Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Danny Alvarez is someone who has always been self-motivated. As a young professional, he has constantly valued his formal education and life experiences as the foundation of his personal development. Alvarez takes great ownership of the challenges in his life and the positive growth thereof. Beginning from when his family lost their livelihoods to a personal misfortune and the disbelief and emotional cycle that then followed, he believes that this experience alone shaped his adult life, as it has been the driver of his family’s progress and has given him all the strength to strive in his career and leave his small contribution to this rewarding industry.
Alvarez’s professional network grows day by day and is a mix of childhood and sports friends, as well as professionals he has encountered through his career in real estate, risk management and now through his focus on construction and development transactions, with the team at Simplicity Loans and Advisory. He was the first employee in the business, and in five years, he has witnessed the continued growth and accolades achieved by SLA.
His education thus far has seen him achieve the diploma in real estate, diploma in broking and finance, and his graduate degree in business from the University of New South Wales. He aspires to continue his contribution to the industry with his education.
Alvarez believes that the key is to be in the right mindset and among the right support network. He hopes to grow his client pipeline and continue his personal development by embracing the magic of learning within this complex but rewarding industry.
Suite 7, 33 Ryde Rd, NSW 2073
0482 999 555
danny@simplicity.net.au
linkedin.com/in/danny-alvarez-b39258166
simplicity.net.au
Danny Alvarez
Associate Director
Simplicity Loans & Advisory
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Bio
Milestones
Profile
Milestones
2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2004–07
2007–11
2012–15
2015–present
2019
Read on
Special Report
Home
Bio
Milestones
Milestones
Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2004–07
2007–11
2012–15
2015–present
2022
Read on
Special Report
Home
Bio
Milestones
2022
2015–present
2012–15
2007–11
2004–07
2019–present
Insurance Business Magazine | Key Media
Head of Asia Pacific, Liberty Global Transaction Solutions
2019–present
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2015–present
Human Resources Magazine | key media
Managing Director, Australia and New Zealand at Insurance Advisernet
2015–present
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2012–15
Human Resources Magazine | key media
Chief Underwriting Officer at QBE Asia
2012–15
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2007–11
Human Resources Magazine | key media
GM Australian Intermediaries at QBE
2007–11
1997
2004-07
human resources | key media
NSW Regional Manager at QBE
2004-07
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Milestones
2019
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2014–2017
2017–2021
2022
Present
Present
Aug 2022
Financial Planner at Carnegie Morgan Hill
2014–
2017
Analyst at Simplicity Loans & Advisory
2017–
2021
Recognised as one of MPA’s Rising Stars
AMA’s Young Gun of the Year Finalist
2022
Associate Director at Simplicity Loans & Advisory since 2021
Present
Commercial broker since 2017
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
2014–18
2018–20
2019–19
2019–present
2018–present
Financial Planner at Carnegie Morgan Hill
2014–
2017
Project Coordinator at QBE Insurance
2018-20
National Relationship Manager at QBE Insurance
2019–
19
2019–22: Co-Founder and Business Operations at Mitti Insurance
2019–present: Co-Founder and Head of Sales & Underwriting at Mitti Insurance
2021: Insurance Business Young Gun, Australian Insurance Industry Awards 2021 Finalist (Insurtech of the Year) Issued by ANZIF in September 2021, Australian Insurance Industry Awards 2021 Winner (Insurtech Start-Up of the Year) Issued by ANZIF in August 2022
2019–
present
Vice President, Global Talent Acquisition, Immigration and Mobility
2021: DEI Champion awardee at the National Diversity & Leadership Conference, USA
2021 and 2022: HR Excellence Awards, Talent Acquisition, Gold
2021 and 2022: HR Excellence Awards, Women Empowerment Strategy, Silver
2022: HR Excellence Awards Talent Mobility, Gold
2022: HR Excellence Awards, DEI, Bronze
2022: HR Excellence Awards, Employee Branding, Silver
2020,2021,2022: Great Place to Work: Best Place to work for medium/large organization in Singapore and Asia
2018–
present
Milestones
2014–18
2018–20
2019–19
2019–present
2018–
present
Assistant Business Relationship Manager at QBE Insurance
2014–
18
Project Coordinator at QBE Insurance
2018-
20
National Relationship Manager at QBE Insurance
2019–
19
2019–22: Co-Founder and Business Operations at Mitti Insurance
2019–present: Co-Founder and Head of Sales & Underwriting at Mitti Insurance
2021: Insurance Business Young Gun, Australian Insurance Industry Awards 2021 Finalist (Insurtech of the Year) Issued by ANZIF in September 2021, Australian Insurance Industry Awards 2021 Winner (Insurtech Start-Up of the Year) Issued by ANZIF in August 2022
2019-
present
Vice President, Global Talent Acquisition, Immigration and Mobility
2021: DEI Champion awardee at the National Diversity & Leadership Conference, USA
2021 and 2022: HR Excellence Awards, Talent Acquisition, Gold
2021 and 2022: HR Excellence Awards, Women Empowerment Strategy, Silver
2022: HR Excellence Awards Talent Mobility, Gold
2022: HR Excellence Awards, DEI, Bronze
2022: HR Excellence Awards, Employee Branding, Silver
2020,2021,2022: Great Place to Work: Best Place to work for medium/large organization in Singapore and Asia
2018–
present
Milestones