"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                      
Sydney Office< Sydney Office

Sydney Office

Address:
Level 6, Suite 3
99 York Street
SYDNEY NSW 2000

Mailing Address:
PO Box 427
Queen Victoria Building
SYDNEY NSW 1230

Phone: (02) 8297-9700
Fax: (02) 9279-0013

Daniel Jovanovich

Mergers & Acquisition Coordinator

Daniel commenced work at Financial Index Australia in April 2007 as an Administration Coordinator whilst also studying the Diploma of Financial Planning. He has achieved a Bachelor degree in Business from the University of Technology Sydney, majoring in Financial Planning and Business Management.

 Daniel has now progressed to the role of Local Operations Coordinator, assisting with the day-to-day running of the Sydney office and ensuring all advice documents are provided to clients in an accurate, timely and efficient manner.

 In addition to this, Daniel has recently adopted the role of National Mergers and Acquisitions Coordinator, working closely with the Chief Financial Officer, Matthew Games, and the Director of Acquisitions and Investment, Jeff Singh. This role entails liaising with potential financial planning acquisition businesses and managing a due diligence process to ensure a successful and smooth migration into FIA.

 As a part of Daniel’s involvement in the Support Services team, he manages various special projects, and helps out across the different departments within FIA when required.

 

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