Please complete the CAPTCHA to continue
@fcafinancial.com.au
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Mounsey is listed as Business Growth and Development at Bombora Advice, a company with 9 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at fcafinancial.com.au and a matched LinkedIn profile for David Mounsey.
David Mounsey previously worked as Analyst at Fca Financial Pty Ltd and Head of Retail Sales at Tal Life. David Mounsey holds Graduate Diploma Financial Services, Financial Planning from University Of New England (Au).
This section adds company-level context without repeating David Mounsey's masked contact details.
AeroLeads found 1 current-domain work email signal for David Mounsey. Compare company email patterns before reaching out.
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
Listed skills include Insurance, Financial Planning, Retirement Planning, Business Planning, and 21 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
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.
Sales Management and Production responsibility and support for the IFA's across VIC/TAS/SA.
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.
Other employees you can reach at bomboraadvice.com.au. View company contacts for 9 employees →
Geoff Counsel
Colleague at Bombora AdviceCremorne, Victoria, Australia, Australia
View →
KW
Kellie Williams
Colleague at Bombora AdviceGreater Melbourne Area, Australia
View →
KM
Kevin Martin
Colleague at Bombora AdviceGreater Melbourne Area, Australia
View →
GC
Geoff Counsel
Colleague at Bombora AdviceAustralia, Australia
View →
NJ
Nadeeja Jayaratne
Colleague at Bombora AdviceMelbourne, Victoria, Australia, Australia
View →
GC
Geoff Counsel
Colleague at Bombora Advice215 Followers, United States
View →
FM
Franca Milillo
Colleague at Bombora AdviceGreater Melbourne Area, Australia
View →
WH
Wayne Handley
Colleague at Bombora AdviceGreater Melbourne Area, Australia
View →
Quick answers generated from the profile data available on this page.
David Mounsey works for Bombora Advice.
David Mounsey is listed as Business Growth and Development at Bombora Advice.
AeroLeads has found 1 work email signal at @fcafinancial.com.au for David Mounsey at Bombora Advice.
David Mounsey is based in Melbourne, Victoria, Australia while working with Bombora Advice.
David Mounsey has worked for Bombora Advice, Fca Financial Pty Ltd, Tal Life, Tal, and Aia Australia.
David Mounsey's colleagues at Bombora Advice include Geoff Counsel, Kellie Williams, Kevin Martin, Geoff Counsel, and Nadeeja Jayaratne.
You can use AeroLeads to view verified contact signals for David Mounsey at Bombora Advice, including work email, phone, and LinkedIn data when available.
David Mounsey holds Graduate Diploma Financial Services, Financial Planning from University Of New England (Au).
David Mounsey is listed with skills including Insurance, Financial Planning, Retirement Planning, Business Planning, Wealth Management, Disability Insurance, Estate Planning, and Superannuation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the David Mounsey you were looking for.
View similar profiles
