Dilip Patel

WORK HISTORY

ABOUT DILIP PATEL

I have extensive experience in banking and finance, having worked in the industry since 1998. I am very passionate about this industry and want to support the community and clients to achieve their financial goals. Having held roles in operations, settlements, branch operations, international transactions, staff training manager, business credit, underwriting, business manager, commercial relationship manager, self employed adviser/mortgage broker, and business development manager. This also includes my offshore experience working in the UK Finance Industry. My breadth of experience has given me a good understanding of how to really help & support clients and also financial advisers in todays ever changing world of finance. I have an innovative approach to look ahead and anticipate market changes to avoid any issues that may arise. With each opportunity, I put myself in the clients and advisers shoes to achieve the best result. Have provided many training sessions to support, train and develop financial advisers nationwide with their development and mentor their businesses grow. This is a two-way exchange as I have learned much more about their businesses and will use this knowledge to improve my service to them.