Daniel Forrest Email & Phone Number

Sydney, New South Wales, Australia

Australia

Drive Westpac Group’s Indigenous Strategy and Engagement, with a focus on improving outcomes for Aboriginal and Torres Strait Islander peoples. Accountable for delivering the Westpac Group Reconciliation Action Plan (RAP), ensuring commitments are effectively embedded across the Group. Engage stakeholders and champion initiatives to empower Aboriginal and Torres Strait Islander peoples and create societal change. Working collaboratively to deliver outcomes that build a culturally capable workforce and a strong internal Indigenous community to underpin and sustain the attraction and retention of Indigenous talent including strengthening career pathways.

Barangaroo, Nsw, Australia

Sydney, New South Wales, Australia

Reviewed and assessed complex cases through research and problem solving to determine an outcome for the business and customers in line with project methodology, legislative and policy guidelines.Established processes to ensure end to end case management efficiency.Demonstrated highly developed written and verbal communication skills to clearly articulate complex scenarios for management approval.Coached and provided training for case review and processes.

Sydney, Australia

Provided Pre- vet capabilities by constructing compliance reports to external Financial Advisors adhering to Regulatory and Policy requirements to ensure corporate functions in a legal and ethical manner while meeting its business goals.

Provided Financial Planning advice to clients based on their needs, goals, and lifestyle.

Monitored and reviewed company’s project activities to ensure that they were brought to completion within scheduled period and budget through effective Financial and Stakeholder Management.Organised logistics and production arrangements for Journalists and crews and perform regular maintenance review of equipment.

Worked directly with clients and businesses in order to help them navigate the world of their personal finances.

Brisbane, Australia

Provided credit analysis, asset finance and loan assessments to corporations, small business and individuals

Brisbane, Australia

Responsibilities:• Develop and grow the business client base• Analyse client needs and investment opportunities• Build client relationships based on strategies to meet individual financial goals• Market and promote financial services and products • Prepare and deliver presentations to potential clients• Produce regular business financial reports

Diploma Of Financial Services, Financial Planning And Services

Advanced Diploma Of Financial Services, Financial Planning And Services