Daniel Forrest Email and Phone Number
Daniel Forrest work email
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Daniel Forrest personal email
Indigenous Partnership Lead in Corporate Services (Group Procurement) previously Program Manager (HR Enterprise Portfolios). Extensive experience in Remediation, Compliance, Quality Assurance and more than 10 years in the Financial Planning industry. An in-depth knowledge of investments, insurance, superannuation strategies, SMSF, Aged Care and Compliance Regulation knowledge and reporting.Excellent communications skills with an ability to communicate complex data and information into easy-to-understand terms with a proven ability to work in both a team environment and individually.Daniel Forrest Expertise: Procurement, Leadership, Program Delivery, Financial Planning, Quality Assurance, business Analyst Regulatory Compliance, Problem Solving, Process Improvement
Westpac Group
View- Website:
- westpac.com.au
- Employees:
- 29965
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Indigenous Partnership Lead, Corporate Services, ProcurementWestpac Group Jul 2023 - PresentSydney, New South Wales, Australia
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Program Manager Rap -Hr PortfoliosWestpac Group Sep 2022 - Jul 2023AustraliaDrive 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.
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Senior Business AnalystWestpac Group Oct 2021 - Aug 2022Barangaroo, Nsw, Australia
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Senior Remediation ManagerBt Oct 2019 - Oct 2021Sydney, New South Wales, AustraliaReviewed 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. -
Quality Assurance Compliance AnalystBig 4 Consultancy Firm Aug 2018 - Oct 2019Sydney, AustraliaProvided 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. -
Senior Financial AdvisorUrban Financial Services Sep 2012 - May 2018Provided Financial Planning advice to clients based on their needs, goals, and lifestyle.
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Unit Manager, Project Management – Sbs/ Nitv NewsSpecial Broadcasting Service (Sbs) Australia Mar 2009 - Sep 2012Monitored 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. -
Financial AdvisorGoldsworthy Investments Pty Ltd Aug 2005 - Mar 2009Worked directly with clients and businesses in order to help them navigate the world of their personal finances. -
Business Development OfficerCommonwealth Bank Finance Company (Cbfc) 2003 - 2005Brisbane, AustraliaProvided credit analysis, asset finance and loan assessments to corporations, small business and individuals
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Financial AdvisorOwner Operator 2001 - 2003Brisbane, AustraliaResponsibilities:• 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
Daniel Forrest Skills
Daniel Forrest Education Details
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Financial Planning And Services -
Nsw Vocational Education And Training Accreditation BoardFinancial Planning And Services
Frequently Asked Questions about Daniel Forrest
What company does Daniel Forrest work for?
Daniel Forrest works for Westpac Group
What is Daniel Forrest's role at the current company?
Daniel Forrest's current role is Indigenous Partnership Lead | Procurement | Leadership | Program Management | |Regulatory Compliance..
What is Daniel Forrest's email address?
Daniel Forrest's email address is da****@****.com.au
What schools did Daniel Forrest attend?
Daniel Forrest attended Deakin University, Nsw Vocational Education And Training Accreditation Board.
What are some of Daniel Forrest's interests?
Daniel Forrest has interest in Investments, Art And Music, Snow Skiing, Reading, Economics, Hiking, Swimming, Golf.
What skills is Daniel Forrest known for?
Daniel Forrest has skills like Superannuation, Insurance, Income Protection, Critical Illness, Investments, Asset Allocation, Bonds, Strategic Financial Planning, Financial Services, Retirement Planning, Leadership, Portfolio Management.
Who are Daniel Forrest's colleagues?
Daniel Forrest's colleagues are Adam Burness, Sam Herman, Mitch Neems, Daniella Hammond, Perry Sim, Chris Beecher, Caitlin Clark.
Not the Daniel Forrest you were looking for?
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1health.qld.gov.au -
Daniel Forrest
Pennant Hills, Nsw -
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