Dominic Brown
Lambton,NSW
Summary
Motivated Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in building strong client relationships and helping clients meet financial goals through sound advice and effective portfolio management.
Overview
28
28
years of professional experience
Work History
Financial Planner
Aware Super
01.2015 - Current
- Drafted comprehensive financial plans to offer recommendations to meet clients goals and objectives.
- Continuously updated industry knowledge through professional development.
- Provided exceptional customer service and developed strong client relationships.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided ongoing financial advice to client book of over $120 million.
Financial Planner
Advisory Group AMP
01.2009 - 12.2014
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
Private Client Stockbroker
Brewin Dolphin
01.1997 - 01.2003
- Maximized returns on clients investments with strategic asset allocation and diversification
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Developed custom share portfolios tailored to individual client needs, risk tolerance, and objectives.
Education
Master of Financial Planning - Financial Planning
Kaplan
Skills
- Over 25 years experience in stockbroking/financial planning
- Strong rapport and relationship with clients
- Impeccable compliance record
- Specialist in retirement planning and investing
Timeline
Financial Planner
Aware Super
01.2015 - Current
Financial Planner
Advisory Group AMP
01.2009 - 12.2014
Private Client Stockbroker
Brewin Dolphin
01.1997 - 01.2003
Master of Financial Planning - Financial Planning
Kaplan
Similar Profiles
Janice McPeakeJanice McPeake
Case Manager (Death Claims) at Aware SuperCase Manager (Death Claims) at Aware Super
Roshan AlphonsoRoshan Alphonso
Continuous Improvement Specialist at Aware SuperContinuous Improvement Specialist at Aware Super
Aditya PaliwalAditya Paliwal
Investment Senior System Analyst at AWARE SUPERInvestment Senior System Analyst at AWARE SUPER