Danny Beshara Email & Phone Number

Adelaide, Sa, Au

Adelaide, South Australia, Australia

• Working closely with business owner/senior adviser servicing clients• Maintaining an ongoing awareness of financial strategies, investments and legislation changes• In charge of the share “universe” including offers, buy backs and price changes• Using financial planning software Xplan to undertake financial modelling for development of strategies for clients• Delivering high quality compliant, accurate financial plans/Statements of Advice addressing client’s needs… Show more • Working closely with business owner/senior adviser servicing clients• Maintaining an ongoing awareness of financial strategies, investments and legislation changes• In charge of the share “universe” including offers, buy backs and price changes• Using financial planning software Xplan to undertake financial modelling for development of strategies for clients• Delivering high quality compliant, accurate financial plans/Statements of Advice addressing client’s needs, objectives and specific circumstances in line with service standards• Looking for new business opportunities Show less

King William Street

• Assisted with the creation of the Client Care department to give financial advice to clients over the phone and face to face when required• As the original adviser of the team, I strategically helped grow the team to approximately ten members with my manger• Took on new clients including the ex-Storm Financial client book, as well as finding new clients and business from existing clients• Exceeded quarterly budgets and KPI’s throughout the three years of service• Provided… Show more • Assisted with the creation of the Client Care department to give financial advice to clients over the phone and face to face when required• As the original adviser of the team, I strategically helped grow the team to approximately ten members with my manger• Took on new clients including the ex-Storm Financial client book, as well as finding new clients and business from existing clients• Exceeded quarterly budgets and KPI’s throughout the three years of service• Provided holistic financial advice face to face and over the phone across the country to hundreds of clients• Facilitated meetings and training sessions weekly and Assisted with para-planning duties when necessary Show less

Bachelor Of Applied Finance

Bachelor Of Commerce (B.Com.), Accounting