Busy professionals need a specialist broker. I offer fast turnaround on complex finance needs. I specialise in residential and commercial finance solutions for small to medium-sized business owners. Feel free to get in touch for all other loan enquiries, too.Specialisations:🛩️ Aviation employees (I’m a former Qantas Group pilot; I get your industry and EBAs)⚕️ Medical practitioners (>10 years working with medicos)🏡 Residential finance📈 Commercial finance 🐄 Agricultural financeEducation:+ Bachelor of Economics (Economics and Finance), University of Sydney+ Advanced Diploma in Financial Services+ Diploma in Finance and Mortgage BrokingSince beginning my career in banking and financial services in 2005, I worked as a commercial airline pilot before coming full circle back to broking. I am dedicated to empowering individuals to achieve their home, business, and investment goals. Let’s connect.0423 308 892 | daniel@specialistbroking.com.au
Specialist Broking
View- Website:
- specialistbroking.com.au
- Employees:
- 3
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Ceo And FounderSpecialist BrokingSydney, Nsw, Au
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Ceo & FounderSpecialist Broking Dec 2022 - PresentSydney, New South Wales, AustraliaI founded Specialist Broking to service complex finance needs for busy professionals. Our team specialises in residential and commercial finance solutions for small to medium-sized business owners. We also look after all other loan enquiries.
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First OfficerJetstar Airways Mar 2018 - Feb 2023Sydney, New South Wales, Australia -
Specialist BrokerCrew Financial - Homeloan & Finance Broker Jun 2020 - Nov 2022Sydney, New South Wales, Australia -
First OfficerRegional Express (Rex) Feb 2014 - Feb 2018Cairns, Queensland, Australia -
Licensee Relationship ManagerGodfrey Pembroke Ltd Jan 2011 - Jun 2013Sydney, New South Wales, Australia+ Provided B2B advice to high growth businesses.+ Developed and executed the NSW/QLD new business recruitment strategy.+ Doubled the number of financial planners in Godfrey Pembroke in QLD within 12 months. -
Graduate - Mlc And Nab WealthNab Feb 2009 - Jan 2011Sydney, New South Wales, Australia+ Led restructure as the first advisory group to become wholly fee-for-service. This was revolutionary; stopping commissions and preventing conflicts of interest.+ Advisor-to-the-advisor on complex client scenarios regarding superannuation (including SMSF), social security, estate planning, insurance and aged care.+ Trained staff on B2C advice for SMSF gearing and salary packaging.+ Launched the first MLC Advice store.+ Ranked #1 MLC Graduate at program completion (2011).+ Awarded Advice Services Annual Excellence Award (2010). -
Account ManagerMedfin Jun 2005 - Jan 2009Sydney, New South Wales, Australia+ Helped medical professionals gain finance to grow their practice.+ Awarded Customer Service Provider of the Year (2005). -
Finance & Accounting InternProcter & Gamble Dec 2007 - Jan 2008Sydney, New South Wales, Australia -
Environmental ConsultantNational Environmental Consulting Services Nov 2004 - Jun 2005Sydney, New South Wales, Australia
Daniel Jones Education Details
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Economics & Finance -
Financial Planning And Services -
Financial Planning And Services
Frequently Asked Questions about Daniel Jones
What company does Daniel Jones work for?
Daniel Jones works for Specialist Broking
What is Daniel Jones's role at the current company?
Daniel Jones's current role is CEO and Founder.
What schools did Daniel Jones attend?
Daniel Jones attended University Of Sydney, Kaplan Professional, Kaplan Professional.
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Daniel Jones
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