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@bertifinancial.com.au
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2 phones found area 140
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LinkedIn matched
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Daniel Berti is listed as Director | Finance Broker at Berti Financial at Berti Financial, a company with 3 employees, based in Bondi Beach, New South Wales, Australia. AeroLeads shows a work email signal at bertifinancial.com.au, phone signal with area code 140, and a matched LinkedIn profile for Daniel Berti.
Daniel Berti previously worked as Director at Berti Financial and Mortgage Lender at Commonwealth Bank. Daniel Berti holds Year 5 - 12 from Trinity Grammar School.
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AeroLeads found 1 current-domain work email signal for Daniel Berti. Compare company email patterns before reaching out.
AWARDS2017• The Adviser 'Top 30 under 30’• eChoice 'Young Gun of The Year' • eChoice 'Elite Broker' 2018• eChoice 'Elite Broker' • The Adviser 'Top 30 under 30’• Mortgage Professionals Australia's (MPA) 'Young Gun' • Young Leaders in Finance - ‘Finance Broker of The Year’ (finalist)• Better Business Awards - ‘Rising Star’ (finalist)• Better Business Awards - ‘Best Newcomer’ (finalist)2019• eChoice 'Elite Broker' • Local Business Awards - City Suburbs• Better Business Awards - Best Customer Service (finalist)2020• Australian Mortgage Awards - Finance Broker of The Year (finalist)• Australian Mortgage Awards - Best Customer Service (finalist)• Better Business Awards - Best Customer Service (finalist)2024• Small Business Champion Awards - Financial Services • Local Business Awards - City Suburbs• Australian Achiever Awards - ‘Highly Recommended’ - Winner
Listed skills include Sales, Finance, Mortgage Lending, Banking, and 21 others.
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Sydney, Australia
Daniel Berti is recognized in the finance industry as a reliable and professional broker committed to providing a full comprehensive service to all his clients. Partnered with 50+ banks and lenders, Allianz Insurance and ALI Group, Daniel offers a wide range of options and solutions for Residential, Investment, Asset (Motor Vehicle) and Personal finance.
My role at CBA as a Home Loan Consultant was to maximise all retail lending opportunities by assessing the financial needs of 'Direct Banking' customers. I recommended solutions focusing on customers requirements. I prepared and submitted applications for approval maintaining a high level of customer service. My focus was to help individuals and businesses.
Parramatta
As a Sales and Service Officer my role was to make an outstanding impression on CommBank customers by providing them with friendly, personal and efficient service.My key tasks were to assist customers with general enquiries and actively offer and supply customers appropriate products and packages, transactional options and general advice to meet their.
Parramatta
My role as a Collections Officer was to make outbound calls and receive inbound calls from CommBank customers in arrears of payments in Credit Cards, Home Loans, Personal Loans, and Overdrawn Personal Accounts to recover outstanding payments.My focus was on minimising losses to the Bank, whilst at the same time gaining an understanding of the customer's.
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Daniel Berti works for Berti Financial.
Daniel Berti is listed as Director | Finance Broker at Berti Financial at Berti Financial.
AeroLeads has found 1 work email signal at @bertifinancial.com.au for Daniel Berti at Berti Financial.
AeroLeads has found 2 phone signal(s) with area code 140 for Daniel Berti at Berti Financial.
Daniel Berti is based in Bondi Beach, New South Wales, Australia while working with Berti Financial.
Daniel Berti has worked for Berti Financial and Commonwealth Bank.
Daniel Berti's colleagues at Berti Financial include Anna Williams and Paolo Llave.
You can use AeroLeads to view verified contact signals for Daniel Berti at Berti Financial, including work email, phone, and LinkedIn data when available.
Daniel Berti holds Year 5 - 12 from Trinity Grammar School.
Daniel Berti is listed with skills including Sales, Finance, Mortgage Lending, Banking, Loans, Team Leadership, Management, and Negotiation.
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