Dane Pymble Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Own Financial Planning work with time poor professionals and business owners in their 40s & 50s, who are unsure of their next steps, gain clarity and confidence with their money.My journey into goals-based financial planning began on the investment side, serving on an investment committee for a large fund manager, where I was part of a team responsible for over $1.5B of client funds. While I loved funds management, what I often saw was lacking in the client experience was the purpose for why people invested. How was implementing a certain investment strategy going to change their lives? What goal was it working them towards? That’s what led me to Financial Planning – People & their relationship with Money.Combining my investment management experience with my business partner's Aadil's expertise in designing systems and processes for executives of global companies as a management consultant, and also having been the product himself of good goals-based advice, we founded Own Financial Planning.What drives us every day is the satisfaction we get from seeing our clients achieve their financial and lifestyle goals.Our approach is collaborative, both with each other and our clients. Helping to ensure a more personalised and solid financial plan.

Sydney, Australia

Why UsFlack Group’s unique approach to investment markets is based on our understanding of the long-term cycles of Credit Markets, Asset Prices, Technology and The Effortless Advantage and how they work together to drive our economy and investment markets. Our knowledge of cycles and how asset markets move in and out of favour allows us to take advantage when assets are both over and under-priced.Economic Cycle Action PlanWe are experts in understanding, interpreting and predicting the economy. We developed our Economical Cycle Action Plan to provide a framework for our short and long term investment decision making. By using the Economic Cycle Action Plan we can take the right action at the right time allowing us to time our investment decisions. We can be prepared for what will happen next and will not be caught by surprise.EducationWith the long-held belief that education is at the core of great investment decision making. Flack Group offers a range of courses, workshops and tools delivering information on both the property and equity markets. Your ability to make the best Investment decisions will grow as your knowledge increases.

Director @ Infinitas Asset ManagementInfinitas Asset Management is an independent, boutique financial adviser and investment manager.At the core of our investment philosophy is a commitment to invest mindfully and with care. We focus on the generation of income from secure investments and are conservative guardians of our clients’ hard-earned capital.Our clients include private individuals, family offices, self-managed superannuation funds, foundations and not-for-profit groups. We welcome new advisory clients with $1m+ of superannuation or investment money to invest using our separately managed accounts (SMA) or clients with $5m+ in our individually managed accounts (IMA).Other investors and advisors acting on their behalf can benefit from the competitive performance of Infinitas’ range of SMAs available on Macquarie Wrap, SmartWrap & Emerald Wrap platforms.★Contact me★ +61 (02) 8252 3203 dpymble@infinitasmgt.com.au

Infinitas Capital was established in September 2010 to meet what can be considered to be a poorly serviced area of the market, that is corporate advice for SME’s.

Managed a client service team of 4 that was responsible for servicing a client base of over 1000 investors with over $2B of FUM in the BT Private Portfolio Management Service (PPM).I also had active involvement in the construction of model portfolios for the PPM client base.

Assisting Portfolio Manager. Role included handling all administrative requirements including dealing with share registries, cash management trust providers and broking firms on behalf of the client. Providing clients with annual taxation reports and preparation of portfolio updates. I was also involved in researching companies that would be suitable for our client base to invest in.