Senior Client Director
Current
May 2023 - Present
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Dan Weale Email & Phone Number
Senior Client Director
at
The Private Office NZ
1 work email found
@bnz.co.nz
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Dan Weale? Overview
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Quick answer
Dan Weale is listed as Senior Client Director at The Private Office NZ, based in Auckland, New Zealand. AeroLeads shows a work email signal at bnz.co.nz and a matched LinkedIn profile for Dan Weale.
Dan Weale previously worked as Client Director at The Private Office Nz and Partner - Private Banking at Bank Of New Zealand. Dan Weale holds Ba (Hons), Financial Economics from Kingston University.
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Email format at The Private Office NZ
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{first}_{last}@bnz.co.nz
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AeroLeads found 1 current-domain work email signal for Dan Weale. Compare company email patterns before reaching out.
Profile bio
About Dan Weale
20 years of extensive experience managing investments and relationships for High-Net-Worth Private Clients, Trusts and Charities (discretionary and advisory) in the UK and New Zealand
Listed skills include Investment Management, Trusts, Wealth Management, Portfolio Management, and 12 others.
Current workplace
Dan Weale's current company
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7 roles
Dan Weale work experience
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Client Director
The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services.Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle.
Apr 2022 - May 2024
Partner - Private Banking
Jun 2019 - Apr 2022
Wealth Management Advisor
Responsible for the provision of client investment advice, and maintaining and encouraging existing and new key client relationships.
Sep 2016 - Oct 2018
Vice President
Investment Manager for Private Clients, Trusts and Charities, managing and advising on bespoke discretionary investment mandates. Building AuM through word of mouth referrals and networking with other industry professionals and intermediaries.
Mar 2012 - Jul 2016
Portfolio Manager
Responsible for managing investments and relationships for discretionary and advisory portfolios, for High Net Worth Private Clients, Trusts and Charities. Also contributed towards the Collective Investment Committee by regularly attending fund updates and presentations both domestically and internationally.
May 2007 - Feb 2012
Portfolio Manager
Managed Private Client relationships and responsible for all aspects of investment of client assets. Also contributed towards the firm-wide investment process by sitting on both the collectives and direct equity committees.
Sep 2004 - Apr 2007
2 education records
Dan Weale education
Ba (Hons), Financial Economics
Cisi Masters In Wealth Management
FAQ
Frequently asked questions about Dan Weale
Quick answers generated from the profile data available on this page.
What company does Dan Weale work for?
Dan Weale works for The Private Office NZ.
What is Dan Weale's role at The Private Office NZ?
Dan Weale is listed as Senior Client Director at The Private Office NZ.
What is Dan Weale's email address?
AeroLeads has found 1 work email signal at @bnz.co.nz for Dan Weale at The Private Office NZ.
Where is Dan Weale based?
Dan Weale is based in Auckland, New Zealand while working with The Private Office NZ.
What companies has Dan Weale worked for?
Dan Weale has worked for The Private Office Nz, Bank Of New Zealand, Fisher Funds, Quilter Cheviot Ltd, and Kleinwort Benson.
How can I contact Dan Weale?
You can use AeroLeads to view verified contact signals for Dan Weale at The Private Office NZ, including work email, phone, and LinkedIn data when available.
What schools did Dan Weale attend?
Dan Weale holds Ba (Hons), Financial Economics from Kingston University.
What skills is Dan Weale known for?
Dan Weale is listed with skills including Investment Management, Trusts, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, and Asset Allocation.
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