David Mounsey

David Mounsey Email and Phone Number

Financial Services Professional | Facilitator | Sales Leadership | Strategy | Business Development @ Bombora Advice
David Mounsey's Location
Melbourne, Victoria, Australia, Australia
David Mounsey's Contact Details

David Mounsey personal email

n/a
About David Mounsey

I am an energetic and experienced professional with over 35 years experience in a career spanning multiple roles and organisations within financial services. I am a methodical planner and strategist who consistently achieves business growth through the ability to identify clear opportunities. I work best when collaborating with like-minded individuals while embracing stakeholders and building energised teams for success. My Sales success has evolved from leading from the front and reducing more complex matters to simple terms; others describe me as a 'practical and decisive leader'. Being task driven and goal oriented my preference is working with small to mid sized teams or businesses as this is where I have added most value. With a genuine interest in people and strong social awareness I enjoy guiding others with their personal growth and development. Specialties: Sales / Adviser Support / Business Planning / Sales Management Development / Strategy

David Mounsey's Current Company Details
Bombora Advice

Bombora Advice

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Financial Services Professional | Facilitator | Sales Leadership | Strategy | Business Development
Website:
bomboraadvice.com.au
Employees:
9
David Mounsey Work Experience Details
  • Bombora Advice
    Business Growth And Development
    Bombora Advice Jul 2024 - Present
    Seeking quality Advice Practices that specialise in Risk to join like minded businesses that have a view of providing the highest level of professional risk advice.Working with existing Bombora practices to develop referral relationships with other professional service firms as well as seeking acquisition opportunities.
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  • Fca Financial Pty Ltd
    Analyst
    Fca Financial Pty Ltd Aug 2022 - Dec 2023
    Melbourne, Victoria, Australia
    Reviewing current CVP.Introducing additional client services.Technology overhaul for improving cybersecurity and client engagement.Seeking further process efficiency using 3rd party tech providers.Opportunities for raising personal and corporate brand awareness.
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  • Tal Life
    Head Of Retail Sales
    Tal Life Apr 2016 - Jun 2022
    Responsible for achievement of National Insurance Sales targets through Financial Advisers.Maintenance and Development of the TAL Business Partnership Program for Key Advisers.Direct and Indirect Management of 35 sales/support people.
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  • Tal
    Regional Manager
    Tal Sep 2012 - Mar 2016
    Sales Management and Production responsibility and support for the IFA's across VIC/TAS/SA.
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  • Fca Financial Pty Ltd
    Adviser
    Fca Financial Pty Ltd Feb 2010 - Sep 2012
    Melbourne, Victoria, Australia
    Advising on the insurance needs for small to medium sized business and senior executives.Mergers, Sales and Acquisitions of financial advice practices.
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  • Aia Australia
    Head Of Adviser Services
    Aia Australia Oct 2003 - Feb 2010
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  • Comminsure
    National Sales Manager
    Comminsure Nov 1997 - Sep 2003
    View

David Mounsey Skills

Insurance Financial Planning Retirement Planning Business Planning Wealth Management Disability Insurance Estate Planning Superannuation Term Life Insurance Financial Advice Strategic Financial Planning Banking Risk Management Income Protection Sales Management Financial Risk Life Insurance Employee Benefits Financial Advisory Finance Financial Services Sales Critical Illness Pensions Wealth

David Mounsey Education Details

Frequently Asked Questions about David Mounsey

What company does David Mounsey work for?

David Mounsey works for Bombora Advice

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

David Mounsey's current role is Financial Services Professional | Facilitator | Sales Leadership | Strategy | Business Development.

What is David Mounsey's email address?

David Mounsey's email address is da****@****.com.au

What schools did David Mounsey attend?

David Mounsey attended University Of New England (Au), Securities Institute Australia, Tribeca.

What skills is David Mounsey known for?

David Mounsey has skills like Insurance, Financial Planning, Retirement Planning, Business Planning, Wealth Management, Disability Insurance, Estate Planning, Superannuation, Term Life Insurance, Financial Advice, Strategic Financial Planning, Banking.

Who are David Mounsey's colleagues?

David Mounsey's colleagues are Wayne Handley, Kevin Martin, Geoff Counsel, Franca Milillo, Kellie Williams, Geoff Counsel, Nadeeja Jayaratne.

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