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Daniel Bryant is listed as Relationship Manager at ARC Global Wealth, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Bryant.
Daniel Bryant previously worked as Financial Advisor at Barnett Financial Planning Pty Ltd and Financial Advisor at Pride Advice. Daniel Bryant holds Diploma Of Finance And Mortgage Broking Management from Kaplan.
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I am a solutions-focused professional with over 13 years of experience in the Finance and Banking Industry, specialising in the Financial Advice and Planning sector. In this opportunity, I am in a challenging role where I fully utilise my skillset and experience to deliver exceptional financial advisory and mortgage broking services.What I can bring to your Business:My tenure in the industry has been marked by significant achievements and progressive responsibilities. At Barnett Financial Planning, I executed client meetings with precision, honing my AdviserLogic skills and strengthening relationships with a diverse clientele base. This trend of excellence was consistent across my roles at Price Advice and Capital Results, where I collaboratively managed large client books, offered tailored portfolio recommendations, and provided expertise in servicing higher net-worth client bases. As a Senior Financial Advisor at Planpack Financial, I spearheaded initiatives that contributed to the firm winning AMP's prestigious Blue Award in 2018. My journey from an Operations Administrator to a respected Financial Advisor speaks volumes of my dedication, continuous learning, and consistent performance.How I can deliver proven results for your Business:My technical competencies include utilising AdviserLogic and XPlan for in-depth portfolio modelling and implementing strategies tailored to client needs. My prowess in analysing investment markets and managing client consultations, sets me apart. With a deep understanding of SMSF administration and crafting clear Statements of Advice (SOA), I am poised to offer well-informed, strategic insights that cater to diverse client needs.Coupled with my technical expertise, my interpersonal skills, problem-solving, and adaptability have consistently fostered positive client relationships. My ethical judgment and teamwork capabilities have enabled me to contribute meaningfully to organisational goals and mentor upcoming talents in the industry. My educational background, which includes a Bachelor of Commerce and Bachelor of Economics from The University of New South Wales, and certifications from Kaplan and the Financial Planning Association, have been the bedrock of my advisory expertise. I have now taken the next step in my career by also completing my Diploma of Finance and Mortgage Broking Management as I upskill in becoming a mortgage broker.Contact me! Via LinkedIn chat or the email below....Email: daniel_bryant_9@hotmail.com
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Rhodes Nsw
Conducting strategy development and research for home loan recommendations. Administrative duties for loan applications including preparing strategy documents and interest rate reviews.Conducting market research and administration for wholesale investment clients.Commencing mortgage broking from mid 2024 along with providing Life insurance advice to retail clients.
Castle Hill, New South Wales, Australia
• Executed insightful client meetings and led comprehensive portfolio strategy development• Undertook AdviserLogic-based portfolio and insurance strategy modelling with precision• Assisted in thorough client file administration, including drafting Service Agreements and Fee Disclosure Statements• Actively demonstrated advanced robust critical thinking and innovative problem-solving capacities• Consistently enhanced techniques in proficiently handling client objections• Successfully obtained 100% new client service agreement signings with ease• Nurtured relationships with both 'Mum and Dad' clients and Higher Net Worth clients, including SMSFs and Family Trusts
Sydney, New South Wales, Australia
• Carefully reviewed client portfolios and identified lucrative advice opportunities• Created in-depth recommendations on portfolio rebalancing, new investments, and recontribution strategies using XPlan• Collaborated efficiently with accountants on diligent SMSF administration & pension drawdown requirements• Proactively assisted in client file administration and crafting Service Agreements• Utilised advanced knowledge of intricate bond markets and detailed SMSF administration• Improved proficiency with diverse Xplan tasks and threads• Effectively managed the smooth servicing of departing advisor's clients• Fostered relationships with other professionals such as accountants, to provide cohesive advice to clients
Sydney, New South Wales, Australia
• Collaboratively managed a large client book with the proactive practice principal• Reviewed and provided tailored recommendations on client portfolios, investments, & insurances using XPlan• Enhanced client communication by elucidating comprehensive portfolio management approaches• Broadened knowledge in bespoke financial strategy customisation• Assisted in presenting portfolio and recommendation rationales to clients• Cultivated a strong partnership with practice principal in co-servicing clients• Regularly shared insights with the principal to ensure aligned and consistent client servicing• Drove client education initiatives, ensuring they fully understood the rationale behind financial strategies
North Parramatta, New South Wales, Australia
• Spearheaded insightful client meetings, annual reviews, and detailed SOA presentations• Initiated strategy meetings focused on SOA recommendations with committed planners and staff• Revised and improved the holistic advice formulation processes• Conducted self-audits with a keen eye for quality assurance, passing all comprehensive AMP audits• Contributed significantly to the practice receiving the prestigious Blue Award by AMP in 2018• Mentored junior financial advisors, sharing expertise and best practices• Reliably achieved annual revenues of $150,000 in both 2018 and 2019
Rhodes, New South Wales, Australia
• Offered specialised advice on contributions, unique investments, and robust insurances• Expanded skill set to provide insightful 'Transition-to-Retirement' advice upon promotion• Developed and presented scaled intra-fund advice for diverse superannuation members• Catered to renowned superannuation funds such as REST, Prime, and AMIST• Specialised in establishing Account Based Pensions for valued clients• Enhanced services by constantly updating knowledge on superannuation regulations and trends• Established strong rapport with superannuation fund members, ensuring they received optimal advice
Rhodes, New South Wales, Australia
• Expertly handled diverse superannuation fund member inquiries via phone• Managed escalations as a trusted subject matter expert for challenging calls• Oversaw call monitoring to train and elevate staff performance levels• Addressed concerns regarding both accumulation and intricate defined benefit funds• Provided guidance and continuous assistance to other dedicated team members• Streamlined call processes and facilitated continuous improvement through feedback
Sydney, New South Wales, Australia
• Managed phone-based queries and detailed cases for Cash Management Account clients effectively• Ensured timely follow-ups on complex administration cases• Coordinated and transferred calls to specialised departments for advanced support• Delivered consistent, high-quality client service
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Daniel Bryant works for ARC Global Wealth.
Daniel Bryant is listed as Relationship Manager at ARC Global Wealth.
Daniel Bryant is based in Sydney, New South Wales, Australia while working with ARC Global Wealth.
Daniel Bryant has worked for Arc Global Wealth, Barnett Financial Planning Pty Ltd, Pride Advice, Capital Results, and Planpack Financial.
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Daniel Bryant holds Diploma Of Finance And Mortgage Broking Management from Kaplan.
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