance with Centre policies and procedures- Provide effective service delivery to clients in the detention environment- Work in a team to deliver a range of services and programs to young people from diverse social and cultural backgrounds- Prepare reports and records in an accurate and timely manner- Understand the development needs of adolescents and apply appropriate interventions to effectively manage behaviour- Communicate effectively and sensitively with Aboriginal & Torres Strait Islander people's and have a sound knowledge of the issues that impact upon them in contemporary society- Provide all necessary assistance during emergency situations, this may include attendance and operation of the SMS or other related equipment, operational and critical incidents to be incorporated- Assume role of Gym Facilitator when required

Graduate Diploma Of Financial Planning

Graduate Diploma of Financial Planning

Bachelor Of Business, Accounting And Finance

Pass