Declan Doolan Cfp®

Declan Doolan Cfp® Email and Phone Number

Director and Senior Financial Adviser @ Select Advice Financial Planning
Brisbane, QLD, AU
Declan Doolan Cfp®'s Location
Brisbane City, Queensland, Australia, Australia
Declan Doolan Cfp®'s Contact Details

Declan Doolan Cfp® work email

Declan Doolan Cfp® personal email

n/a

Declan Doolan Cfp® phone numbers

About Declan Doolan Cfp®

In my role as a financial adviser I help families and business owners understand their financial position so that they can could make informed decisions regarding growing and protecting their wealth. I grew up watching my parents own and run a successful financial planning practice in Rockhampton. This inspired me to become an adviser after seeing the benefits and value that my parents provided to their clients and now I pass those experiences and advice solutions to clients of my own.

Declan Doolan Cfp®'s Current Company Details
Select Advice Financial Planning

Select Advice Financial Planning

View
Director and Senior Financial Adviser
Brisbane, QLD, AU
Website:
selectadvicefinancialplanning.com.au
Employees:
4
Declan Doolan Cfp® Work Experience Details
  • Select Advice Financial Planning
    Director And Senior Financial Adviser
    Select Advice Financial Planning
    Brisbane, Qld, Au
    View
  • Select Advice Financial Planning
    Financial Adviser
    Select Advice Financial Planning Aug 2021 - Present
    Brisbane, Queensland, Australia
    My role at Select Advice is to provide professional ongoing financial advice to our clients so that they can can focus on living their best lives and spend less time worrying about their finances.
    View
  • Newleaf Tailored Financial Solutions
    Financial Adviser
    Newleaf Tailored Financial Solutions Aug 2021 - Aug 2022
    Brisbane, Queensland, Australia
    My role at New Leaf is to provide professional ongoing financial advice to our clients so that they can can focus on living their best lives and spend less time worrying about their finances.
    View
  • Advice For Life
    Financial Adviser
    Advice For Life Mar 2019 - Aug 2021
    Brisbane, Australia
    View
  • New Summit Financial Services
    Financial Adviser
    New Summit Financial Services Aug 2018 - Mar 2019
    Rockhampton, Queensland, Australia
  • Kubera Wealth Ltd
    Financial Planning Manager
    Kubera Wealth Ltd Oct 2016 - Aug 2018
    London, United Kingdom
    My role at Kubera is to support the lead adviser and director Stuart Poonawala and his clients.I also assist Kubera Wealth with their Ultra High Net Worth life insurance proposition prepared exclusively for clients who require in excess of £1,000,000 of cover or are UK non domicile individuals
    View
  • Mr Insurance
    Financial Adviser
    Mr Insurance Mar 2012 - Aug 2016
    Brisbane, Australia
    As an adviser at Mr Insurance I am involved in every stage of the client relationship including tasks such as claims management, policy reviews and services, client advice queries, underwriting and new business sales.I also help facilitate Mr Insurance's social media ventures to ensure that we are communicating with our clients via as many mediums as possible.
  • Mr Insurance
    Administration Manager
    Mr Insurance Aug 2011 - Mar 2012
    Assist with policy services, underwriting and claims handling
  • Mdrt
    Member
    Mdrt 2012 - 2013
    Member
    View

Declan Doolan Cfp® Skills

Insurance Wealth Management Income Protection Life Insurance Financial Risk Wealth Retirement Planning Financial Planning Superannuation Financial Advisory Term Life Insurance Investments Retirement Critical Illness Underwriting Pensions Estate Planning Tpd Holistic Financial Planning Financial Planners Ballroom Dance

Declan Doolan Cfp® Education Details

  • Kelvin Grove State College
    Kelvin Grove State College
    12
  • Rockhampton Grammar
    Rockhampton Grammar
    Completed Years 8 - 11 At Rockhampton Grammar

Frequently Asked Questions about Declan Doolan Cfp®

What company does Declan Doolan Cfp® work for?

Declan Doolan Cfp® works for Select Advice Financial Planning

What is Declan Doolan Cfp®'s role at the current company?

Declan Doolan Cfp®'s current role is Director and Senior Financial Adviser.

What is Declan Doolan Cfp®'s email address?

Declan Doolan Cfp®'s email address is de****@****h.co.uk

What is Declan Doolan Cfp®'s direct phone number?

Declan Doolan Cfp®'s direct phone number is +614004*****

What schools did Declan Doolan Cfp® attend?

Declan Doolan Cfp® attended Kelvin Grove State College, Rockhampton Grammar.

What are some of Declan Doolan Cfp®'s interests?

Declan Doolan Cfp® has interest in Education.

What skills is Declan Doolan Cfp® known for?

Declan Doolan Cfp® has skills like Insurance, Wealth Management, Income Protection, Life Insurance, Financial Risk, Wealth, Retirement Planning, Financial Planning, Superannuation, Financial Advisory, Term Life Insurance, Investments.

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