Darcy Smith-Black Email & Phone Number

Melbourne, Vic, Au

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Working with Self-Managed Super Funds, Family Trusts, Testamentary Trusts, Individual & Joint portfolios in the implementation of financial advice for High-Net Worth clients.I effectively manage client relationships while maintaining competing priorities & deadlines. This includes entity establishment & implementation, trading of domestic & international equities, managed funds, private credit, portfolio & account administration, and more.

Melbourne, Victoria, Australia

I’ve enabled direct investment into select First-Secured Mortgages on the behalf of our private wealth client-base, servicing a specialised segment of the client’s wider financial advice. Through the management of the wider HPW Mortgage Portfolio, I analysed the state of our client’s investments against available fixed interest opportunities, tracked & monitored client investment portfolios in reference to their preferences ensuring compliance, diversification needs, and company investment policies are met.Further establishing the Mortgage Administration process and embed it as an engaged piece of the wider business, I’ve implemented process improvements that provide valuable insights to our Advice & Client Services teams, track & evaluate team performance, and manage workload through in-depth master records systems.

Lead of Opal HealthCare’s COVID-19 Support Team within the wider Risk & Compliance Team, I ensured the ongoing maintenance & reconciliation of master infection & outbreak records, management of Commonwealth & compliance reporting for, and the support of Opal’s portfolio of 95+ Care Communities across Australia during COVID-19 Outbreak. Working closely amongst other departments, I’ve both led & supported the planning, implementation and execution of projects and process improvements working with a wide array of subject-matter experts.

Kilsyth, Victoria, Australia

Employed by contracting company Randstad, servicing Mondelez’s packaging for their clients, including their major client, Cadbury.

Short-term internship with a multi-award-winning financial solutions company based in Donvale. Throughout my time with Get Smart Financial, my key responsibilities included aiding the CEO in understanding the client’s financial goals and objectives, assessing client positions as part of both regular and annual reviews, as well as assisting with the planning and delivery of strategic plans to clients. Finally, my responsibilities also included general administration, document filing, and office duties.

Melbourne, Victoria, Australia

Introduction To Smsf

Bachelor'S Degree, Business (Financial Planning)

Studies comprised of Financial Advisory Practice, Taxation 1 & 2 (RG-146 compliance), Wealth Creation & Estate Planning, Superannuation &.