David Walker

David Walker Email and Phone Number

Wealth Adviser at Canaccord Genuity Australia @ Canaccord Genuity Australia
melbourne, victoria, australia
David Walker's Location
Western Australia, Australia, Australia
About David Walker

As a Financial Services Professional with more than 25 years experience in financial services and markets; I advise clients in all aspects of investment in the Equities Market, as well as advice on strategic portfolio management, and portfolio administration. I have the experience and knowledge to provide professional advice and services to a broad range of clients. My emphasis is to build strong client relationships through my personalised approach to advising. I work closely with my clients to review and make appropriate investment decisions that reflect their personal financial goals.I commenced my post education working life at Jackson McDonald Law Firm, Perth, W.A. as a solicitor working in Corporate litigation.In London I gained employment at Goldman Sachs Bank in the Mergers and Acquisitions department.At Chellingworth Motors Perth, I rose to the role of Western Australian Manager for Rolls Royce International, after selling the most Rolls Royce vehicles in Australia in 1997. and as assistant manager for the Western Australian Porsche Franchise, I sold the most new Porsches in Australia that same year. I worked at PLAN B Financial Planners Perth, as the Manager of a Financial planning team. From scratch, I built a client base with over 70 million dollars in Funds under management.After moving to Paterson's Perth office, I built up a client base interested in achieving their financial goals via the stockmarket.I spent 2 years at St George Bank's Perth Office as a Senior Business Development Manager in Corporate Banking. There I built up new cash deposit investments for the Bank, of over 200 million dollars.Upon returning to Patersons, I continued to offer their multi faceted services, of the highest calibre and depth.In October 2019, I joined Canaccord Genuity . They are one of the worlds premier financial services firms. Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $80 billion in funds under management and administration, globally.As a Wealth Adviser at Canaccord Genuity , my clients and I have access to real-time market data, quality research, and sophisticated market analysis tools.I invite Investors, Corporates, Lawyers, Accountants, Bankers and Resource sector Executives, amongst others, to connect with me directly to learn more about our services. David Walker | 08 9263 1244 | dpwalker@cgf.com

David Walker's Current Company Details
Canaccord Genuity Australia

Canaccord Genuity Australia

View
Wealth Adviser at Canaccord Genuity Australia
melbourne, victoria, australia
Employees:
221
David Walker Work Experience Details
  • Canaccord Genuity Australia
    Wealth Adviser
    Canaccord Genuity Australia Oct 2019 - Present
    Perth, Australia
    Canaccord Genuity is one of the worlds premier financial services firms. Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $80 billion in funds under management and administration, globally.As a Wealth Adviser at Canaccord Genuity , my clients and I have access to real-time market data, quality research, and sophisticated market analysis tools.
  • Patersons
    Wealth Adviser
    Patersons Jan 2013 - Sep 2019
    Perth W.A
  • St George Bank
    Senior Business Development Manager Corporate Banking
    St George Bank Oct 2010 - Oct 2012
    Perth Wa
  • Patersons
    Wealth Adviser
    Patersons Oct 2004 - Sep 2010
    Perth Wa
  • Plan B Group
    Senior Financial Planner
    Plan B Group Aug 1998 - May 2004
    Perth , Wa
  • Chellingworth Motors
    Sales Manager Rolls Royce And Bentley
    Chellingworth Motors Jan 1994 - Jul 1998
    Perth Wa
  • Jackson Mcdonald
    Lawyer
    Jackson Mcdonald Feb 1990 - Dec 1993
    Perth Wa

David Walker Education Details

  • Deakin University Melbourne
    Deakin University Melbourne
    Completed
  • Deakin University Melbourne
    Deakin University Melbourne
    Diploma Of Financial Planning, Units 1 - 6
  • University Of Western Australia
    University Of Western Australia
    Completed

Frequently Asked Questions about David Walker

What company does David Walker work for?

David Walker works for Canaccord Genuity Australia

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

David Walker's current role is Wealth Adviser at Canaccord Genuity Australia.

What schools did David Walker attend?

David Walker attended Deakin University Melbourne, Deakin University Melbourne, University Of Western Australia.

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