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Dane Williams Email & Phone Number

Senior Client Service Officer at Stonehouse Wealth Management
Location: Gold Coast, Queensland, Australia 11 work roles
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✓ Verified Jul 2026 2 data sources Profile completeness 71%

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Role
Senior Client Service Officer
Location
Gold Coast, Queensland, Australia
Company size

Who is Dane Williams? Overview

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Quick answer

Dane Williams is listed as Senior Client Service Officer at Stonehouse Wealth Management, a with 35 employees, based in Gold Coast, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Dane Williams.

Dane Williams previously worked as Customer Service Officer - Financial Planning at O'Brien Accountants & Advisors and Client Support Officer at O'Brien Accountants & Advisors.

Company email context

Email format at Stonehouse Wealth Management

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Stonehouse Wealth Management

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Profile bio

About Dane Williams

Since moving to Australia over ten years ago, my experience spans multiple industries including Professional Services, Finance, Medical and Hospitality. I have worked in customer service, support/administrative and supervisory roles. I am adept in working autonomously and motivated to self-lead yet have proven extensive experience working collaboratively as part of a team. I have clear communication skills, both written and verbal, and an ability to quickly adapt to differing environments and challenges. Being described as ‘professional with a willingness to help’ I am a natural problem solver with an ability to think on the spot. I play an integral role in supporting clients and my team, implementing new systems and processes, streamlining efficiencies; and always looking for ways to make improvements. I am actively invested in corporate social responsibility; having established and currently lead an environmental team with my colleagues which has implemented several initiatives within the workplace creating positive outcomes by reducing our impact on the environment.I am detail orientated, enthusiastic, quick to learn, a multitasker, problem solver and team player; flexible, highly motivated, punctual, adaptable and professional. I have a natural ease in client engagement, am adept in compliance management and an experienced process implementor. Software skills include Microsoft Office, Xplan, Xero, FYI, iFirm, DocuSign and Annature.Outside of work my interests include travel and sport, in particular soccer both as a spectator and playing five a side. I enjoy exploring the Gold Coast having recently relocated, I also don’t mind a good reality TV series.

Current workplace

Dane Williams's current company

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Stonehouse Wealth Management
Stonehouse Wealth Management
Senior Client Service Officer
Gold Coast, QLD, AU
Employees
35
AeroLeads page
11 roles

Dane Williams work experience

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Customer Service Officer - Financial Planning

Ivanhoe, Vic, Au

I apply my extensive administrative knowledge and skills to support the Financial Planning Advisors in efficient delivery of client services. I oversee and execute preparation of correspondence to and on behalf of clients, liaise with insurance underwriters and maintain detailed financial data for clients.

Apr 2023 - Sep 2024

Supervisor

South Yarra, Vic, Au

Jan 2018 - May 2021

Practice Administrator

Dr. Woodward
Oct 2015 - Dec 2019

Receptionist / Night Staff

Apr 2012 - Jan 2013

Sales Promoter

Tucson, Arizona, Us

Apr 2012 - Jan 2013

Dining Room Server

Hunstman Carvery
Jul 2009 - Nov 2011
Team & coworkers

Colleagues at Stonehouse Wealth Management

Other employees you can reach at stonehousegroup.com.au. View company contacts for 35 employees →

FAQ

Frequently asked questions about Dane Williams

Quick answers generated from the profile data available on this page.

What company does Dane Williams work for?

Dane Williams works for Stonehouse Wealth Management.

What is Dane Williams's role at Stonehouse Wealth Management?

Dane Williams is listed as Senior Client Service Officer at Stonehouse Wealth Management.

Where is Dane Williams based?

Dane Williams is based in Gold Coast, Queensland, Australia while working with Stonehouse Wealth Management.

What companies has Dane Williams worked for?

Dane Williams has worked for Stonehouse Wealth Management, O'Brien Accountants & Advisors, Schnitz, Dr. Woodward, and Greene King Brewery.

Who are Dane Williams's colleagues at Stonehouse Wealth Management?

Dane Williams's colleagues at Stonehouse Wealth Management include Declan Baker, Phoebe Mumbray, Kane Livingstone, David Peck, and Oliver Jenner.

How can I contact Dane Williams?

You can use AeroLeads to view verified contact signals for Dane Williams at Stonehouse Wealth Management, including work email, phone, and LinkedIn data when available.

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