David Ward Email & Phone Number

Australia

Sydney, Australia

Director - AED Enterprises p/l An advisory firm, principal activities include:• STRATEGIC ADVISORY • BUSINESS DEVELOPMENT• CAPITAL RAISING• MERGERS AND ACQUISITION• DIRECTORSHIPS/ADVISORY COMMITTEE  Key industry focus on the Financial Services; Sport; Hospitality; Consumer goods;charities;NfP and FP Associations.

Sydney ; Melbourne

o Acquired Deutsche FP o Acquired Godfrey Pembroke FPo Acquiring Flexiplan – discretionary master trusto Developing and executing the BOLR agreemento The “Power” project (potential AMP acquisition)

Sydney, New South Wales, Australia

o IT Transformational project– new product and advice platform development and product and process simplification o Integration project - NAB/MLC and proposed AXA/MLC mergero UK expansion plan - Reviewing major banking and financial planning operations in UKo Operational transformation –Centralising 18 dealership back office services Advising CPA Australia Board, regarding strategic options for providing licensing services to CPAso Participated on a committee for the MLC Enterprise Agreement with Finance Uniono Participated and helped build the MLC mentoring programso Participated in risk audits and compliance systems designo Sat on numerous Life Insurance industry association state boards in Vic/WAo Developed a paper for the WA government and coordinated through University of WA to help find ways of kick-starting the economy in the recession of early 90s – many recommendations were adopted.

Nsw Head Office

Wa

o Sent by MLC board to halve the staff (125) and advisor numbers (375) in 1990 recession. Also help Capita acquisition and sell group’s real-estate assets

Vic

o Development board paper for establishment of new distribution into independent advisors – once approved sent to Victoria to establish team to build new advisory services channel – was the most successful state in advisor dealership numbers and revenue in Australia after 3 years.

Nsw Head Office

o David was one of the first new staff recruited by a Civil and Civic director into the MLC marketing department after the Lend Lease took over. MLC hadn’t launched a new product for twenty years. Some of the key achievements were: Designed, built (marketing material and systems support) and launched Retail investment capital guaranteed and unit linked offerings Insurance offerings Superannuation investment and savings range Insurance bond MLC’s first licensed dealership offering Worked on MLC nest egg branding

Sydney, New South Wales, Australia

manufacturing and retailing of tracking systems and fabrics.Achievements included overseas travel to meet suppliers and negotiated contracts and developed marketing plans and implemented major initiatives such as opening of new retail store. He turned down an offer to move to UK to be head of global marketing to take up role with Lend Lease /MLC

Sydney, New South Wales, Australia

Left Unilever to work as joint founding 2IC to establish a start-up importing and manufacturing Furniture Company. After 5 years we were employing 45 people turning over $24million and distributing through most Australian retail furniture stores.

Sydney, New South Wales, Australia

Unilever Export – Full range of foods and consumer goods – Launched Norske into the pacific.

Mba, Business

B.Busness Studies, Business

Dip. Financial Planning

Cpa Designation, Business