Portfolio Administration Officer
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Jackson Email & Phone Number
Portfolio Administration Officer
at
HUB24 Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Administration Officer
Location
Reservoir, Victoria, Australia
Company size
Who is David Jackson? Overview
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Quick answer
David Jackson is listed as Portfolio Administration Officer at HUB24 Limited, a company with 191 employees, based in Reservoir, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for David Jackson.
David Jackson previously worked as Financial Adviser at Townsendcobain - Private Wealth Partners and Onboard Host at Rocky Mountaineer. David Jackson holds Graduate Diploma, Financial Planning from Kaplan Business School.
Company email context
Email format at HUB24 Limited
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HUB24 Limited
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Profile bio
About David Jackson
Results-driven Financial Planner with a passion for transforming financial visions into tangible, strategic plans. With a solid foundation in financial planning and a hunger for analytical challenges, my background equips me with a unique perspective, blending comprehensive financial planning expertise with a deep desire to delve into the intricacies of data-driven analysis.Key Strengths- Holistic Financial Planning: Proficient in creating comprehensive financial plans encompassing cash flow, investments, retirement, estate planning, and tax strategies to meet diverse client needs.- Strategic Advising: Skilled at providing tailored financial advice to clients, guiding them toward their financial goals and building long-lasting and trusting relationships.- Data Analysis: A passion for utilising my analytical skills to interpret financial data, identify trends and anomalies, and provide actionable insights that drive strategic decision-making.- Continuous Learning: Committed to ongoing professional development, keeping abreast of industry trends, market analysis, and financial strategy techniques.- Relationship Building: Adept at building strong client relationships through active listening, empathy, and clear communication, ensuring client objectives are met effectively.
Current workplace
David Jackson's current company
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Hub24 Limited
6 roles · 20 years
David Jackson work experience
A career timeline built from the work history available for this profile.
Financial Adviser
At the beginning of 2019 I joined TownsendCobain and over my time here, I have continued to build my technical, investment, financial analytical, SMSF, estate planning and client engagement skills for the private wealth marketI am focused on delivering personal service to ensure advice and decisions get implemented to help clients achieve their goals with.
Feb 2019 - Jan 2024
Onboard Host
For the two years I lived in Vancouver, Canada, I employed with the world class Rocky Mountaineer company that provides a luxury train journey from Vancouver to the rocky mountains. Whilst employed, I worked as an onboard host, which involved engaging with the guests for 2 full days and helping them to their every need onboard. My role involved several.
Feb 2017 - Nov 2018
Paraplanner
At Atkinson Financial Planning, I worked closely with clients and the senior team at Atkinson's to create and implement all components of our financial recommendations. Duties include face to face meetings with high net worth clients, implementing comprehensive financial strategies and in-depth risk strategies to ensure clients are insured appropriately.On.
Jul 2013 - May 2016
Associate Planner
During my first years at Atkinson's, I assisted the team with the development and implementation of client's Statement of Advice documents. My role also consisted of portfolio management, focusing on direct shares, managed funds, exchange traded funds and term deposits, as well as general risk insurance, portfolio reporting and other general administration.
Dec 2010 - Jun 2013
Factory Hand
During my studies at Victoria University, I worked at Brown & Watson as a factory hand. This job gave me the opportunity to work in a team environment, and showed me the importance of work efficiencies. Even though I was only a casual employer, I was entrusted to run certain sections of the production line.
2006 - 2010
~4 yrs
Team & coworkers
Colleagues at HUB24 Limited
Other employees you can reach at hub24.com.au. View company contacts for 191 employees →
GN
Goran Nikolic
Colleague at Hub24 Limited
Melbourne, Victoria, Australia, Australia
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AC
Ardy Chen
Colleague at Hub24 Limited
Greater Sydney Area, Australia
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J(
Jenni (Turner) Wigley
Colleague at Hub24 Limited
Perth, Western Australia, Australia, Australia
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CH
Christine Huynh
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
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DD
Danul Dassanayake, Cfa
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
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AD
Adeem Dighe
Colleague at Hub24 Limited
Cherrybrook, New South Wales, Australia, Australia
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HJ
Hiral Joshi
Colleague at Hub24 Limited
Greater Sydney Area, Australia
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TP
Tristan Paje
Colleague at Hub24 Limited
Greater Sydney Area, Australia
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LM
Luke Mcaven
Colleague at Hub24 Limited
Australia, Australia
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TW
Tim Webb
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
Goran Nikolic
Colleague at Hub24 Limited
Melbourne, Victoria, Australia, Australia
View →
AC
Ardy Chen
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
J(
Jenni (Turner) Wigley
Colleague at Hub24 Limited
Perth, Western Australia, Australia, Australia
View →
CH
Christine Huynh
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
View →
DD
Danul Dassanayake, Cfa
Colleague at Hub24 Limited
Sydney, New South Wales, Australia, Australia
View →
AD
Adeem Dighe
Colleague at Hub24 Limited
Cherrybrook, New South Wales, Australia, Australia
View →
HJ
Hiral Joshi
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
TP
Tristan Paje
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
LM
Luke Mcaven
Colleague at Hub24 Limited
Australia, Australia
View →
TW
Tim Webb
Colleague at Hub24 Limited
Greater Sydney Area, Australia
View →
4 education records
David Jackson education
Graduate Diploma, Financial Planning
Bachelor Of Business ( Banking And Finance), Banking & Finance
Banking And Finance, Finance
Certificate, The Complete Financial Analyst Course
FAQ
Frequently asked questions about David Jackson
Quick answers generated from the profile data available on this page.
What company does David Jackson work for?
David Jackson works for HUB24 Limited.
What is David Jackson's role at HUB24 Limited?
David Jackson is listed as Portfolio Administration Officer at HUB24 Limited.
Where is David Jackson based?
David Jackson is based in Reservoir, Victoria, Australia while working with HUB24 Limited.
What companies has David Jackson worked for?
David Jackson has worked for Hub24 Limited, Townsendcobain - Private Wealth Partners, Rocky Mountaineer, Atkinson Financial Planning, and Brown & Watson International Pty Ltd.
Who are David Jackson's colleagues at HUB24 Limited?
David Jackson's colleagues at HUB24 Limited include Goran Nikolic, Ardy Chen, Jenni (Turner) Wigley, Christine Huynh, and Danul Dassanayake, Cfa.
How can I contact David Jackson?
You can use AeroLeads to view verified contact signals for David Jackson at HUB24 Limited, including work email, phone, and LinkedIn data when available.
What schools did David Jackson attend?
David Jackson holds Graduate Diploma, Financial Planning from Kaplan Business School.
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