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@forsythbarr.co.nz
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Daniel Bond is listed as . based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at forsythbarr.co.nz and a matched LinkedIn profile for Daniel Bond.
Daniel Bond previously worked as Investment Adviser at Forsyth Barr - Investment Advice and Authorised Financial Advisor at Macquarie Private Wealth. Daniel Bond holds Ba Hons, Economics from Heriot-Watt University.
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27 years in authorised advisory and broking roles. Strong communication, negotiation and influencing skills with technical investment proficiency and market knowledge. Experience of several market cycles. Demonstrable track record in identifying, targeting and closing sales. Self organised, self sufficient, target driven. Able to establish strong professional referral networks. UK & NZ experience and qualifications 2011, National Certificate in Financial Services (Financial Advice Level 5) NZ2011, Authorised Financial Advisor, Financial Markets Authority, NZ2011, NZX Advisor, NZX Ltd2005, Cert PFS, The Personal Finance Society, UK2002, Investment Management Certificate, UK Society of Investment Professionals2001, Financial Planning Certificates 1,2,3, Chartered Insurance Institute, UK1996, Securities Representative, Securities and Futures Authority Ltd, UK1995, BA Hons, Heriot-Watt University, UK
Listed skills include Financial Analysis, Management, Leadership, Project Management, and 10 others.
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Auckland, New Zealand
Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit forsythbarr.co.nz/about.
Auckland
NZ Private Wealth operation of the ASX listed Macquarie Bank. Prospecting, on-boarding, establishing client portfolios. On going monitoring and management. Working with fixed interest/equity specialists in establishing risk appropriate investments and trading opportunities for client portfolios. Revenue generation through underwriting new NZX issues.
Auckland, New Zealand
Investment adviser for several branches of the bank's Auckland city and rural network. Liaising with bank staff in identifying prospective clients for investment advise. Approaching and then taking clients through the advice process and matching with the appropriate investment. Consistently in the top tier for FUM achieved ($40m in 22months) and sales.
Bristol, United Kingdom
Investment Manager for the firm's pensions planning dept. Managing a collective IFA book of the firm's private clients' SIPP, SASS and EPS portfolios. Using research processes to screen, vet and identify a panel of suitable investments. Liaising with fund management groups to assess their products and the accountancy arm of the firm for referral.
London, United Kingdom
Executing trades for the company's private, intermediary and corporate clients back in the days of the quote driven market. Prior to this I worked as an order taker for Aitken Campbell, a firm of LSE market makers in Glasgow.
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Daniel Bond is listed as ..
AeroLeads has found 1 work email signal at @forsythbarr.co.nz for Daniel Bond.
Daniel Bond is based in Auckland, Auckland, New Zealand.
Daniel Bond has worked for Forsyth Barr - Investment Advice, Macquarie Private Wealth, Asb Bank, Smith & Williamson, and Fidelity Investments.
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Daniel Bond holds Ba Hons, Economics from Heriot-Watt University.
Daniel Bond is listed with skills including Financial Analysis, Management, Leadership, Project Management, Risk Management, Financial Modeling, Financial Services, and Investments.
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