Dean Desoukey Email & Phone Number

Australia

Sydney, New South Wales, Australia

▪ Maintain up to date knowledge of industry and regulatory developments and support internal and external stake holders in the development of new efficient policies and procedures.▪ Helped review and create and implement a system review and implement solutions aimed at streamlining processes and increasing the productivity.▪ Delivered a greater level of control and oversight by driving automation, implementing tools, and delivering projects.▪ Working in close partnership with the Practice Principal, whilst being responsible for leading and developing a high-performance team in all functional areas.▪ Engage and manage all internal and external stakeholders and be proactive in developing relationships throughout the business.▪ Helped to unite two separate aspects of the business (Accounting and advice) to an understanding of the financial planning/accounting / financial services industry.▪ Undertake quality consultative conversations with clients to understand their needs and provide strategic holistic advice▪ Assist clients with complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands.▪ Key Achievements ▪ This role allowed me to develop my leadership skills, with both internal and external stake holders.▪ Consistently high compliance and audit scores ▪ Consistently exceeded client and peer feedback scores

Sydney, New South Wales, Australia

▪ Manage an ongoing advice book of 50 plus clients and conducting interviews to determine client financial goals and objectives and develop strategic advice to support clients to achieve financial goals ▪ Respond to customer enquiries and provide clarification on services and financial products ▪ Prepare advice documents using Advice software XPLAN ▪ Collaborate with a team of professionals to deliver business targets and service standard goals ▪ Support clients from diverse financial backgrounds to navigate through Australia investment and fund management options ▪ Maintain industry currency of global and domestic financial markets through ongoing professional development and research ▪ Foster and build relationships with key internal and external stakeholders Key Achievements ▪ Consistently high compliance and audit scores ▪ Consistently exceeded customer feedback scores

Sydney, Australia

▪ Conduct interviews to determine client financial goals and objectives and develop strategic advice to support clients to achieve financial goals ▪ Respond to customer enquiries and provide clarification on services and financial products ▪ Collaborate with a team of professionals to deliver business targets and service standard goals ▪ Support clients from diverse cultural backgrounds to navigate through Australia investment and fund management options ▪ Maintain industry currency of global and domestic financial markets through ongoing professional development and research ▪ Foster and build relationships with key internal and external stakeholders Key Achievements ▪ Currently ranked 13th in BT Financial Group (130 Financial Planners) ▪ Recipient of ‘Business Partner of the Month’ Award (Several times) ▪ Consistently exceeded targets for sales and customer feedback scores

Sydney, Australia

Sydney, Australia

Sydney, Australia

Baulkham Hills, New South Wales, Australia

Bankstown, New South Wales, Australia

Bachelor'S Degree, Finance, General

Bachelor's of business and commerce applied finance

Financial Planning And Services

Advanced Diploma of financial planning

Banking And Financial Support Services

Certificate IV Banking Services

Financial Planning And Services

Diploma of financial planning