Daniel Perkins work email
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Daniel Perkins personal email
Experienced and self-motivated team player with over two years of financial industry experience working alongside advisers, employers and clients. Highly competent communicator, skilled in multitasking and maintains a focus on attention to detail. Offering a proven track record of successfully managing projects, servicing clients and providing support for colleagues and peers.
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Head BrokerDomo BrokerageTownsville City, Qld, Au -
Finance BrokerBalanz Banking Solutions Jan 2024 - PresentTownsville, Queensland, AustraliaWorking with Balanz offering debt management strategies to clients in the consumer and commercial sector. For all your business and personal funding needs, you can trust Balanz as your partner in finance. -
DirectorDomo Brokerage Jan 2024 - PresentAustraliaAs a trusted finance broker, we are dedicated to helping you achieve your personal or business financial goals. This includes:Home LoansBusiness LoansCar LoansEquipment FinancingPersonal LoansDebt ConsolidationOur expertise and commitment to you set us apart in a crowded market. We understand the importance of your financial journey and are here to support you every step of the way.
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Relationship SpecialistAustralian Retirement Trust Mar 2021 - Jan 2024AustraliaAs a Relationship Specialist I maintained currently direct relationshipswith Payroll, HR and Benefit Teams for the below employers to support administration of their corporate superannuation plans:- Hastings Deering- Woolworths Group- Endeavour Group- Australia Post- Google- Visa- Domino’s Australia- Dentons Australia- BESIX Watpac- SunRice- GrainCorp- Coventry Group LimitedAs a support person, I helped each employer resolve complex… Show more As a Relationship Specialist I maintained currently direct relationshipswith Payroll, HR and Benefit Teams for the below employers to support administration of their corporate superannuation plans:- Hastings Deering- Woolworths Group- Endeavour Group- Australia Post- Google- Visa- Domino’s Australia- Dentons Australia- BESIX Watpac- SunRice- GrainCorp- Coventry Group LimitedAs a support person, I helped each employer resolve complex superannuation issues and managed team member’s knowledge and understanding of the superannuation plan design. Show less -
Customer Payments RepresentativeSunsuper Jun 2019 - Mar 2021Brisbane, AustraliaThe position operates in a high volume administration environment, with an emphasis placed on completing work in a timely and compliant manner. The role is comprised of the following actions;- The processing of member payment requests, including:Superannuation Withdrawals, Rollover Outs, Departing Australia, Superannuation Payments, Compassionate and Financial Hardship Claims.- Communicating with members, advisers, superannuation funds and financial entities.- Confirming… Show more The position operates in a high volume administration environment, with an emphasis placed on completing work in a timely and compliant manner. The role is comprised of the following actions;- The processing of member payment requests, including:Superannuation Withdrawals, Rollover Outs, Departing Australia, Superannuation Payments, Compassionate and Financial Hardship Claims.- Communicating with members, advisers, superannuation funds and financial entities.- Confirming compliance and risk requirements are met in daily actions.My specialty focus within the Customer Payments Team at Sunsuper revolves around the maintenance and repair of situations where a member/s payment is not successful. This involves;- Establishing processes and procedures to mitigate loss and risk for members.- Reversing, recreating and reissuing member payments.- Generating relevant financial documents to accompany payments to members and self-managed superannuation funds.- Training new and existing staff members in processes and procedures. Show less -
Customer Interactions RepresentativeSunsuper Apr 2019 - Jun 2019Brisbane, Queensland, AustraliaThe role sees the management of inbound member, adviser and intermediary phone calls and digital requests in a contact centre environment. The day-to-day workflow includes;- Identifying caller needs, resolving requests and providing resolutions.- Build relationships and provide education to the caller when required.- Collaborate with team members to ensure requests are resolved in the fast pace environment. - Adapt to the regular changes in superannuation and insurance… Show more The role sees the management of inbound member, adviser and intermediary phone calls and digital requests in a contact centre environment. The day-to-day workflow includes;- Identifying caller needs, resolving requests and providing resolutions.- Build relationships and provide education to the caller when required.- Collaborate with team members to ensure requests are resolved in the fast pace environment. - Adapt to the regular changes in superannuation and insurance legislation and advice requirements. Show less -
Business OwnerStripes Coffee Sep 2016 - Mar 2019Townsville, AustraliaStripes Coffee is a successful and vibrant cafe operating in the residential suburb of West End in Townsville. The Owner/Operator position included the following responsibilities and actions:Initiating the business model, including;-Developing business plans, establishing structure and meeting legal and registration requirements.-Designing and building the brand.-Locating and fit out of a suitable premises.The following daily operations:-Improving… Show more Stripes Coffee is a successful and vibrant cafe operating in the residential suburb of West End in Townsville. The Owner/Operator position included the following responsibilities and actions:Initiating the business model, including;-Developing business plans, establishing structure and meeting legal and registration requirements.-Designing and building the brand.-Locating and fit out of a suitable premises.The following daily operations:-Improving profitability, business direction and reputation.-Building customer and supplier relationships while generating growth and retention strategies. -Hiring and staff management.-General book-keeping and accounting duties.-Facilitating management and direction of all aspect of cafe operations.Operating the small business involved the implementation of a range of sales strategies, including recruiting other local cafes to on-sell products and coffee. Show less
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Financial Advisers AssistantEvergreen Financial Advisers Aug 2017 - May 2018Townsville, AustraliaThe role allowed a close working relationship with the financial adviser to ensure clients were serviced to the highest standard.The position required the below assignments:-Developing financial documents for the chief adviser.-Booking meetings and managing the chief advisers calendar.-Communicating with members, advisers, superannuation funds and financial entities. -Establishing business procedures, documents and branding.-Managing client migration during business… Show more The role allowed a close working relationship with the financial adviser to ensure clients were serviced to the highest standard.The position required the below assignments:-Developing financial documents for the chief adviser.-Booking meetings and managing the chief advisers calendar.-Communicating with members, advisers, superannuation funds and financial entities. -Establishing business procedures, documents and branding.-Managing client migration during business start-up.-Developing a proficiency in managing client data and using financial planning software. Show less -
Head BaristaCj'S Pasta And Deli Jul 2015 - Feb 2016Brisbane, Queensland, AustraliaInvoicing and ordering, general hospitality tasks, customer service and communication.
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BaristaZarraffa'S Coffee Feb 2015 - Jun 2015Townsville, Queensland, AustraliaInvoicing and ordering, general hospitality tasks, customer service and communication. -
Logistics AssistantCoral Sea Shipping Lines Dec 2012 - Dec 2014Port Moresby, Papua New GuineaThe position was based in Papua New Guinea and work was completed on an international port facility. The main aspects of the role oversaw:Tracking and logistic management of shipping containers and other cargo.Meeting customs and quarantine requirements.Stocktaking of on facility cargo.Maintaining vessel crew relationships and requirements.Invoicing and operational planning with medium to large businesses.
Daniel Perkins Education Details
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Central Queensland UniversityBusiness - Management And Financial Planning -
Townsville Grammar SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Daniel Perkins
What company does Daniel Perkins work for?
Daniel Perkins works for Domo Brokerage
What is Daniel Perkins's role at the current company?
Daniel Perkins's current role is Head Broker.
What is Daniel Perkins's email address?
Daniel Perkins's email address is da****@****.com.au
What schools did Daniel Perkins attend?
Daniel Perkins attended Central Queensland University, Townsville Grammar School.
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