Daniel Donovan Email & Phone Number
@smsmt.com
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Who is Daniel Donovan? Overview
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Daniel Donovan is listed as Head of Operations at Verse Wealth, a company with 27 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at smsmt.com and a matched LinkedIn profile for Daniel Donovan.
Daniel Donovan previously worked as Financial Adviser & Head of Operations at Verse Wealth and Client Experience Manager at Verse Wealth. Daniel Donovan holds Graduate Diploma In Financial Planning from Kaplan Professional.
Email format at Verse Wealth
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AeroLeads found 1 current-domain work email signal for Daniel Donovan. Compare company email patterns before reaching out.
About Daniel Donovan
I'm a well regarded and highly motivated Financial Adviser and Head of Operations. I hold a Graduate Diploma in Financial Planning through Kaplan Business School and a Diploma of Financial Planning (Full RG146) from the Monarch Institute. I also hold a Bachelor of Commerce (Majors in Finance and Management) and a Diploma of Languages (French) from the University of Melbourne.I believe organisations that are purpose driven with a clear vision, well defined values and strategic direction deliver great client experiences and highly engaged teams.I'm passionate about music, somewhat of a Francophile and a lifelong Collingwood and New York Giants fan.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, and 14 others.
Daniel Donovan's current company
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Daniel Donovan work experience
A career timeline built from the work history available for this profile.
Financial Adviser & Head Of Operations
Current- 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.
- 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.
- 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
Client Experience Manager
Musical Director
- Conduct rehearsals for orchestra and cast (up to 40 people)
- Vocal coach
- Band conductor during performances
- Committee member
Investor Relations Analyst
Operations Associate
- 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.
Consultant
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Small Device Technician/Sales Specialist
- 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
Colleagues at Verse Wealth
Other employees you can reach at versewealth.com.au. View company contacts for 27 employees →
Precious Hani Calvo
Colleague at Verse Wealth
Davao, Davao Region, Philippines, Philippines
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FA
Fritzie Abrahan
Colleague at Verse Wealth
Contact Info, United States
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AA
Alexa Abillar
Colleague at Verse Wealth
Cebu, Central Visayas, Philippines, Philippines
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RA
Roselle Ann Judilla
Colleague at Verse Wealth
Philippines, Philippines
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TR
Tianna Rose
Colleague at Verse Wealth
Ashburton, Victoria, Australia, Australia
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ST
Stevie-Jade Turner Cfp®
Colleague at Verse Wealth
Melbourne, Victoria, Australia, Australia
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MJ
Mary Jean Lily Y.
Colleague at Verse Wealth
Cebu, Central Visayas, Philippines, Philippines
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TD
Tim Dang
Colleague at Verse Wealth
Melbourne, Victoria, Australia, Australia
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AG
Aris Gomez
Colleague at Verse Wealth
Pampanga, Central Luzon, Philippines, Philippines
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SR
Stuart Ruddick
Colleague at Verse Wealth
Melbourne, Victoria, Australia, Australia
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Daniel Donovan education
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
Frequently asked questions about Daniel Donovan
Quick answers generated from the profile data available on this page.
What company does Daniel Donovan work for?
Daniel Donovan works for Verse Wealth.
What is Daniel Donovan's role at Verse Wealth?
Daniel Donovan is listed as Head of Operations at Verse Wealth.
What is Daniel Donovan's email address?
AeroLeads has found 1 work email signal at @smsmt.com for Daniel Donovan at Verse Wealth.
Where is Daniel Donovan based?
Daniel Donovan is based in Greater Melbourne Area, Australia, Australia while working with Verse Wealth.
What companies has Daniel Donovan worked for?
Daniel Donovan has worked for Verse Wealth, Old Carey Performing Arts Club, Warakirri Asset Management, Sms Management & Technology, and Apple.
Who are Daniel Donovan's colleagues at Verse Wealth?
Daniel Donovan's colleagues at Verse Wealth include Precious Hani Calvo, Fritzie Abrahan, Alexa Abillar, Roselle Ann Judilla, and Tianna Rose.
How can I contact Daniel Donovan?
You can use AeroLeads to view verified contact signals for Daniel Donovan at Verse Wealth, including work email, phone, and LinkedIn data when available.
What schools did Daniel Donovan attend?
Daniel Donovan holds Graduate Diploma In Financial Planning from Kaplan Professional.
What skills is Daniel Donovan known for?
Daniel Donovan is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, and Research.
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