“I had the pleasure of working with Dani for a period of 12 months, over which time she managed in-progress insurance applications and followed up outstanding requirements in an efficient, organised and professional manner. Dani was a great addition to our team and I wish her all the best in her future endeavours .”
About
Experienced business development professional with a demonstrated 10 year history of working in the financial services industry with skills and knowledge across both insurance and investment strategies. Armed with this extensive experience in support, back office processes I am able to assist holistic advice firms create business efficiencies, and identifying opportunities to help financial service businesses grow.
Activity
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https://lnkd.in/dG_GJ-r2 👆 Headlines 👆 💥 Retirees bankrolling private school fees amid high interest rates 📚 Increasing cost of education…
https://lnkd.in/dG_GJ-r2 👆 Headlines 👆 💥 Retirees bankrolling private school fees amid high interest rates 📚 Increasing cost of education…
Liked by Dani Dy
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This client used an #investmentbond to save $10k of #tax in this current financial year, AND at the same time set up an #investment plan that would…
This client used an #investmentbond to save $10k of #tax in this current financial year, AND at the same time set up an #investment plan that would…
Liked by Dani Dy
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Commentary and news surrounding the HECS and HECS Help programs have received a lot of attention over the past 48 hours. Last year, Futurity…
Commentary and news surrounding the HECS and HECS Help programs have received a lot of attention over the past 48 hours. Last year, Futurity…
Liked by Dani Dy
Experience
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Education
Languages
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Central Khmer
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More activity by Dani
I am so excited to share that I have graduated from University of South Australia with a Bachelors of Financial Planning!
I'm incredibly grateful…
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I am so excited to share that I have graduated from University of South Australia with a Bachelors of Financial Planning! I'm incredibly grateful…
Liked by Dani Dy
Enjoyed a good chat with Danielle Ecuyer and the team at ausbiz covering trends in SMSF's over the last year after the release of our AUSIEX 2024…
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Enjoyed a good chat with Danielle Ecuyer and the team at ausbiz covering trends in SMSF's over the last year after the release of our AUSIEX 2024…
Liked by Dani Dy
Team Essense have officially been added to the Champion Cup! 🏆✨
You guys are forever etched into history! Mina Nguyen James Ludlow Mihaela…
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Team Essense have officially been added to the Champion Cup! 🏆✨ You guys are forever etched into history! Mina Nguyen James Ludlow Mihaela…
Liked by Dani Dy
The Adviser Big Day Out (ABDO) event is in full swing in Brisbane! Adam Tyley, one of our key team members, has just delivered an insightful…
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The Adviser Big Day Out (ABDO) event is in full swing in Brisbane! Adam Tyley, one of our key team members, has just delivered an insightful…
Liked by Dani Dy
Proud to be moving forward with a quality partner.
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Proud to be moving forward with a quality partner.
Liked by Dani Dy
Childcare costs in Australia are officially out of control and forcing many families to make the difficult decision to not return to work.
With…
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Childcare costs in Australia are officially out of control and forcing many families to make the difficult decision to not return to work. With…
Liked by Dani Dy
Had an amazing week SXSW, so many motivating and challenging sessions.
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Had an amazing week SXSW, so many motivating and challenging sessions.
Liked by Dani Dy
As I approach my birthday (once again), I can’t help but reflect on this past year where I managed to tick the box on many milestones and life goals…
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As I approach my birthday (once again), I can’t help but reflect on this past year where I managed to tick the box on many milestones and life goals…
Liked by Dani Dy
I don’t need International Women's Day to remind me of how fortunate we are to have so many smart, passionate and driven women at Verse…
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I don’t need International Women's Day to remind me of how fortunate we are to have so many smart, passionate and driven women at Verse…
Liked by Dani Dy
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