Associate Director, Wealth Management
Current
Oct 2019 - Present
AeroLeads people directory · profile
David W. Breen Email & Phone Number
Associate Director, Wealth Management
at
Canaccord Genuity Australia
1 work email found
@canaccordgenuity.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director, Wealth Management
Location
Melbourne, Victoria, Australia
Company size
Who is David W. Breen? Overview
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Quick answer
David W. Breen is listed as Associate Director, Wealth Management at Canaccord Genuity Australia, a with 221 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at canaccordgenuity.com and a matched LinkedIn profile for David W. Breen.
David W. Breen previously worked as Stockbroker at Patersons Securities and Client Adviser at Tolhurst Noall. David W. Breen holds Graduate Diploma, Stockbroking And Financial Advising from Western Sydney University.
Company email context
Email format at Canaccord Genuity Australia
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{first_initial}{last}@canaccordgenuity.com
86% confidence
AeroLeads found 1 current-domain work email signal for David W. Breen. Compare company email patterns before reaching out.
Profile bio
About David W. Breen
Associate Director, Wealth Management (03) 9224 4421Master Practitioner Member (MSAFAA) - The Stockbrokers and Financial Advisers Association (SAFAA)I specialise in active portfolio management to preserve and grow wealth.CGF is the most active stockbroker in Australia, highlighting our ability to source and provide you with a significant number of investment opportunities. Thanks to a hard-earned reputation for integrity and performance clients entrust to us over $15 billion in holdings. I would be pleased to learn more about your investment requirements. Additionally, if you have friends or family who could benefit from my services then I would be pleased for you to pass on my details.Specialties: Portfolio managementIPOs and placementsDerivativesCapital preservation
Listed skills include Equities, Portfolio Management, Investments, Wealth, and 10 others.
Current workplace
David W. Breen's current company
Company context helps verify the profile and gives searchers a useful next step.
Canaccord Genuity Australia
Employees
221
AeroLeads page
4 roles
David W. Breen work experience
A career timeline built from the work history available for this profile.
Stockbroker
StockbrokingDerivative tradingCorporate financeAssett managementFinancial planning.
Mar 2009 - Sep 2019
Client Adviser
Aug 2008 - Mar 2009
Equities Adviser
Tricom Securities
Jun 2005 - Jun 2008
5 education records
David W. Breen education
Graduate Diploma, Stockbroking And Financial Advising
Ada2, Derivatives Level 2
Finsia
Ada2
Diploma Of Financial Services (Financial Planning)
Finsia
Ada1
FAQ
Frequently asked questions about David W. Breen
Quick answers generated from the profile data available on this page.
What company does David W. Breen work for?
David W. Breen works for Canaccord Genuity Australia.
What is David W. Breen's role at Canaccord Genuity Australia?
David W. Breen is listed as Associate Director, Wealth Management at Canaccord Genuity Australia.
What is David W. Breen's email address?
AeroLeads has found 1 work email signal at @canaccordgenuity.com for David W. Breen at Canaccord Genuity Australia.
Where is David W. Breen based?
David W. Breen is based in Melbourne, Victoria, Australia while working with Canaccord Genuity Australia.
What companies has David W. Breen worked for?
David W. Breen has worked for Canaccord Genuity Australia, Patersons Securities, Tolhurst Noall, and Tricom Securities.
How can I contact David W. Breen?
You can use AeroLeads to view verified contact signals for David W. Breen at Canaccord Genuity Australia, including work email, phone, and LinkedIn data when available.
What schools did David W. Breen attend?
David W. Breen holds Graduate Diploma, Stockbroking And Financial Advising from Western Sydney University.
What skills is David W. Breen known for?
David W. Breen is listed with skills including Equities, Portfolio Management, Investments, Wealth, Investment Strategies, Stockbroking, Wealth Management, and Derivatives.
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