Daniel Mclachlan Email & Phone Number

Epping, New South Wales, Australia

•Managing a portfolio of HNW Clients by providing a high level of service, developing relationships with them, being proactive, and being their first point of contact.•Liaising with advisers and providing feedback to make sure the best service possible is provided to clients.•Onboarding new clients, which can include applications and asset transfers, as well as ensuring that superannuation rollovers and contributions are completed within the required timeframes.•Implemention of both simple and complex financial advice strategies recommended by the advisers•Place share trades as requested by advisers.•Completing and providing clients with ongoing, regular reports.•Organizing and managing meetings and paperwork for regular client reviews.

Sydney, New South Wales, Australia

•Working on the high value client (HVC) desk to provide exceptional level of customer service to high net worth clients, build relationships and rapport while focusing on client retention and customer satisfaction.•Manage a trade debtors book following risk management policies.•Work closely with advisors and their teams through Ausiex’s wholesale broking product to provide outstanding service and proactively realizing any issues that arise with applications and their clients operational trading accounts.•Global equities specialist assisting clients with FX conversions and trading shares in over 25 international exchanges including Nasdaq, NYSE, LSE, HSE and TSE•Placing trades for clients including manual trades in excess of 3 million dollars in value including specialized orders such as iceberg orders.•Advising clients on current market conditions and quoting prices of traded securities as requested as well explaining technical aspects of the market such as market integrity rules.•Proactively helping clients with answering general enquiries including directing how to open a new account, change account details, explaining settlement and password resets to name a few.•Investigating and resolving complaints as per RG271, including issuing IDR’S•Completing administration tasks including compliance checks, requesting information from clients as needed and replying to clients’ emails.

Sydney, New South Wales, Australia

• Analyzed, Compiled, and lodged complaints placed by phone, email or online form and requesting more information as required• Managed complex death benefit complaints during the initial phase until all unconfirmed beneficiaries involved are notified and invited to joinAssist complainants via phone, webchat and email with help regarding lodging a complaint against their financial firm• Explained the process that AFCA uses to try and solve complaints and troubleshoot any problems if possible• Completed Administration tasks in the case management system including analyzing responses from financial firms, changing due dates and progressing complaints.

Gosford, New South Wales, Australia

Morisset, New South Wales, Australia

Managed the day to day running of the aquarium store and online business as well as filming and editing videos for social media.

Master'S Degree, Financial Planning

Advance Diploma, Paraplanning

Certificate Of Attainment, Complaints Handling Rg271