Dani Peer Email & Phone Number

Prahran, Victoria, AU

Monark Property Partners is a real estate financier known for its disciplined, cautious, and patient approach to investing. Established in 2013 as a joint venture between Bori Liberman’s Family Office (Jagen) and Michael Kark and Adam Slade-Jacobson (Monark’s Executive Directors), the firm specialises in innovative funding solutions which generate great.

Prahran, Victoria, AU

I currently consult to financial services firms seeking points of difference and a compelling offering in what is now a cluttered and highly competitive environment. I am comfortable with both formulating strategy and designing operational platforms that deliver the desired outcomes. My best work has been in investor relations and communication. I am a.

Melbourne, Victoria, AU

• During my five-plus years at Wingate I made a material contribution to the firms' successful growth and organisational strength. In my role as Managing Director of the Investor Services business unit, and member of the.
• Established a scalable platform to attract investor funds, promote business development, and provide a bespoke investor engagement program, differentiating Wingate from competitors.
• Recruited, trained and led the Investor Services team into a motivated and productive unit responsible for growing funds in the flagship fund from approximately $200M to over $1B, and attracting over 1,000 new investors.
• Led, managed and motivated the frontline team (business development and client engagement) and operations team, overseeing all day-to-day functions and developing winning strategies to remain on target.
• Initiated and managed projects, and optimised both operating platforms and products with the leadership team.
• Managed and improved marketing and PR communication functions, contributing written materials and enhancing marketing copy to attract new investors and investment into both managed funds and direct investment.

• During this time I work as a self employed Management Consultant one of my biggest clients was ANZ
• Analyzed the ANZ Financial Planning's front line (planners and practice managers) to understand their challenges and opportunities in regards to optimising bank referrals and their conversion to satisfied customers.
• Identified gaps and weaknesses in the current environment, developed appropriate scalable solutions, and delivered these to be assimilated into the network, and absorbed as part of best practices and training.
• Managed changeover and strategised to minimise the disruption that the new solutions invariably produced.
• Effectively multi-tasked consultancy work within financial institutions, dealer groups and individual advisor practices whilst authoring and publishing a book.
• Successfully published Powerful Words: The New Way to Sell Financial Advice in September of 2014.

Melbourne, Victoria, AU

• Led a talented team responsible for supporting and enhancing the advice process in one of the largest financial planning groups in Australia with almost 550 professional advisors.
• Responsible for ensuring the advisors were provided with the best possible operating environment, and influencing the overall strategic direction of the business as a member of the Leadership Team.
• Managed the implementation of a new IT platform (XPlan) designed to support the advice process. Hugely successful innovation which led to the team being flown to Sydney for the acceptance of an award of recognition.
• Oversaw day-to-day team performance and delivery including: maintaining and enhancing the advice delivery model, paraplanning services, compliance, and training and development.Introduced a new and innovative fee.
• Project managed special projects, including related to financial planning and productivity management tools.
• Promoted from Regional Practice Manager to the Leadership Team after just nine months.

• Established and managed an independent financial services business. Responsible for all business development, website management, presenting, training and business coaching delivered to clients.
• Created The Peer Effect brand as an umbrella under which to develop and communicate content relevant and valuable to financial advisors seeking to build more robust and profitable businesses.
• Produced a series of DVDs providing business solutions to financial planners, and wrote financial advice articles which regularly appeared in trade journals and institutional publications.

• Partnered with the CEO to consider, develop and implement strategic changes to the dealer group, as well as to liaise with individual advisors with regard to their business challenges.
• Created value-add material for financial planners, delivered presentations and training workshops, and supported advisor recruitment function.
• Successfully founded the AFS Business School - a two-day immersion program delivering business skills to self-employed financial planners.

North Sydney, New South Wales, AU

• Researched and developed new strategies to boost the business performance of Zurich designated 'key account' planners and advisors. Responsible for writing various articles for both trade and dealer group publications.
• Presented practice management material at professional development days, conferences and other events.

Bachelor Of Accountancy, Accounting, Auditing, Management Accounting, Tax

Advanced Diploma In Financial Services (Financial Planning), Investment Planning, Estate Planning, Superannuation, Insurance, Financial Planning

Certificate Iv In Assessment & Workplace Training, Corporate Training

Fellow Of The Institute Of Life And Pension Advisers (Filpa)

Bachelor Of Commerce, Accounting, Auditing, Tax, Economics And Business Finance