Thomas Wald Email & Phone Number

Sydney, Nsw, Au

Sydney, Australia

As a Medical and Dental Finance Specialist in the NSW, I am dedicated to providing tailored financial solutions to doctors, dentists and vets based in Sydney and Canberra.I am focused on assisting my clients with a variety of practice finance arrangements, including:*Practice set-up with multiple specialists, including property, fit-out, construction and equipment finance plus working capital*Goodwill acquisition for purchase of interest into… Show more As a Medical and Dental Finance Specialist in the NSW, I am dedicated to providing tailored financial solutions to doctors, dentists and vets based in Sydney and Canberra.I am focused on assisting my clients with a variety of practice finance arrangements, including:*Practice set-up with multiple specialists, including property, fit-out, construction and equipment finance plus working capital*Goodwill acquisition for purchase of interest into partnerships/associateships*Practice premises acquisition for new set-up, relocation and expansion for specialist medical, dental and veterinary practitioners*Complex borrowing arrangements involving trusts and self-managed super funds*Structured practice buy-ins involving multiple partners and entities. I endeavor provide a holistic banking offering to my clients with an expertise in transactional and deposit products such as; credit cards, debit cards, term deposits, savings, transactional and foreign exchange accounts.Utilising an in-depth knowledge of the industry, the clients, the suppliers and the credit policies that surround it, I manage long lasting customer relationships by ensuring the client comes first. Show less

Sydney, Australia

BOQ Specialist Bank, formerly Investec, provides distinctive banking services for a niche client base of high net worth professionals involved in the medical, accounting and adviser industries. As a bank that focuses on long lasting relationships, customer service is the core of the business. The role required a mix of communicative and technical abilities, to achieve solutions in a high paced environment. As such, this role required an understanding of a wide variety of products, ranging from… Show more BOQ Specialist Bank, formerly Investec, provides distinctive banking services for a niche client base of high net worth professionals involved in the medical, accounting and adviser industries. As a bank that focuses on long lasting relationships, customer service is the core of the business. The role required a mix of communicative and technical abilities, to achieve solutions in a high paced environment. As such, this role required an understanding of a wide variety of products, ranging from but not limited to: Lending products; commercial, residential and personal loansTransactional banking Credit card’s Deposit products; Transactional, Foreign Currency, Term depositsDuring my tenure I became involved in Adviser Services. Managing broker relationships and their respective deposit portfolio’s was a key competency of this role. This involved an in-depth understanding of the financial and foreign exchange markets and how banks interconnected with each other on an operational basis.This role eventuated to my appointment in the Client Experience Team. The role consisted of outbound calls where the consultant would add value to the client’s experience by maximizing their products value. This involved an in depth product and system knowledge and the ability to communicate technical solutions to client. This role had a continuous operational project which focussed on improving the customer life cycle. This involved innovative thinking with regards to the banks outgoing communication, products and internal processes.Achievements: • Successful completion of RG146 Tier 1: Compliance Solutions - General Knowledge• Successful completion of RG146 Tier 1: Compliance Solutions - Foreign Exchange• Utilising 360T to perform foreign exchange rates for clients whilst staying in tune with market movements Show less

Sydney

• Provide support to senior executives in the preparation of all business interruption and material damage related claims.• Responsible for the consolidation and reconciliation of financial summaries for comparison.• Responsible for the management of client accounts and billings. • Responsible for maintaining relationships within MSM's internal and external service lines.• Duties focused primarily around the programs Microsoft Excel, Open Practice and Xero.

Randwick

• Provide customer service in a fast paced environment• Responsible for the handling and service of food and beverage• Responsible for accountability of large sums of cash• Responsible for gaming and related services• In depth knowledge of products sold

• Management of Bar at Verge Gallery events• Responsible for the service of alcohol • Providing fast paced customer service in a changing environment

Surry Hills

• Provided Customer and Hospitality Services in a fast paced environment• Responsible for the stock and operations of the venue

St Ives

• Provided services for Students studying their HSC• Responsible for the care and learning of teenagers.• Responsible for the demonstration and teaching of concepts and analytical skills required by the HSC Subjects:Mathematics, Modern History, Geography, Biology.

Finance, Business/Commerce, General

High School