Résumé – Daniel Tudor 0426 117 587

Personal/Contact Details D.O.B : 20/09/1991 Age 27

Contact number: 0426 117 587

Email address: Daniel.G.Tudor@gmail.com
Postal address: 3B Mayfield Street, Reynella, SA, 5161

Education

2018 Kaplan Professional

• Studying Masters of Applied Finance

2016-2017 Kaplan Professional

• Graduate Diploma of Financial Planning

2016 Investment Banking Institute

• Diploma of Financial Services

2007 – 2010 Woodcroft college

• Secondary education and successful completion of Year 12 & SACE
Employment History

DEC 2016 – JUN 2018 Financial Advisor - Rocket Wealth Management

Key Responsibilities : • Lead generation

• Conducting face to face appointments
• Identify client goals, needs and concerns
• Educating and demonstrating certain concepts to client
• Constructing and presenting statements of advice for clients
• Providing ongoing service
• Form new referral partnerships (i.e. accountants, mortgage brokers)
• Holding and presenting at financial seminars
DEC 2016 – JUN 2018 Financial Advisor - Rocket Wealth Management (continued)

Key Achievements : • Created successful referral relationship with a medium sized

accounting firm
• Held seminar on "How to get financially ahead whilst single" with
over 50 new prospective clients in attendance
• 100% compliant track record
JAN 2015 - MAY 2016
Personal Finance Representative – GE Money
Key Responsibilities :
• Generate new business through outbound calling
• Up-sell and cross-sell to existing clients
• Form referral relationships with finance brokers
• Complete client application forms
• Meet weekly KPIs
• Greet and assist any foot traffic customers
JUL 2012 - NOV 2014
Telemarketing & Sales – TSA Telco
Key Responsibilities :
• Outbound calling existing clients
• Customer Service
• Client retention
• Technical support
• Case work and complaints handling
Key Achievements :
• Received two consecutive quarterly awards for achieving minimal phone
break target
APR 2010 - JUL 2012 • Nominated 2IC (2nd in charge) of team

Key Responsibilities : Production Worker – Ozone Pty Ltd

• Equipment assembly
• Packaging
 • Various manual labour duties

Skills
 Lead generation
 Customer Service
 Face-to-face client appointments
 Customer relationship building skills
 Capable of identifying client’s wants and needs
 Communicates new concepts simply and effectively
 Self-motivated and experienced working in a target driven environment
 Highly computer literate, able to adapt to new software easily

Additional information
 Highly flexible (I.e. working after hours, weekends, public holidays)
 Strong organisational skills
 Empowered by discomfort and enjoys new challenges
 Enjoys working within a team and learning from others
 Highly goal orientated

Hobbies & Interests

• Trading Foreign Exchange Markets

• Spending time with friends and family

• Mixed martial arts

• Keeping fit

Referees
[References available upon request]