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Daisy Dai

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Sydney, New South Wales, Australia

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Timeline
About me
Support Services Manager at 5 Financial
Education
- Berkeley Business Institute
  2019 - 2019
  Diploma of Project Management
  Obtained essential skills and knowledge to effectively plan, execute, and oversee projects across various industries.
- Clarendon Business College
  2017 - 2019
  Advanced Diploma of Leadership and Management Business Administration and Management, General
  Enhanced leadership skills and expertise in managing teams and organizations. Equipped with advanced strategies and practical knowledge to navigate complex business environments, drive innovation, and achieve strategic objectives.
- Kaplan Professional
  2019 - 2021
  Graduate Diploma of Financial Planning
  Gained a deep understanding of investment strategies, risk management, retirement planning, super & SMSF, estate planning, taxation, and compliance regulations.
- ANU College of Business and Economics
  2011 - 2014
  Bachelor of Finance Quantitative Finance & Accounting
  Activities and Societies: Swimming and badminton.
Experience
- 5 Financial
  Nov 2015 - now
  Oversee the back-office operation and provision of services to clients. Assist the client service managers with their jobs and provide support. Ensure the company is running a smooth efficient service that meets the expectations and needs of our clients. Client's first point of contact relating to their advice. Ensure the company delivers on its promises. Communicate well with clients, and ensure all aspects of strategy implementation are completed correctly and efficiently so that the financial advisers can deliver high-quality financial advice.
  - Support Services Manager
    Oct 2021 - now
  - Client Services Manager
    Nov 2015 - Oct 2021
Licenses & Certifications
- Certificate IV in Finance and Mortgage Broking
  Kaplan Professional
  Mar 2016