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@nab.com.au
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Dave Olsen is listed as Senior Wealth Adviser at JBWere, a with 567 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Dave Olsen.
Dave Olsen previously worked as Executive, Risk and Operations at Capital Prudential and State Director SA/NT/TAS Markets at Nab. Dave Olsen holds Financial Adviser Register - Financial Adviser No. 001003388 from Asic.
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I’m a senior leader with over 20 years of experience in financial markets and bring a depth of experience across banking, risk mitigation, lending, management and economic advice. Before joining JBWere I was the State Director SA/NT/TAS for a major Australian bank leading a team of specialists providing market insight and hedging strategies to businesses across all industries. I bring strong technical capability having spent many years dealing in complex financial instruments along with numerous advanced qualifications including: Graduate Diploma of Applied Finance and Investment, a Bachelor of Economics, a Bachelor or Laws (with Honours), and a Graduate Diploma in Legal Practice. Additionally, I’m also accredited by the Australian Financial Management Authority, was listed on the Financial Advisors Register (FAR), received the Order of Merit in the Institute of Company Directors course and have attended an intensive business course at Harvard.JBWere has a long standing reputation of consistently and safely delivering exceptional outcomes for clients. There is nothing more important to me than respecting the trust that clients place in you as their adviser. I’m excited by leveraging my deep experience to help clients protect and grow their wealth and believe JBWere will greatly enhance my ability to ensure fantastic outcomes for clients.
Listed skills include Software.
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Greater Adelaide Area
Senior financial markets specialist providing advice to a select group of clients on asset allocation and portfolio construction across Equities, Fixed Income, Cash and Alternative Assets. Clients include high net worth individuals, family offices, agricultural clients and not-for-profit organisations.
Greater Adelaide Area
Capital Prudential is a national fund and asset manager focussing on establishing, funding and managing diversified real estate portfolios.
The Markets team is responsible for working with experienced bankers to help clients who are importers and exporters manage currency risk; clients with debt manage interest rate risk; and those with exposure to commodities like wheat or fuel, manage their commodity price risk. Through extensive qualifications, including being registered on the Financial Advisors Register, myself and the team were able to assist a broad range of businesses through the provision of bespoke and valuable financial advice.
Led a team responsible for on balance sheet securitisation, origination and relationship management. Dealt with large complex structured loan portfolios up to $1 billion, rating agencies and trusties.
I have expertise in a full range of Treasury functions having run a $200M ASX Listed Fund dealing with investors, regulatory compliance and rating agencies. The team I led was responsible for both growing the fund and its ongoing performance and management. This involved origination, financial and credit analysis, legal documentation, portfolio performance management, forecasting, liquidity management and ASX market reporting.
Other employees you can reach at jbwere.com. View company contacts for 567 employees →
Matt Briese
Colleague at JbwereGreater Brisbane Area, Australia
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Jennifer Kay
Colleague at JbwereSydney, New South Wales, Australia
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Manjula S.
Colleague at JbwereGreater Melbourne Area, Australia
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Stephanie Wagstaff
Colleague at JbwerePerth, Western Australia, Australia
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Bianca Scimia
Colleague at JbwereGreater Melbourne Area, Australia
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Laurie Conheady
Colleague at JbwereMelbourne, Victoria, Australia
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Harsh Bardia
Colleague at JbwereSydney, New South Wales, Australia
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Andrew Mathis
Colleague at JbwereGreater Melbourne Area, Australia
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Steph Bennett
Colleague at JbwereGreater Melbourne Area, Australia
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Brit Corker
Colleague at JbwereCurrimundi, Queensland, Australia
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Activities and Societies: 2013: Intensive course in Boston with senior industry leaders from around the world. Stringent application.
Prize for no. 1 academic result in Microeconomics out of 500 students. Outreach Scholarship awarded for top academic results.
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Dave Olsen works for JBWere.
Dave Olsen is listed as Senior Wealth Adviser at JBWere.
AeroLeads has found 1 work email signal at @nab.com.au for Dave Olsen at JBWere.
Dave Olsen is based in Greater Adelaide Area, Australia while working with JBWere.
Dave Olsen has worked for Jbwere, Capital Prudential, Nab, National Australia Bank, and Bendigo And Adelaide Bank.
Dave Olsen's colleagues at JBWere include Matt Briese, Jennifer Kay, Manjula S., Stephanie Wagstaff, and Bianca Scimia.
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Dave Olsen holds Financial Adviser Register - Financial Adviser No. 001003388 from Asic.
Dave Olsen is listed with skills including Software.
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