Daniel Ellis

Daniel Ellis Email and Phone Number

Associate at Carrick Aland Pty Ltd @ Carrick Aland
australia
Daniel Ellis's Location
Dalby, Queensland, Australia, Australia
Daniel Ellis's Contact Details

Daniel Ellis work email

Daniel Ellis personal email

n/a

Daniel Ellis phone numbers

About Daniel Ellis

Experienced Financial Planner with a demonstrated history of working in the finance / accounting industry. Skilled in Portfolio Management, Customer Service, Financial Planning, Customer Relationship Management (CRM), and Asset Management. Strong business development professional with a Graduate Diploma of Financial Planning from Kaplan Education and a Bachelor of Commerce (B.Com.) focused in Finance from University of Southern Queensland.

Daniel Ellis's Current Company Details
Carrick Aland

Carrick Aland

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Associate at Carrick Aland Pty Ltd
australia
Website:
carrickaland.com.au
Employees:
17
Daniel Ellis Work Experience Details
  • Carrick Aland
    Associate Partner
    Carrick Aland Jul 2018 - Present
    Queensland, Australia
    View
  • Carrick Aland Wealth Planning Pty Ltd
    Senior Financial Planner
    Carrick Aland Wealth Planning Pty Ltd Jan 2014 - Present
    Dalby
    Specialising in providing personal risk protection, superannuation, investment and cash flow advice, particularly to younger clients starting out on their financial journey and rural clients that have unique personal insurance needs.
    View
  • Carrick Aland
    Client Services Manager
    Carrick Aland Nov 2007 - Present
    Work in the Financial Planning Department managing Client enquiries
    View
  • Coles
    Deli Boy
    Coles Oct 2003 - Nov 2007
    View

Daniel Ellis Skills

Financial Planning Wealth Management Financial Services Investments Finance Retirement Planning Superannuation Strategic Financial Planning Portfolio Management Retirement Asset Management Investment Strategies Crm Wealth Customer Service Financial Advisory Management Insurance Investment Advisory

Daniel Ellis Education Details

  • University Of Southern Queensland
    University Of Southern Queensland
    Finance, General
  • Pinnacle Financial Services
    Pinnacle Financial Services
    Financial Planning And Services

Frequently Asked Questions about Daniel Ellis

What company does Daniel Ellis work for?

Daniel Ellis works for Carrick Aland

What is Daniel Ellis's role at the current company?

Daniel Ellis's current role is Associate at Carrick Aland Pty Ltd.

What is Daniel Ellis's email address?

Daniel Ellis's email address is de****@****.com.au

What is Daniel Ellis's direct phone number?

Daniel Ellis's direct phone number is +614293*****

What schools did Daniel Ellis attend?

Daniel Ellis attended University Of Southern Queensland, Pinnacle Financial Services.

What skills is Daniel Ellis known for?

Daniel Ellis has skills like Financial Planning, Wealth Management, Financial Services, Investments, Finance, Retirement Planning, Superannuation, Strategic Financial Planning, Portfolio Management, Retirement, Asset Management, Investment Strategies.

Who are Daniel Ellis's colleagues?

Daniel Ellis's colleagues are Emma Ingleton, Shakira E., Lian Tisdell, Pauly Poulsen, Kent Gripske, Daniel Bartkowski, Jenny Lambley.

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