Arthur Galis
Londonderry,NSW
Summary
Senior Broker with extensive experience in financial securities, commodities, and real estate markets. Known for adept negotiation skills, strong analytical abilities, and strategic planning strengths. Demonstrated ability to improve client satisfaction rates and portfolio performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Broker
All Funds Pty Ltd
Londonderry , NSW
2015.12 - Current
- Built and managed client relationships to facilitate successful loan transactions.
- Provided professional guidance on financing options for real estate purchases and mortgage refinancing.
- Established a strong client base through referrals and maintaining positive connections with previous customers.
- Maintained a comprehensive knowledge of current banking regulations related to commercial lending activities.
Home Finance Manager
Westpac
Richmond , NSW
2013.12 - 2015.12
- Provided guidance on debt restructuring and loan consolidation options for clients.
- Negotiated and finalized terms with lenders for clients seeking mortgage loans or financing products.
- Provided ongoing support to existing customers regarding questions about their finances.
- Managed loans from application to submission to closing by coordinating file movements between underwriter, mortgage lender and closing parties.
Financial Advisor
BT Financial services
Richmond , NSW
2013.05 - 2013.12
- Created customized financial plans and strategies based on clients' unique requirements.
- Conducted comprehensive analysis of clients' financial status, assessing risk, managing cash flow, and planning for retirement.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
Education
Diploma of Finance And Mortgage Broking - Finance
Institute of Strategic Management
Sydney2016-10
Certified Financial Planner - Financial Planning And Services
Kaplan
Sydney, NSW2013-05
Skills
- Market research expertise
- Networking and relationship building
- Conflict resolution techniques
- Strategic planning abilities
- Sales strategy development
- Regulatory compliance understanding
Certification
- MFAA member since 2016
- AFCA member since 2016
Languages
Greek
Limited
Dutch
Limited
Websites
Timeline
Senior Broker
All Funds Pty Ltd
2015.12 - Current
Home Finance Manager
Westpac
2013.12 - 2015.12
Financial Advisor
BT Financial services
2013.05 - 2013.12
- MFAA member since 2016
- AFCA member since 2016
Diploma of Finance And Mortgage Broking - Finance
Institute of Strategic Management
Certified Financial Planner - Financial Planning And Services
Kaplan
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