Daniel Dutt

Daniel Dutt Email and Phone Number

Client Experience Manager and Senior Paraplanner @ Yield Financial Planning
Melbourne, VIC, AU
Daniel Dutt's Location
Greater Melbourne Area, Australia
About Daniel Dutt

Daniel Dutt is a Client Experience Manager and Senior Paraplanner at Yield Financial Planning. He possess expertise in wealth management, financial services, investment strategies, financial planning, retirement planning and 12 more skills.

Daniel Dutt's Current Company Details
Yield Financial Planning

Yield Financial Planning

View
Client Experience Manager and Senior Paraplanner
Melbourne, VIC, AU
Website:
yieldfinancialplanning.com.au
Employees:
15
Daniel Dutt Work Experience Details
  • Yield Financial Planning
    Client Experience Manager And Senior Paraplanner
    Yield Financial Planning
    Melbourne, Vic, Au
    View
  • Yield Financial Planning
    Client Experience Manager & Senior Paraplanner
    Yield Financial Planning Jul 2014 - Present
    Surrey Hills, Victoria, Australia
    We are a financial planning firm based in Melbourne and Sydney, with a history of providing clients Genuine Fee for Service Financial Planning and investment advice, since 2006.Our advice includes:- Wealth Management- Retirement Planning- Self Managed Super Funds (SMSF)- Property Investment advice- Transition to retirement- Life insurance advice- Cashflow management- Share Investment advice- Redundancy advice- Divorce financial planning and advice- Aged CareThe Yield team have decades of experience, with qualifications including Degrees, Masters, Advanced Diplomas and CFP® status and we share knowledge regularly.Our goal is to have a long working relationship with every client and deliver a premium service always.
    View
  • Property Planning Australia
    Senior Paraplanner
    Property Planning Australia Aug 2013 - Jul 2014
    View
  • Taxbiz Australia
    Paraplanner
    Taxbiz Australia 2011 - 2013
    Systems and process development. Managed all client work from admin to paraplanning and review service. Electronic filing system. Managed the IT system.
  • Finovia Group
    Paraplanner
    Finovia Group 2010 - 2011
  • D & N Financial Planning
    Paraplanner
    D & N Financial Planning 2002 - 2010

Daniel Dutt Skills

Wealth Management Financial Services Investment Strategies Financial Planning Retirement Planning Wealth Paraplanning Client Services Pensions Portfolio Management Retirement Financial Risk Income Protection Xplan Customisation And Templating Comprehensive Ms Excel Spreadsheet Creation Highly Skilled In Ms Products Risk Protection

Frequently Asked Questions about Daniel Dutt

What company does Daniel Dutt work for?

Daniel Dutt works for Yield Financial Planning

What is Daniel Dutt's role at the current company?

Daniel Dutt's current role is Client Experience Manager and Senior Paraplanner.

What skills is Daniel Dutt known for?

Daniel Dutt has skills like Wealth Management, Financial Services, Investment Strategies, Financial Planning, Retirement Planning, Wealth, Paraplanning, Client Services, Pensions, Portfolio Management, Retirement, Financial Risk.

Who are Daniel Dutt's colleagues?

Daniel Dutt's colleagues are Kathryn Limeira-Beaton, Tamsin Wood, Jarrod Ferrier, Leah Newman, Brad Seeds.

Not the Daniel Dutt you were looking for?

  • Daniel Dutt

    Daniel Dutt
    Music Production & Sound Engineering Graduate, Seeking Opportunities In Audio And Music.
    Manchester
  • Daniel Dutt

    Daniel Dutt
    Prepress - Graphic Designer
    Suva
    1
    gmail.com
  • Daniel Dutt

    Daniel Dutt
    Senior Manager Solution Support At Brandlive
    Palm Harbor, Fl
    1
    notified.com
  • Daniel Dutt

    Daniel Dutt
    Taylor Morrison Homes
    Cedar Park, Tx
    3
    c-rock.com, yahoo.com, aol.com
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.