AeroLeads people directory · profile
Daniel Friend Email & Phone Number
Senior Financial Planner | BT Advice
at
BT Financial Group
1 work email found
@integralprivatewealth.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner | BT Advice
Location
Greater Brisbane Area, Australia
Who is Daniel Friend? Overview
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Quick answer
Daniel Friend is listed as Senior Financial Planner | BT Advice at BT Financial Group, based in Greater Brisbane Area, Australia. AeroLeads shows a work email signal at integralprivatewealth.com.au and a matched LinkedIn profile for Daniel Friend.
Daniel Friend previously worked as Principal Advisor at Integral Private Wealth and Senior Wealth Advisor | Sports and Entertainment Division at Westpac. Daniel Friend holds Bachelor'S Degree, Business/Commerce, General from Griffith University.
Company email context
Email format at BT Financial Group
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{first}@integralprivatewealth.com.au
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AeroLeads found 1 current-domain work email signal for Daniel Friend. Compare company email patterns before reaching out.
Profile bio
About Daniel Friend
Helping people work towards financial independence through wealth planning and management is my passion. Every clients’ financial position is unique and requires a demonstrated understanding of your current situation, goals and objectives for the future. I really enjoy the client consultation process and getting to understand clients’ goals and objectives by mapping out wealth accumulation strategies to sustain lifestyles through to retirement. Different stages of life also determine the best financial position for you at that time.Whether it’s saving to buy your first home, putting some structure into your superannuation, growing wealth and paying down debt or you’re a pre-retiree wanting to maximise your super in the short term, I have excellent customer testimonials and referrals which have enabled me to build and nurture long term clients and see them through these lifecycle stages.The fact I’m dealing with people’s savings and financial affairs does not escape me, and I take this very seriously. My approach is to treat clients’ investments like I would my own. I pride myself on delivering what we agree, and ensure I remove the ambiguity of any ‘what ifs’. Trusting me with financial options and advice to do the right thing can have a massive impact. We do this by making smart decisions together.I am fascinated by global markets and the impact that has on Australian portfolios. I like to consider each client and their investment strategy and work closely with you to move or invest based on market movements over a period of time.The greatest thank you and reward I receive is when clients refer me to their family and friends. I believe that taking your financial future into your own hands is essential to building smart wealth strategies that will set you and your family’s financial independence for years to come.
Listed skills include Portfolio Management, Wealth Management, Retirement Planning, Financial Services, and 1 others.
Current workplace
Daniel Friend's current company
Company context helps verify the profile and gives searchers a useful next step.
Bt Financial Group
Website
AeroLeads page
8 roles · 28 years
Daniel Friend work experience
A career timeline built from the work history available for this profile.
Principal Advisor
Senior Financial Planner | Bt Advice
Senior Wealth Advisor | Sports And Entertainment Division
Senior Financial Advisor
Responsible for selling Risk, Investments, Superannuation and Retirement planning products to Westpac Customers across the Coorparoo, Morningside and Annerley branches.Sales of Risk, Investment products, Superannuation productsSale of Margin Lending ProductsUse of Launchpad and COIN Software to write plansTraining of staff in Financial Planning productsTraining of staff in identifying key Financial Planning opportunities.
Jul 2006 - Jan 2011
Business Development Manager
Pearson Education is a FTSE 100 company and also has the distinguished title of being the World’s largest educational and media publishing company. Pearson EMA has an approximate Turnover of over £300 million pounds. I managed the Technology Products produced by the Higher Education division across Europe, Middle East and Scandinavia. This role is a business development role amounting to a total revenue of £20 million and specifically focused on selling to a diverse group of people including Heads of Dept, Deans of Faculties and Lecturers. The role also involved presenting products to customers, training customers and Reps on new and existing media products.Responsibilities included:-Sale of publishing software solutions to key persons including Heads of Dept, Deans.Training of Reps in use of Software programs & productsTraining of Customers in PE software productsSales Coaching and mentoring of Sales RepsDelivery of presentations/seminars to customersMarketing of Software and E-Learning products across EMAConduction of presentations and training to Reps at conferences and training daysDevelopment/Customisation of Technology Solutions for Customers
Feb 2004 - Feb 2006
Sales Representative
Pearson Jones Plc
Responsible for Sales of Educational products into the Irish and Northern Irish market.Responsibilities included:Sales of Academic Textbooks and educational solutions to lecturers Use of electronic media to sell and market Pearson Education textbooksManaging Key Bookshop AccountsClient Relationship ManagementPresenting Products to Customers and Buyers
Mar 2001 - Feb 2004
Human Resources Officer
Kr Darling Downs
Generalist HR role aimed at managing recruitment and training activities within the organisation.Responsibilities included:Training of Employees (Induction)Creation of Induction Training programTraining of staff in use of PPE etcManagement of Traineeship Program for new employeesRecruitment and Selection of EmployeesGrievance and Disciplinary ManagementDedicated Work Place, Health and Safety Officer
1999 - 2001
~2 yrs
Team & coworkers
Colleagues at BT Financial Group
Other employees you can reach at bt.com.au. View company contacts →
RL
Ravinesh Lal Dass
Colleague at Bt Financial GroupGreater Sydney Area, Australia
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AD
Andrew Davidson
Colleague at Bt Financial GroupGreater Sydney Area, Australia
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TS
Tara Sutton
Colleague at Bt Financial GroupGreater Brisbane Area, Australia
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SC
Silvana Cuzzi
Colleague at Bt Financial GroupGreater Melbourne Area, Australia
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LL
Lilian Loustau
Colleague at Bt Financial GroupGreater Sydney Area, Australia
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AC
Angela Curnow
Colleague at Bt Financial GroupGreater Adelaide Area, Australia
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JG
Jae Grimston
Colleague at Bt Financial GroupAdelaide, South Australia, Australia
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AP
Annette Powe
Colleague at Bt Financial GroupPerth, Western Australia, Australia
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SD
Sanjay Dewnath
Colleague at Bt Financial GroupGreater Sydney Area, Australia
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ED
Erin Dean
Colleague at Bt Financial GroupBurns Beach, Western Australia, Australia
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Ravinesh Lal Dass
Colleague at Bt Financial GroupGreater Sydney Area, Australia
View →
AD
Andrew Davidson
Colleague at Bt Financial GroupGreater Sydney Area, Australia
View →
TS
Tara Sutton
Colleague at Bt Financial GroupGreater Brisbane Area, Australia
View →
SC
Silvana Cuzzi
Colleague at Bt Financial GroupGreater Melbourne Area, Australia
View →
LL
Lilian Loustau
Colleague at Bt Financial GroupGreater Sydney Area, Australia
View →
AC
Angela Curnow
Colleague at Bt Financial GroupGreater Adelaide Area, Australia
View →
JG
Jae Grimston
Colleague at Bt Financial GroupAdelaide, South Australia, Australia
View →
AP
Annette Powe
Colleague at Bt Financial GroupPerth, Western Australia, Australia
View →
SD
Sanjay Dewnath
Colleague at Bt Financial GroupGreater Sydney Area, Australia
View →
ED
Erin Dean
Colleague at Bt Financial GroupBurns Beach, Western Australia, Australia
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1 education record
Daniel Friend education
FAQ
Frequently asked questions about Daniel Friend
Quick answers generated from the profile data available on this page.
What company does Daniel Friend work for?
Daniel Friend works for BT Financial Group.
What is Daniel Friend's role at BT Financial Group?
Daniel Friend is listed as Senior Financial Planner | BT Advice at BT Financial Group.
What is Daniel Friend's email address?
AeroLeads has found 1 work email signal at @integralprivatewealth.com.au for Daniel Friend at BT Financial Group.
Where is Daniel Friend based?
Daniel Friend is based in Greater Brisbane Area, Australia while working with BT Financial Group.
What companies has Daniel Friend worked for?
Daniel Friend has worked for Bt Financial Group, Integral Private Wealth, Westpac, Pearson, and Pearson Jones Plc.
Who are Daniel Friend's colleagues at BT Financial Group?
Daniel Friend's colleagues at BT Financial Group include Ravinesh Lal Dass, Andrew Davidson, Tara Sutton, Silvana Cuzzi, and Lilian Loustau.
How can I contact Daniel Friend?
You can use AeroLeads to view verified contact signals for Daniel Friend at BT Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Daniel Friend attend?
Daniel Friend holds Bachelor'S Degree, Business/Commerce, General from Griffith University.
What skills is Daniel Friend known for?
Daniel Friend is listed with skills including Portfolio Management, Wealth Management, Retirement Planning, Financial Services, and Financial Advisory.
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