David Travers

David Travers Email and Phone Number

Director @ Fourth Line
Sydney, NSW, AU
David Travers's Location
Greater Sydney Area, Australia
David Travers's Contact Details

David Travers personal email

n/a
About David Travers

David is a unique leader with an ability to identify opportunities to grow the business, manage operational risks, generate strong and lasting relationships with major clients with an enviable record of exceeding employee engagement norms and driving diversity. Currently Executive Chair of RegTech Fourth Line Pty Ltd, a comprehensive Risk Management and Compliance System improving the quality of financial advice for all Australians. David was previously, Managing Director Investor & Treasury Services Australia at Royal Bank of Canada’s (RBC) responsible for Investor Services, Treasury Services and Transaction Banking in Australia, governance, strategy and alignment to the overall enterprise strategy and operating model. Building high levels of trust with key clients and embracing the challenges of complex regulatory requirements.Skill Summary•Enterprise and Business Strategy•Strategic Client Management and Sales•Operations oversight, design and development•Relationship Management•Diversity Chair and Committee Member•Government and Regulatory Agency oversight•Risk & Compliance (including operational risk management)•Governance•Audit •Media Spokesperson•Joint Venture•Restructures•Technology and digital transformation•Outsourcing•Growth Strategy and development•P&L and Balance Sheet management•Operational and Client planning•Proposals and Presentations•Shared ServicesExtensive experience on boards and committees, including being a responsible manager.Open to various opportunities including consulting and non-executive roles, on boards or governance committees, where he can help businesses think strategically and position themselves for growth. Local and global organisations can benefit from his global, regional and local experience to help them thrive and prosper.With skills not just for financial services and banking but focused on developing businesses across sales, operations, technology, risk and governance through a clear collaborative culture built on authentic diverse, trusting and demonstrated integrity in leadership.

David Travers's Current Company Details
Fourth Line

Fourth Line

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Director
Sydney, NSW, AU
Website:
fourth-line.com.au
Employees:
9
David Travers Work Experience Details
  • Fourth Line
    Director
    Fourth Line
    Sydney, Nsw, Au
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  • Asx
    Advisory Committee Member
    Asx Sep 2023 - Present
    Sydney, New South Wales, Australia
    Member of ASX Cash Equities Clearing and Settlement Advisory Group
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  • Fourth Line
    Executive Chair
    Fourth Line Jan 2023 - Present
    Sydney, New South Wales, Australia
    Fourth Line is a rigorous RegTech risk management and compliance system for advice practices, dealer groups and other wealth management participants. Fourth Line uses algorithmic approaches to simplify the complexity in advice reviews whilst maintaining human oversight, empowering compliance teams to coach and develop strong advice behaviours through data driven insights from advanced analytics for adviser, practice/dealer group and industry benchmark comparison whilst centralised document storage and access to meet regulatory needs.
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  • Fourth Line
    Chief Executive Officer
    Fourth Line Jan 2020 - Jan 2023
    Australia
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  • Fourth Line
    Chief Operating Officer
    Fourth Line Jul 2019 - Jan 2020
    Australia
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  • Trserva Consulting
    Founder
    Trserva Consulting Jun 2019 - Present
    Sydney, Australia
    TrServa Consulting can help you and your business with:• Business Planning and strategy development - Development and/or implementation of business plans and strategy - Investment appraisal, approval and execution - Transformation of marketing and brand recognition• Sales Strategy and Client Management - Identification of market and product differentiation - Review and development of sales and client strategies with clear value proposition and metrics - Structured sales process, management discipline and training for B2B sales processes• Business re-structuring - Development of plans to increase profitability through cost management, efficiency and organisational change - Execution of plans to achieve profitability• Operational Efficiency - Develop transformational change programs though re-defining business models, digitisation and outsourcing - Define metrics to support change and measure post implementation success• Business Integration - Lead post M&A integration or separation activities to achieve defined objectives - Address integration challenges and identify opportunities to increase savings, met client expectations and improve business synergies• Governance and oversight. - Develop and implement governance and oversight functions to support business plan and strategy - Coordinate, manage and facilitate board dialogue - Act as Responsible Manager for regulated license obligations
  • Australian Custodial Services Association (Acsa)
    Executive
    Australian Custodial Services Association (Acsa) Sep 2021 - Present
    Sydney, New South Wales, Australia
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  • Rbc Investor & Treasury Services
    Managing Director
    Rbc Investor & Treasury Services Nov 2013 - May 2019
    Australia
    • Chief Executive Officer for RBC Investor & Treasury Services in Australia, which includes responsibility for three business lines: Investor Services, Treasury Services and Transaction Banking.• Involved in: Institutional sales processes to Investment Managers, Wealth platforms and Alternative Funds. • Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices, alignment of functions including IT, Legal, Compliance, HR, Finance divisions to strategy, corporate governance, employee engagement.• Delivered governance, strategy and alignment to the overall Enterprise strategy and operating model and local regulatory requirements including leading local governance • Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market Services; Foreign Exchange, Securities Lending, cash and treasury balance sheet management; Banking Products: Canadian and Australia Dollar correspondent banking.Achievements• Grew Australian P&L• Defined and maintained 5 year strategic plan• Defined and lead business turnaround• Developed and gained approval for significant system upgrade• Received investment outside core systems in people, skills and structure• Transformed sales approach to increase sales success• Developed and drove new marketing and branding approach to market• Chair of Australian Diversity committee.• Led integration of joint venture• Implemented business process outsourcing• Increased employee engagement scores
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  • Rbc Investor & Treasury Services
    Executive Member And Chair
    Rbc Investor & Treasury Services Jan 2009 - May 2019
    Chair RBC I&TS Business Readiness and Recovery Committee 2009-2019Chair Australian Diversity Committee 20015-2019Member Global, regional and local management committees 2009-2019Member Australia Asia Pacific Risk Committee 2016-2019Member and chair RBC I&TS Asia Pacific Operating Committee 2016-2019Member Operating Committee, APRA regulated foreign bank 2014-2019Member and Chair RBC Australia Diversity Committee 2012-2019Member RBC Asia Pacific Asset and Liability Management Committee 2014-2016
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  • Rbc Investor & Treasury Services
    Executive Director
    Rbc Investor & Treasury Services 2012 - 2019
    Hong Kong And Sydney
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  • Rbc Investor Services
    Head, Asia Pacific
    Rbc Investor Services Jan 2012 - Nov 2013
    Sydney, Australia
    • Regional Head for RBC Dexia Joint Venture (Royal Bank of Canada and Dexia Bank) in Asia Pacific with accountability for Investor Services Australia, Hong Kong and Singapore and Chief Executive Officer for RBC Dexia Joint Venture in Australia.• Involved in: Institutional sales processes to Investment Managers, Wealth platforms, Pension/Superannuation • Responsible for regional and Australian business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices, alignment of functions including IT, Legal, Compliance, HR, Finance divisions to strategy, corporate governance, employee engagement.• Contributed to the global RBC Dexia Joint Venture as a member of the RBC Dexia Global Operating Committee to ensure that the Asia Pacific business was aligned to the enterprise, strategy and objectives for business, product and market development, financial performance, client management and employee engagement.• Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market Services; Foreign Exchange, Securities Lending, cash management; Fiduciary Services: Trustee in Hong Kong and Singapore.Achievements• Improved regional joint venture P&L• Evaluated and formulated Asia Pacific market and client strategy• Established and formalized governance structures across Asia Pacific• Established and led Asia Pacific Strategic advisory group• Led and widened employee engagement approach across Asia Pacific
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  • Rbc Dexia Investor Services
    Managing Director
    Rbc Dexia Investor Services 2009 - 2012
    Sydney, Australia
    • Chief Executive Officer for RBC Dexia Joint Venture in Australia.• Involved in: institutional sales processes to Investment Managers, Wealth platforms and Alternative Funds. • Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices, alignment of functions including IT, Legal, Compliance, HR, Finance divisions to strategy, corporate governance, employee engagement.• Delivered governance, strategy and alignment to the overall enterprise strategy and operating model and local regulatory requirements including leading local governance as Chair of RBC Dexia Joint Venture Australian Branch operating committee.• Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market Services; Foreign Exchange, Securities Lending, cash management; Fiduciary Services: Trustee in Hong Kong and Singapore.Achievments • Improvement in joint venture P&L for Australia• Developed 5 year strategic plan aligned to global enterprise strategy• Re-contracted strategic clients on long term contracts• Improved employee engagement in Australia
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  • State Street
    Senior Vice President & Managing Director
    State Street Sep 2000 - Dec 2009
    Sydney, Australia
    State Street Australia Limited (SSAL) & State Street Service Limited (SSSL) 2000-2008Senior Vice President, Head of Investment Services Australia/New Zealand 2004-2008 Vice President, Chief Operating Officer, Investment Services Australia/New Zealand 2000-2004• Chief Executive Officer for Investment Services business Australia and New Zealand. Chair and Executive Director of SSSL third party Trustee and Responsible Entity.• Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices operating practices, alignment of Trustee Services, IT, Legal, Compliance, HR, Finance divisions to strategy, corporate governance, employee engagement.• Involved in: Institutional sales processes to Investment Managers, Superannuation and Alternative Asset Managers, negotiation of significant client contracts for service provision, and review of M&A opportunities• Responsible for all operational and client management including; planning, client financial performance, service delivery, operational performance and alignment to global operating models, co-ordination functional support relating to operational performance and project planning.• Products: Unit Pricing, Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Performance Analytics, Unit Registry, Tax Reporting, Responsible Entity (Trustee) Services, Foreign Exchange, Securities Lending, Transition Management and regulatory/governance reporting.Achievements• Improvement in P&L for Australia• Developed 5 year strategic plan for market growth and new segment development• Chair SSAL and SSSL boards and compliance committees
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  • State Street
    Executive Director, Chair And Committee Member
    State Street Sep 2000 - Dec 2009
    Sydney
    State Street Australia Limited (SSAL) & State Street Services Limited (SSSL) 2004-2008Executive Director SSAL subsidiary board and nominee Board management Overall business management and governanceChair and Executive Director SSSL third party Trustee and Responsible EntityChair and Executive Director SSSL compliance committeeMember State Street global executive promotions committeeChair and Executive Member Australian executive committee
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  • Chase
    Vice President
    Chase Sep 1994 - Sep 2000
    Sydney, Australia
    Chase Manhattan Bank (Sydney) 1994-2000Vice President, Relationship Manager Global Investor Services 1998-2000Vice President, Head of Asia Pacific Operations, Global Investor Services 1994-1998• Managed client relationships with 15+ Investment Managers and Superannuation Funds establishing client plans, monitored client P&L’s to ensure continued growth in relationships and profitability. • Established a regional operational hub for Morgan Stanley’s Global Custody business in Australia by recruiting a team of 20 operational staff to perform complex functions as part of a global operations team of 250.• Led the merger of Morgan Stanley ‘s Australia Global Custody business when acquired by Chase in 1998.
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  • Permanent Trustee Company Limited
    Senior Manager
    Permanent Trustee Company Limited Sep 1987 - Sep 1994
    Sydney, Australia
    • Created centralized shared service operations and administration hub resulting in automation of reconciliation processes, reduction in reconciliation items and errors, new management structure and succession plan.
  • Westpac
    Management Trainee
    Westpac Nov 1983 - Jan 1987
    Sydney, Australia
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David Travers Skills

Banking Risk Management Securities Lending Fund Administration Hedge Funds Business Process Improvement Global Custody Mergers Alternative Investments Transfer Agency Fund Accounting Equities Mutual Funds Financial Analysis Change Management Securities Asset Managment Restructuring Fixed Income Asset Management Derivatives Investments Financial Services Relationship Management Corporate Actions

David Travers Education Details

Frequently Asked Questions about David Travers

What company does David Travers work for?

David Travers works for Fourth Line

What is David Travers's role at the current company?

David Travers's current role is Director.

What is David Travers's email address?

David Travers's email address is da****@****ond.com

What schools did David Travers attend?

David Travers attended University Of Technology Sydney.

What skills is David Travers known for?

David Travers has skills like Banking, Risk Management, Securities Lending, Fund Administration, Hedge Funds, Business Process Improvement, Global Custody, Mergers, Alternative Investments, Transfer Agency, Fund Accounting, Equities.

Who are David Travers's colleagues?

David Travers's colleagues are Tony Mcdonald, Angus Elliott, Licia Yao, Seamus O'brien, Michael Sparks.

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