Position:
Associate Advisor at 5 Financial
Location:
Sydney, New South Wales, Australia
Found email addresses for Daisy Dai:
Found phone for Daisy Dai:
Jan 2025 - Current
Oct 2021 - Jan 2025
Nov 2015 - Oct 2021
Daisy is proficient in English and Mandarin. Their professional focus is Back Office Operations, Client Relations, and Customer Engagement across 3 core areas.
Daisy holds Certificate IV in Finance and Mortgage Broking certifications.
Master of Financial Planning at Kaplan Professional
Bachelor of Finance at ANU College of Business and Economics
Graduate Diploma of Financial Planning at Kaplan Professional
Diploma of Project Management at Berkeley Business Institute
Advanced Diploma of Leadership and Management at Clarendon Business College
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