Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Dibjot Singh is listed as Financial Planning expert & Client Service Manager at HUB24 Limited, a company with 191 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Dibjot Singh.
Dibjot Singh previously worked as Client Services Officer at Hub24 Limited and Learning Coordinator/Contractor at Nanak Naam. Dibjot Singh holds Master'S Degree, Secondary Education And Teaching from University Of New England (Au).
This section adds company-level context without repeating Dibjot Singh's masked contact details.
Review company-level records connected to Dibjot Singh before choosing the right outreach path.
With over 7 years of experience in the financial services industry, I am a Client Service Officer at HUB24. Previously, I was a Client Services Manager at SuperConcepts, a leading provider of self-managed super fund (SMSF) solutions. Additionally, I also worked as a Learning Coordinator (Contractor) at Nanak Naam, a global well-being organisation. I hold a diploma of financial planning (RG 146) and a Masters in Teaching (Secondary).My core competencies include managing and resolving complex client queries, liaising with regulatory bodies and technical specialists, mentoring colleagues and new staff, and delivering exceptional customer service. I have a proven track record of onboarding new clients from existing referrals, arranging for quality reviews of fund documents and providing solutions for clients' well-being goals.I am passionate about helping clients achieve their financial, academic, well-being goals and aspirations by providing them with reliable, compliant, and efficient solutions. I enjoy learning and sharing my knowledge and expertise in the SMSF, Finance, Education and Public sector, as well as staying updated on the latest trends and developments in the market and economy. I am also fluent in English, Punjabi, and Hindi, which enables me to communicate effectively with diverse clients and stakeholders.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Sydney, New South Wales, Australia
1. Actively managing Client relationships.2. Assist with client enquiries in line with the company’s service offering and liaise with key relationships.3. Draft and produce client communications as required by advisors and managers.4. Managing Chat, email & phone enquiries from advisers/clients.5. Utilizing effective problem solving and time management.
London, England, United Kingdom
1. Strategically expanding a global network of meetup group volunteers by proactively seeking out partnerships with new organisations to host run Nanak Naam group-learning courses.2. Enlisting, developing, managing and maintaining volunteers related to learning groups;3. Creating and executing a long-term strategy to expand the network of learning groups.
Sydney, Australia
1. Managing and resolving complex client queries under KPIs. 2. Onboard new clients from existing client referrals.3. Liaising with regulatory bodies/technical specialists to assist clients resolve any compliance/complex issues.4. Liaising between the Client and Internal Accountants in the completion of annual tax returns.5. Arranging for reviews of.
1. Providing first level support to prospective clients and establish the Self-Managed Super Fund (SMSF) product efficiently and compliantly. 2. Identifying trends in the market/economy and evolving behaviours of the general populous that may support or impede the success of Squirrel’s client acquisition model and its business. 3. Formulating strategies to.
1. Undertaking rigorous training involving RG146 accreditation (Diploma of Financial Planning), encompassing retirement planning, securities and managed investments, and financial planning skills.2. Establishing relationships with all levels of management, from team members to the Program’s Leadership team. 3. Moving to Sydney Olympic Park for 12 weeks of.
1. Undertaking face-to-face training on Financial statements, Sales training, Secured Consumer Lending workshops, AFSL Tier 2 (Australian Financial Services Licensees), Credit Writing and Lending Submissions, alongside Consumer Lending and Business Lending.2. Conducting Lease quotes, transactions, Production of Certificate of Titles, Business and Consumer.
Sydney, New South Wales, Australia
1. Assisting in the processing of library materials including retrieving and returning books and other items to designated locations.2. Preservation copying and scanning of bound and unbound materials.3. Sorting and scanning various library materials.4. Answering customers' queries.5. Implementing environmental practices within the workspace (such as.
1. Started as a volunteer, raised to casual, then permanent part-time.2. Established relationships with Customers & Volunteers & improving quality of their library experience.3. Managed library Volunteers and provided them with tasks such as laminating. 4. Developed Mandarin skills and general communication skills applicable to multicultural customers.
Other employees you can reach at hub24.com.au. View company contacts for 191 employees →
Michelle Pears
Colleague at Hub24 Limited
Denham Court, New South Wales, Australia, Australia
View →
NK
Nathan Kim
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
View →
KH
Kevin Hong
Colleague at Hub24 Limited
Northmead, New South Wales, Australia, Australia
View →
SP
Samantha Pierce
Colleague at Hub24 Limited
Kingsford, New South Wales, Australia, Australia
View →
JC
James Cordukes
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
View →
JJ
Jade Jade
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
View →
GK
Getyarah Khalil
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
GS
Gloria Sandy
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
TP
Thomas Palamara
Colleague at Hub24 Limited
Melbourne, Victoria, Australia, Australia
View →
LZ
Lisa Zhang
Colleague at Hub24 Limited
Millers Point, New South Wales, Australia, Australia
View →
Masters in Teaching (Secondary) - majoring in Mathematics, Business Studies and History
Activities and Societies: Diploma of Financial Planning (RG146)
Activities and Societies: Sikh Students Association Graduated with Bachelor of Commerce (International). Majored in Finance and.
Activities and Societies: Sikh Society Volunteer As a part of the Bachelor Degree, I had the opportunity to travel to the University of.
Quick answers generated from the profile data available on this page.
Dibjot Singh works for HUB24 Limited.
Dibjot Singh is listed as Financial Planning expert & Client Service Manager at HUB24 Limited.
Dibjot Singh is based in Sydney, New South Wales, Australia while working with HUB24 Limited.
Dibjot Singh has worked for Hub24 Limited, Nanak Naam, Superconcepts, Squirrel Superannuation Services, and Commonwealth Bank.
Dibjot Singh's colleagues at HUB24 Limited include Michelle Pears, Nathan Kim, Kevin Hong, Samantha Pierce, and James Cordukes.
You can use AeroLeads to view verified contact signals for Dibjot Singh at HUB24 Limited, including work email, phone, and LinkedIn data when available.
Dibjot Singh holds Master'S Degree, Secondary Education And Teaching from University Of New England (Au).
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Dibjot Singh you were looking for.
View similar profiles
