Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Meilech

Perth,WA

Summary

Talented professional with several years of experience and successful career in planning, developing, and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.

Overview

16
16
years of professional experience

Work History

CEO

Capital Financial Planning
01.2023 - 06.2024
  • Oversaw the recruitment of support staff, CSOs, and Financial Planners
  • Managed weekly and monthly cash flow forecasting and business costing
  • Developed JV partnerships to drive business growth
  • Communicated with external FSL holders to ensure compliance
  • Provided training on superannuation funds and insurance products
  • Conducted sales staff training and set KPIs
  • Implemented a bespoke CRM system
  • Managed payroll and commission approvals
  • Led marketing and advertising campaigns
  • Achieved $40,000,000 in Funds Under Management (FUM) and secured 350 clients, averaging two insurance policies per client.

Co-Founder

Apex Financial Planning
09.2020 - 12.2022
  • Co-founded Apex Financial Planning, scaling from home office to a dedicated office space
  • Closed $25,000,000 in Funds Under Management (FUM) and acquired 250 clients within the first year
  • Contributed to business naming, website development, and marketing strategies
  • Designed and implemented CRM systems and necessary operational forms
  • Facilitated RCTI reconciliation and business growth to over 800 clients and $80,000,000 in FUM
  • Supported Apex Financial Planning through BD Marketing Group, providing leads and sales team training.
  • Managed overall workflow of projects from conception to completion.
  • Developed and implemented business plan to secure venture capital funding.
  • Conducted market research to assess potential opportunities for new products or services.
  • Established relationships with key customers, vendors, and partners.
  • Developed strategies to increase brand awareness through public relations initiatives.
  • Recruited, trained, managed, and evaluated staff.
  • Analyzed customer feedback to improve product offering and services.
  • Negotiated contracts with suppliers for goods and services.

Sales Representative

Superannuation Advice Australia
08.2019 - 09.2020
  • Sales Representative handling warm leads, advising on superannuation strategies, and achieving top 5 weekly/monthly sales rankings
  • Prepared statements of advice and facilitated client transitions to new super funds.
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Researched competitors' products, prices, and sales techniques.
  • Generated new sales leads through cold calling and networking activities.
  • Identified opportunities for cross-selling additional products and services.
  • Created detailed reports on daily, weekly, and monthly sales activity.
  • Provided technical support for customers using the company's products or services.

Finance Broker

1800Approved
04.2018 - 08.2019
  • Specialized in asset finance, managing applications and submissions to optimize client outcomes.
  • Educated clients about different types of investments available in the marketplace.
  • Reviewed customer accounts periodically to ensure they are compliant with regulations.
  • Liaised with other departments within the organization as necessary to facilitate transactions.
  • Resolved any customer service issues that arose during transactions or afterwards.
  • Assessed client's risk tolerance, needs and objectives before recommending suitable products or services.
  • Identified areas of improvement in existing processes to increase efficiency.
  • Identified areas where improvements could be made to enhance efficiency and profitability.

Sales Manager

Yes Loans
09.2013 - 08.2018
  • Led a team of 15 brokers, achieving top performance while overseeing daily operations and annual budgeting
  • Managed credit submissions and lender relationships, ensuring optimal client matches.
  • Created and presented monthly reports to management on sales performance.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Maintained accurate records of all transactions between customers and company representatives.
  • Developed pricing strategies that would maximize profits while still remaining competitive in the market.
  • Assisted senior management in developing long-term strategic goals for the company's growth.
  • Analyzed customer data to identify trends, preferences, and opportunities for growth.
  • Collaborated with marketing team to create promotional materials for target customers.

Associate Private Banker

Westpac Group
08.2011 - 09.2013
  • Provided comprehensive banking services to high-net-worth clients
  • Supported portfolio management and wrote credit submissions for various financial products.
  • Educated customers on available banking services such as online banking systems or debit cards.
  • Prepared presentations on current market trends for potential new clients.
  • Analyzed client portfolios for risk tolerance, liquidity requirements, tax implications, and investment goals.
  • Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
  • Collaborated with other departments within the bank to ensure prompt resolution of customer issues.
  • Monitored changes in laws and regulations that affect banking operations or private banking activities.
  • Organized meetings with clients to review their financial situation regularly.
  • Developed detailed wealth management strategies to meet clients' long-term objectives.
  • Facilitated the opening of new accounts in accordance with bank policies and procedures.

Business and Finance Manager

AHG
Osborne Park, WA
01.2009 - 08.2011
  • Negotiated contracts with vendors in order to obtain competitive pricing structures.
  • Coordinated with other departments within the organization regarding budgeting matters.
  • Collaborated with external auditors to ensure compliance with applicable laws and regulations.
  • Evaluated existing processes within the finance department and identified areas for improvement.
  • Provided guidance on accounting issues related to new business initiatives.
  • Ensured compliance with KYC policies during the intake of client applications
  • Used the client's overall credit profile to apply and submit applications to appropriate finance companies
  • Maintained accurate record-keeping for signed documents, settlements, and financial transactions.

Associate

Macquarie Bank
02.2008 - 12.2008
  • Developed strategies for trading stocks that would maximize returns while minimizing risks.
  • Provided technical support when needed for online trading platforms or software applications.
  • Monitored market conditions, news events, and economic indicators in order to identify potential investment opportunities.
  • Reviewed client portfolios regularly to assess risk levels and make appropriate adjustments.
  • Collaborated with other departments within the organization such as compliance, operations.
  • Conducted research on various companies and industries in order to provide accurate analysis of the stock market.
  • Maintained detailed records of all transactions in accordance with regulatory requirements.
  • Informed clients of new products or services offered by the company related to investments.
  • Advised clients on tax implications associated with different types of investments.

Education

Master of Finance, Finance, General -

Curtin University
12.2012

Bachelor of Commerce - BCom (Honors) -

Curtin University
11.2007

PG 146 -

Kaplan Professional
07.2007

Diploma of Marketing Communications -

Curtin University
03-2006

High School Diploma -

Carmel School
12-2003

Skills

  • Crisis Management
  • Financial Acumen
  • Sustainable business models
  • Succession Planning
  • Inspirational leadership
  • Mergers and Acquisitions
  • Operational Excellence
  • Talent Development
  • Innovation management
  • Effective Decision Making
  • Financial Leadership
  • Stakeholder Management
  • Human Resources
  • New Business Development
  • Business Administration

Timeline

CEO

Capital Financial Planning
01.2023 - 06.2024

Co-Founder

Apex Financial Planning
09.2020 - 12.2022

Sales Representative

Superannuation Advice Australia
08.2019 - 09.2020

Finance Broker

1800Approved
04.2018 - 08.2019

Sales Manager

Yes Loans
09.2013 - 08.2018

Associate Private Banker

Westpac Group
08.2011 - 09.2013

Business and Finance Manager

AHG
01.2009 - 08.2011

Associate

Macquarie Bank
02.2008 - 12.2008

Master of Finance, Finance, General -

Curtin University

Bachelor of Commerce - BCom (Honors) -

Curtin University

PG 146 -

Kaplan Professional

Diploma of Marketing Communications -

Curtin University

High School Diploma -

Carmel School
Daniel Meilech