Chris Dang

Background

About Chris Dang

A highly capable and committed Wealth Management and Financial Advice professional possessing proven technical knowledge and outstanding communication skills. With over 5 years of experience working in Financial Planning, I have developed extensive industry knowledge and built positive working relationships. I am highly qualified having successfully achieved a Bachelor of Management (Major Finance), Masters’ of Professional Accounting and a Diploma of Financial Planning. Throughout my career, I have developed my analytical skills and sharpened my attention to detail working in remediation projects and supporting financial advisers in preparing and implementing financial advice for clients. I possess the proven ability to manage workflows and working processes effectively to achieve high productivity without compromising work quality. My communication skills have been further advanced in educating customers by explaining general financial planning concepts and regular communication with financial advisers, paraplanners and quality and assurance analysts. I enjoy working in a team environment but I am also highly competent working independently. I bring a strong work ethic, adaptable approach and the ability to identify and build better work processes to help improve the productivity of my team. Further, I believe my business acumen, strong technical knowledge in investment and wealth management supported by the ability to communicate openly and effectively will be an asset to the business.