About Plum Solutions

Based in Sydney, Australia, Plum Solutions has been providing professional financial modelling solutions since 2004. The business is based on core principles of honesty, integrity, accuracy and professional conduct.

Why choose Plum Solutions

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Plum Solutions specialises in financial modelling – that’s all we do!

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With over fourteen years experience in financial modelling and analysis experience in a range of industries – chances are we’ve seen your problem before!

You can engage us for as long or as short as you like; perfect for those ad hoc projects.

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You’ll find our rates very competitive, particularly compared to hiring an in-house analyst.

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From a simple formula fix to redesigning an inherited model, we’ll get a model working to suit your needs.

Danielle Stein Fairhurst

Principal Consultant

Danielle Stein Fairhurst is a financial modelling and analysis specialist. She is the author of “Using Excel for Business and Financial Modelling”, Third Edition published by Wiley Finance 2019 and “Financial Modeling in Excel for Dummies” published by Wiley in 2017. In 2021 she was awarded the prestigious Microsoft Most Valuable Professional (MVP) award. With over 20 years’ experience as a financial analyst, she helps her clients create meaningful financial models in the form of business cases, pricing models and management reports. She has hands-on experience in a number of industry sectors, including telecoms, information systems, manufacturing and financial services.

Danielle has regular engagements around Australia and globally as a speaker, course facilitator, financial modelling consultant and analyst, was a guest on Excel TV and has been interviewed for several industry podcasts. She was on the judging panel for the 2020 Financial Modelling Innovation Awards. She founded the Financial Modellers’ Meetup groups which now has over 5,000 members in seven countries as well as a LinkedIn forum with over 50,000 members. An advocate for women in finance, she was on the Diversity Council for the ModelOff Financial Modeling World Championships and founded the Women in Financial Modelling online community. She is a Chartered Financial Modeler (FMI) and holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and has taught management accounting subjects at Sydney University.

See Danielle’s Amazon Author page
Connect with her on LinkedIn

Qualifications

Chartered Financial Modeler (CFM, FMI)
Master of Business Administration (MBA, MGSM)
Certified Diploma in Accounting and Finance (CDAF, ACCA)
Bachelor of International Business Relations (BaIBR, GU)

Susan Wilkin

Office Manager

Susan arranges and co-ordinates all of the Plum Solutions workshops, deals with all administration issues and assists with any enquiries. Susan joined Plum Solutions in 2009 and has over 20 years experience in office administration, office management, personal assistance and team training coordination roles for a variety of industries. Her experience, friendly disposition and strong work ethic make her a key part of our organisation in assisting with your enquiries.

She can be contacted on info @ plumsolutions dot com dot au or talk to her through Live Chat.

Plum Solutions Clients

Past and current clients include SMEs and major corporations in the following industries:

Wealth Management

Media

Manufacturing

Education

Life Insurance

Call Centres

Private Investment

Mortgage Broking

Financial Services

Non-profit

Architecture

It’s a new Experience for me since its I’m not very familiar with Excel, I like to learn new stuff that will hopefully help me in my work. “Excel Modelling Skills” Live Virtual Training, May 2021.

Investment Banking Graduate, Middle East

Danielle uses various communication methods to keep us engaged. She uses credible sources for her course. Danielle is very engaging, polite and professional. Her vast knowledge of Excel is evident and I love the way she tries to apply Excel to our specific work situations!

Head of Investments / Non Profit

This course was not overwhelming whatsoever. I liked how the facilitator kept it straight forward and simple without any complication. “Excel Modelling Skills” Live Virtual Training, May 2021.

Investment Banking Graduate, Middle East

The program included practical training so whenever the trainer would be explaining a new topic we had some time to try to implement the techniques we learned. Data Visualization and Dashboards in Excel, September 2021

Abu Dhabi, Finance & Investments

I liked the combo of theory with practical activities. And the follow up on questions etcetera. But also the returning one-on-one. Because now you are going to put into practise what you have learnt, and for sure you bump into issues, etcetera. So nice to be able to have a one on one to talk this th...

Finance Professional, Netherlands

Good facilitation of workshop. I’m keen to apply the learnings to my role.

Financial Technology, MYOB

Thank you very much for the fruitful session, it was a really pleasant experience. Kahoot quiz was totally fun. Data Visualisation and Dashboards in Excel, Online and Live, March 2022

Finance Industry

Easy to understand and very helpful to my work. It was an awesome training course in regards to dashboard reporting as it enhanced my Excel skill in terms of simplified in financial reporting.

Infrastructure Industry