As an Adviser my focus has always been to develop a long term relationship with my clients to ensure I maintain a thorough and ongoing understanding of their financial goals and their financial position. This knowledge allows me to ensure I can provide the strategic advice needed to help individuals realize their financial opportunities. I provide a service that starts with the basic components of helping clients understand how much they can borrow, understanding whether they are getting the right product or the best deal on their existing lending facilities, and furthermore looking within each circumstance to manage matters such as appropriate loan structuring, cash flow management and adequately protected to manage all their aspects of risk. I pride myself on transparency and my value proposition is to give you the information and tools to make an informed decision for your lending needs with guidance on your investments plans and aiding you in the achievement of your opportunities.
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DirectorArdent Lending CoGlen Iris, Vic, Au -
DirectorArdent Lending Co Jan 2018 - PresentMelbourne, Victoria, AustraliaLearning what your goals are and what is important is the first step in getting the desired outcomes. We will listen to you, work through your current position and get clear on your financial and lifestyle aspirations. We will use our industry expertise to tailor advice that provides the best options and strategies. These options will then allow us to marry you to the most suitable and competitive lender. We will guide you through the lending process and relieve you of the complexities. By keeping you informed every step of the way you can spend more time focused on the things that matter most. -
Private Client AdvisorShinewing Australia Feb 2015 - Dec 2016Melbourne, AustraliaShineWing Australia is a different kind of accounting practice. We're the new kid on the block with an 80-year history. We're an independent Australian firm with membership to the largest, indigenous Chinese network, and an international network of firms with a presence in over 100 countries. We are a genuine alternative to the 'Big 4' without the ego or the excess. We're proven yet driven by fresh opportunity. We're advisors but share the entrepreneurial spirit of our clients.We were Moore Stephens Melbourne. We're now ShineWing Australia. we mean business. -
Private Client AdvisorMoore Stephens Australia Jul 2014 - Jan 2015Melbourne, AustraliaMoore Stephens Melbourne is a dynamic chartered accounting and business advisory firm. As business advisors and strategic accountants, we empower you to realize your potential. Established in 1935, our reputation has continued to expand as a leading Melbourne practice providing a holistic range of accounting and business advisory services. Our clients’ success stories reflect our innovative thinking in a range of industry sectors including property, manufacturing and education.
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Credit AdvisorPodium Financial Services May 2013 - Jun 2014Port Melbourne, VicPodium Financial Services is a holistic financial services company who specialize in residential and commercial lending, corporate superannuation, risk insurance and vehicle leasing. During my time with Podium Financial Services I was able to deliver residential lending solutions to clients and work with them in achieving their financial goals. From structuring loans to suit tax deductible debt and restructuring or refinancing facilities for more competitive interest rate discounts, the culture of the business and its employees was to deliver on unbiased and ethical advice that centered on the best interest of its clients. Holding a presence within the AFL and ACA bodies, Podium Financial Service reflects a business that understand the importance on a strong customer service offering.
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Credit AdvisorProsolution Private Clients Apr 2007 - May 2013Melbourne, AustraliaProSolution Private Clients is a Credit Advisory, Accounting and Wealth Advisory Firm who holds a presence within the medico and professional sectors. The firm always held a strong focus on strategy and service delivery within all sectors of its business and was akin to honest, unbiased and a fee for service approach within its wealth division. During my time here I learnt the fundamentals of the mortgage broking industry and the facets of the mortgage advisory process from beginning to end. Initially commencing within an administration role here, during the final years of my university studies, I transitioned from general administrative duties to assistance advisor, followed by personal banker and lastly to the position of credit adviser. Grasping the importance of service delivery and the imperative need for a trusted relationship with your clients during my time with ProSolution, I adopted this through my career and see each relationship not as a transactional opportunity but a long term investment to the objectives and goals of each individual.
Daniela Anthony Education Details
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Information Technology -
Aamc Training GroupFinance/Mortgage Broking Management -
Kaplan ProfessionalFinance/Mortgage Broking -
Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Daniela Anthony
What company does Daniela Anthony work for?
Daniela Anthony works for Ardent Lending Co
What is Daniela Anthony's role at the current company?
Daniela Anthony's current role is Director.
What schools did Daniela Anthony attend?
Daniela Anthony attended Swinburne University Of Technology, Aamc Training Group, Kaplan Professional, Swinburne University Of Technology.
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Daniela Anthony
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