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David Willis Email & Phone Number
Head of Advice and Senior Financial Adviser
at
Ascentia Financial Group
1 work email found
@advicewrite.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Advice and Senior Financial Adviser
Location
Surfers Paradise, Queensland, Australia
Company size
Who is David Willis? Overview
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Quick answer
David Willis is listed as Head of Advice and Senior Financial Adviser at Ascentia Financial Group, a company with 4 employees, based in Surfers Paradise, Queensland, Australia. AeroLeads shows a work email signal at advicewrite.com.au and a matched LinkedIn profile for David Willis.
David Willis previously worked as Head of Advice & Senior Financial Adviser at Ascentia Financial Group and Director at Wealth Tactics. David Willis holds Masters Financial Planning from Kaplan Professional.
Company email context
Email format at Ascentia Financial Group
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{first}@advicewrite.com.au
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AeroLeads found 1 current-domain work email signal for David Willis. Compare company email patterns before reaching out.
Profile bio
About David Willis
I am a technology savvy professional with near two decades of financial planning industry experience. Over the years I have built and been a significant influence in building several successful businesses in the fields of financial advice, fintech, compliance and paraplanning. I have enjoyed helping countless consumers improve their position with better financial advice. I have also assisted several financial advisers, businesses, AFSLs and institutions improve the quality and compliance of their advice; maintain their AFSL compliance; manage large scale projects; and drive change to improve efficiency and growth in their organisation.My areas of expertise include; leadership and mentoring; AFSL governance and compliance; financial advice including complex technical strategies; template & policy development, vetting and pre-vetting; paraplanning and business development. Please feel free to contact me with any genuine employment, contract or consulting opportunities.
Listed skills include Retirement Planning, Strategic Financial Planning, Superannuation, Wealth Management, and 37 others.
Current workplace
David Willis's current company
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Ascentia Financial Group
11 roles · 25 years
David Willis work experience
A career timeline built from the work history available for this profile.
Head Of Advice & Senior Financial Adviser
CurrentAscentia Financial Group help our clients manage all aspects of their finances so they can better their financial position, build and protect their wealth, repay debts and enjoy their retirement.We leverage technology advancements to keep the cost of the advice journey low; and to ensure we can cater to the everyday Australian as well as professionals.
Nov 2018 - Present
Director
Current- The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance.
- Compliance sounding board
- Technical strategy sounding board
- Advice pre-vetting
- Adviser and AFSL compliance audits
- Advice template creation
May 2016 - Present
Director - Financial Planning Compliance
Advicewrite Pty Ltd
AdviceWrite employed in excess of 20 local compliance and paraplanning professionals and provided paraplanning, compliance and technical services to hundreds of advisers and several AFSLs nationwide.Over this duration I also frequently held positions on AFSL panels and committees which addressed matters such as business development, technical strategies.
2010 - Jul 2018
Principal Financial Adviser / Practice Development Manager
Dmw Financial Planning
DMW Financial Planning put the clients needs first by providing holistic financial advice to help clients achieve their goals and objectives. Over the six years of operation I remained the principal financial adviser whilst also developing referral partner relationships, sales practices and procedures, recruiting appropriate advisers and support staff..
2012 - Jun 2018
Co-Founder
Quickwrite Pty Ltd
QuickWrite was developed to fill what we feel was a void in the paraplanning market. With our industry constantly changing including new reforms and requirements; inevitably the cost for financial advice will increase. Many in the financial advice industry will need to restructure their systems in order to comply with the requirements and will incur.
2012 - 2015
~3 yrs
Compliance Manager
Nab/Mlc Adviser Services
2008 - 2010
~2 yrs
Financial Planner
2005 - 2008
~3 yrs
Paraplanner
2003 - 2005
~2 yrs
Client Service Co-Ordinator (Financial Planning)
2002 - 2003
~1 yr
Retail Banking
2001 - 2002
~1 yr
1 education record
David Willis education
FAQ
Frequently asked questions about David Willis
Quick answers generated from the profile data available on this page.
What company does David Willis work for?
David Willis works for Ascentia Financial Group.
What is David Willis's role at Ascentia Financial Group?
David Willis is listed as Head of Advice and Senior Financial Adviser at Ascentia Financial Group.
What is David Willis's email address?
AeroLeads has found 1 work email signal at @advicewrite.com.au for David Willis at Ascentia Financial Group.
Where is David Willis based?
David Willis is based in Surfers Paradise, Queensland, Australia while working with Ascentia Financial Group.
What companies has David Willis worked for?
David Willis has worked for Ascentia Financial Group, Wealth Tactics, Advicewrite Pty Ltd, Dmw Financial Planning, and Quickwrite Pty Ltd.
Who are David Willis's colleagues at Ascentia Financial Group?
David Willis's colleagues at Ascentia Financial Group include Sean Kertcher.
How can I contact David Willis?
You can use AeroLeads to view verified contact signals for David Willis at Ascentia Financial Group, including work email, phone, and LinkedIn data when available.
What schools did David Willis attend?
David Willis holds Masters Financial Planning from Kaplan Professional.
What skills is David Willis known for?
David Willis is listed with skills including Retirement Planning, Strategic Financial Planning, Superannuation, Wealth Management, Financial Advisory, Smsf, Wealth, and Financial Planning.
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