Daisy Dai

Daisy Dai: Email & Phone Number

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Associate Advisor at 5 Financial|Sydney, New South Wales, Australia

Position:

Associate Advisor at 5 Financial

Location:

Sydney, New South Wales, Australia

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Last updated: 2026-07-04
Updated: 2026-07-04

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Work Experience 11 years

Associate Advisor at 5 Financial

Jan 2025 - Current

Support Services Manager at 5 Financial

Oct 2021 - Jan 2025

Client Services Manager at 5 Financial

Nov 2015 - Oct 2021

Daisy Dai started working in 2015, then the employee has changed 2 jobs. On average, Daisy Dai works for one company for 3 years 7 months.

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.

Education

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

Daisy Dai Namesakes

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Daisy Dai
Devotion Games
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Daisy Dai
APJ Partner Education Lead & WW Employee Engagement Lead
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Daisy Dai
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