David Williams Email and Phone Number
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David Williams personal email
ABOUT MEAn accomplished financial planner with the experience gained from working in a variety of roles and companies in financial markets over a 20 year period. Born in Sydney, I have lived in the United Kingdom and New Zealand before returning to Australia in 2013.RG146 qualified and a FINSIA Senior Associate. My qualifications include a Postgraduate Diploma in Personal Financial Planning and I have also completed the Diploma in Financial Planning. I specialise in strategies to help clients boost their retirement savings, visualise what their retirement looks like and how to fund it and also taking a sensible view on insurance needs and how to pay for it.I am optimistic, enthusiastic, outgoing and enjoy meeting and speaking with new people and helping them achieve their financial goals.My interests include: dog agility and shows, classic cars and the arts.
Western Advisory Pty Ltd
View- Website:
- westernadvisory.com.au
- Employees:
- 4
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Financial PlannerWestern Advisory Pty Ltd Jul 2015 - PresentWest PerthPascoe Partners' financial planning division, Western Advisory has a wide range of qualified staff from tax accountants to superannuation experts, succession planners and more. Our mix of qualified staff enables us to cover all aspects of your business and drive overall financial growth.Pascoe Partners is the largest independent Certified Practising Accountancy firm based in Western Australia, with seven Partners and seventy staff located across four independent offices. We specialise in providing accountancy solutions and financial advice for privately-held businesses. For us, that means we do more than just look after you – we're a part of your life.
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Personal Financial PlannerBankwest Sep 2013 - May 2015Perth, AustraliaA store based financial planner, generating referrals, meeting new customers, collecting data and identifying goals and needs, educating customers and writing plans to help them achieve their financial goals. Providing comprehensive ongoing service and advice to new and existing customers. Maintaining and enhancing relationships with internal referral partners, training staff and being part of the store team. -
Business AnalystDecimal Pty Ltd Nov 2012 - Dec 2012Perth, AustraliaDecimal offers financial planning software to financial advisers. The system is based on a central customisable cloud based SQL database. My role included: client meetings and defining quality requirements, establishing project plans and defining required outcomes, data collection, planning and coordination of in-house resources, system configuration, Statement of Advice (SOA) configuration, system testing, and analysis of client issues. -
Financial AdviserEchelon Dec 2010 - Oct 2012Auckland, New ZealandEchelon is a retail financial service firm. I meet with new and existing clients and listened to their story. Their goals, current financial position, retirement and estate planning were examined. A financial model was created and where gaps were identified, I researched solutions, wrote advice, and presented it to clients, implementation and review followed.
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Project ManagerD'Abernon Limited Mar 2006 - Nov 2010Auckland, New ZealandD’Abernon is an investment company investing in property and in the Australian stock market. I successfully invested in residential properties in need of restoration and invested in predominately Australian resource stocks and derivatives.
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Senior Business AnalystAltium Capital Feb 2000 - Mar 2006London, United KingdomAltium Capital is an international investment bank that offers corporate finance as well as stockbroking and market making services to their clients. While at Altium I led numerous projects ranging from the roll-out of a new trading system for market makers to implementation of a complex high resilience network to link our head office to branch offices in Manchester and Edinburgh. -
Project ManagerZurich Scudder Investments Apr 1998 - Jan 2000London, United KingdomManaged Year 2000 project to test or certify all software and systems used by Scudder Investments in London. Processes were mapped and system diagrams created. Contingency planning of critical systems was carried out along with risk to business analysis.
David Williams Skills
David Williams Education Details
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Personal Financial Planning -
FinsiaCertificate In Financial Markets -
Northern Sydney InstituteElectronics And Communications
Frequently Asked Questions about David Williams
What company does David Williams work for?
David Williams works for Western Advisory Pty Ltd
What is David Williams's role at the current company?
David Williams's current role is Financial Planner at Western Advisory Pty Ltd.
What is David Williams's email address?
David Williams's email address is da****@****l.co.nz
What schools did David Williams attend?
David Williams attended University Of Waikato, Finsia, Northern Sydney Institute.
What skills is David Williams known for?
David Williams has skills like Risk Management, Wealth Management, Financial Services, Strategic Financial Planning, Finance, Financial Modeling, Financial Advisory, Insurance, Financial Risk, Banking, Equities, New Business Development.
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