Daniel Berti Email & Phone Number

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 along with Insurance and Investment Property Information & Research. As Daniel is focused on developing ‘a client for life’… Show more 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 along with Insurance and Investment Property Information & Research. As Daniel is focused on developing ‘a client for life’ approach, his priority is to ensure all criteria are met to finding the best lender and the right product for his clients. With over 10 years experience in the finance industry, past employment with one of the major four banks, Daniel Berti provides information that most other brokers fail to mention. Backed by strong administration processes and procedures, you’ll have peace of mind knowing your home loan application will be handled professionally. Daniel will liaise with the lenders, your solicitor, and real estate agent providing you with a stress free service. Daniel is outgoing, empathetic and as a home owner himself, he understands importance of purchasing one of your biggest assets and finding that right loan.Contact:M: 0402 503 739P: 1300 421 587E: daniel@bertifinancial.com.au Show less

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 move forward, progress and to make the right financial decisions in order to achieve their dreams, goals and aspirations.

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 total financial needs.Products include Deposit Accounts, General Insurance, Consumer Credit Insurance (CCI), Credit Cards, Merchants,… Show more 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 total financial needs.Products include Deposit Accounts, General Insurance, Consumer Credit Insurance (CCI), Credit Cards, Merchants, General Consumer Lending and any product or service as directed from time to time by the Bank. Show less

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 situation and delivering excellent and courteous customer service. I was then able to use my keen sense of negotiation to get them back… Show more 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 situation and delivering excellent and courteous customer service. I was then able to use my keen sense of negotiation to get them back on track with their payments and retain their business. Show less