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David Budd Email & Phone Number
Wealth Manager
at
Atlas Financial Group Limited
1 work email found
@iinet.net.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
Grand Bay, Rivière Du Rempart, Mauritius
Who is David Budd? Overview
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Quick answer
David Budd is listed as Wealth Manager at Atlas Financial Group Limited, based in Grand Bay, Rivière Du Rempart, Mauritius. AeroLeads shows a work email signal at iinet.net.au and a matched LinkedIn profile for David Budd.
David Budd previously worked as Managing Director at Tikka Turban and Relationship Manager (RM), Business Banking at Commonwealth Bank. David Budd holds Bachelor'S Degree, Economics/Finance from Curtin University.
Company email context
Email format at Atlas Financial Group Limited
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{first_initial}{last}@iinet.net.au
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Profile bio
About David Budd
I’m a wealth manager specialising in offshore financial planning, with experience across Mauritius, Kenya, and South Africa. I help clients safeguard and grow their wealth through personalized, tax-efficient strategies, transparent portfolio management, and clear communication. My approach is proactive and client-centered, focusing on long-term financial success. Outside of work, I enjoy time outdoors and exploring new places.
Listed skills include Strategic Planning, Management, Microsoft Office, Leadership, and 3 others.
Current workplace
David Budd's current company
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6 roles · 22 years
David Budd work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Current- Management of client’s investment portfolio’s (portfolio management) understand and make decisions regarding client’s investment mix and strategy, matching investments to objectives, asset allocation, and balancing.
- Understand clients’ needs and recommended suitable wealth structuring solutions to meet those needs. This included the establishment of tax efficient trust structures.
- Maintained ongoing client relations via face-to-face meetings and video conferencing solutions.
- Prepared and presented financial planning and investment reports, investment policy and contract information.
- Broad sector and Industry Knowledge.
- Staying updated on market trends, economic conditions, and industry developments to provide insightful advice to clients.
Sep 2016 - Present
Managing Director
Tikka Turban
Managed a Franchised chain located in Perth, WA and Melbourne, VIC - Australia- Developed and executed the company's business strategies in order to attain the goals of the Stakeholders- Prepared and implemented comprehensive business plans to facilitate achievement by planning cost-effective operations and market development activitiesEnsured company.
2010 - 2016
~6 yrs
Relationship Manager (Rm), Business Banking
- Grew customer portfolio size by deepening existing customer relationships- Provide advice on potential financial solutions based on identified needs- Resolve client queries with Banking products and insurance solutions- Analyse financial requirements of customer and match with Banks product offerings- Due diligence and assessment of commercial and.
2007 - 2009
~2 yrs
Relationship Manager (Rm), Assistant, Sme Perth
- Due diligence and assessment of commercial and construction loans up to $5m AUD with aggregate relationships to $10m- Due diligence and assessment of retail loans up to $5m AUD with aggregate relationship to $10m- Analyse financial requirements of customers and match Banking product offering- Primary contact for clients - maintained regular dialogue to.
2005 - 2007
~2 yrs
Corporate Client Services Manager
- Attending to Customer queries for corporate clients to ensure client satisfaction- Customers broad queries including deposits, fixed term investments, corporate and retail loans- Administrative banking tasks including stop cheques, account queries, balances, and product recommendations
2004 - 2005
~1 yr
3 education records
David Budd education
Bachelor'S Degree, Economics/Finance
Diploma In International Advanced Wealth Management (Level 4)
Certificate In International Advanced Wealth Management (Level 4)
FAQ
Frequently asked questions about David Budd
Quick answers generated from the profile data available on this page.
What company does David Budd work for?
David Budd works for Atlas Financial Group Limited.
What is David Budd's role at Atlas Financial Group Limited?
David Budd is listed as Wealth Manager at Atlas Financial Group Limited.
What is David Budd's email address?
AeroLeads has found 1 work email signal at @iinet.net.au for David Budd at Atlas Financial Group Limited.
Where is David Budd based?
David Budd is based in Grand Bay, Rivière Du Rempart, Mauritius while working with Atlas Financial Group Limited.
What companies has David Budd worked for?
David Budd has worked for Atlas Financial Group Limited, Tikka Turban, and Commonwealth Bank.
How can I contact David Budd?
You can use AeroLeads to view verified contact signals for David Budd at Atlas Financial Group Limited, including work email, phone, and LinkedIn data when available.
What schools did David Budd attend?
David Budd holds Bachelor'S Degree, Economics/Finance from Curtin University.
What skills is David Budd known for?
David Budd is listed with skills including Strategic Planning, Management, Microsoft Office, Leadership, Microsoft Excel, Advanced Statistical Modelling, and Strong Interpersonal Skills.
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