Daniel Donovan Email & Phone Number

Melbourne, Vic, Au

At Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help live the life you want – so your money is truly serving you, rather than the other way around. • • • • • • • • • • • • • • • Our role on your Journey is to help you:1. Make intentional choices – based on your values and intentions.2. Build your wealth faster than you can alone.3. Improve your overall financial wellbeing.4. Guide you through investment markets.5. Identify blind spots and avoid costly mistakes.6. Understand the impact of your choices on your financial future.7. Manage changes in legislation and the economic environment.8. Provide knowledge, perspective, and good judgement.• • • • • • • • • • • • • • • Our advice embraces your entire financial life.This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning. • • • • • • • • • • • • • • • We’re independently owned and licensed. We operate with no commissions, no kickbacks and will never recommend financial products you don’t need. • • • • • • • • • • • • • • • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au

• Conduct rehearsals for orchestra and cast (up to 40 people)• Vocal coach• Band conductor during performances• Committee member

Melbourne, Australia

• Calculate, reconcile, and report accurate unit prices for Warakirri funds & trusts, as well as for after-tax clients, using FMC and SS&C software.• Generate and distribute accurate monthly Unit Statements & Reports for Warakirri investors. • Process application and redemption requests for Warakirri's internal funds & trusts.• Reconcile daily and monthly cash & holdings accounts to custodians.• Create after-tax analytic performance reports for internal and external clients.• Analyse ASX-listed corporate actions and their respective tax implications for Warakirri funds and after-tax clients.

Melbourne

See projects below

• Providing expert technical support to customers with iPhones, iPads, and iPods• Presenting clear solutions to individual customer issues• Recognised for assisting the highest number of customers at the Genius Bar in one day by efficiently multitasking with multiple customers whilst maintaining high standard of customer service• Providing complete solutions to customers looking to purchase Mac computers, iPods, iPhones, iPads and accessories• Mentoring new team members on how to provision contracts through lead learning and active giving of feedback

Graduate Diploma In Financial Planning

Diploma Financial Planning (Full Rg146)

Bachelor Of Commerce (Bcom), Finance And Management

Financial Modelling In Excel

Diploma In Languages, French