Senior Financial Adviser
Current
Oct 2024 - Present
AeroLeads people directory · profile
David S. Email & Phone Number
Senior Financial Adviser | Process Improvement | Change Management
at
Bell Partners
1 work email found
@aware.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Adviser | Process Improvement | Change Management
Location
Greater Sydney Area, Australia
Company size
Who is David S.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David S. is listed as Senior Financial Adviser | Process Improvement | Change Management at Bell Partners, a with 110 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at aware.com.au and a matched LinkedIn profile for David S..
David S. previously worked as Senior Financial Adviser at Bell Partners and Senior Financial Planner at Aware Super. David S. holds Masters Of Applied Finance (Financial Planning), Finance from Charles Sturt University.
Company email context
Email format at Bell Partners
This section adds company-level context without repeating David S.'s masked contact details.
*@aware.com.au
68% confidence
AeroLeads found 1 current-domain work email signal for David S.. Compare company email patterns before reaching out.
Profile bio
About David S.
Having established a sound understanding of the financial system, and built a genuine desire to help others through the challenging times in life I left my position within the public sector to pursue a career in Financial Planning.Throughout my career as a Financial Planner, I have built a deep understanding of the complexities (both personal and financial) facing those planning for their retirement. This event is often a time where clients will remember the education, support and advice provided for the rest of their lives. I am passionate about people receiving advice at the right time as it is proven to provide better outcomes.
Listed skills include Strategic Financial Planning, Financial Services, Retirement, Superannuation, and 16 others.
Current workplace
David S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bell Partners
12 roles
David S. work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Jul 2020 - Jul 2024
Senior Financial Planner
Nov 2019 - Jul 2020
Regional Manager - Parramatta Service Centre
Dec 2018 - Oct 2019
Assistant Regional Manager
Sep 2018 - Dec 2018
Senior Financial Planner
May 2017 - Sep 2018
Financial Planner
Oct 2012 - May 2017
Associate Advisor
Pacific Advisory
Jan 2012 - Sep 2012
Graduate Student - Horizons Academy
Oct 2011 - Dec 2011
Part Time Student & Baker
During this period I was finalising my Diploma of Financial Services (RG146)
Apr 2011 - Oct 2011
Team Leader
Worked initially in customer facing and back office roles before becoming a Team Leader overseeing up to 18 staff. Assisted staff from an operational level through the roll-out of changes to a variety of payments and programs in different Customer Service Centers. Performed higher duties at both the APS 6 and EL1 levels. Performed the additional role of OH&S and First Aid Officer. Pioneered new customer service practices and procedures as a result of legislative changes. Consistently met KPI indicators for on-site processing. Achieved high standards of attendance amongst staff.
Mar 2006 - Apr 2011
Bakery Manager
Worked initially as an Apprentice Baker following a trade/TAFE qualification before working my way up to becoming a Bakery Manager of two regional, community bakeries. My roles included overseeing payroll, HR, product knowledge, franchise policies and business management.
Feb 2000 - Mar 2006
Team & coworkers
Colleagues at Bell Partners
Other employees you can reach at bellpartners.com. View company contacts for 110 employees →
DM
Darren Morris, Ca
Colleague at Bell PartnersBrisbane City, Queensland, Australia
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VS
Volkan Sonkaya
Colleague at Bell PartnersGreater Sydney Area, Australia
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EW
Emily Wright
Colleague at Bell PartnersGreater Sydney Area, Australia
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MK
Michelle Kenny
Colleague at Bell PartnersMillers Point, New South Wales, Australia
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RM
Rebecca Morris
Colleague at Bell PartnersGreater Brisbane Area, Australia
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ID
Ishant Dabas
Colleague at Bell PartnersMelbourne, Victoria, Australia
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SK
Samir Kassem
Colleague at Bell PartnersAustralia
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ML
Mark Lyons
Colleague at Bell PartnersGreater Sydney Area, Australia
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MU
Michelle Utrera
Colleague at Bell PartnersMorrow, Georgia, United States
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DG
Debbie Gill
Colleague at Bell PartnersGreater Melbourne Area, Australia
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Darren Morris, Ca
Colleague at Bell PartnersBrisbane City, Queensland, Australia
View →
VS
Volkan Sonkaya
Colleague at Bell PartnersGreater Sydney Area, Australia
View →
EW
Emily Wright
Colleague at Bell PartnersGreater Sydney Area, Australia
View →
MK
Michelle Kenny
Colleague at Bell PartnersMillers Point, New South Wales, Australia
View →
RM
Rebecca Morris
Colleague at Bell PartnersGreater Brisbane Area, Australia
View →
ID
Ishant Dabas
Colleague at Bell PartnersMelbourne, Victoria, Australia
View →
SK
Samir Kassem
Colleague at Bell PartnersAustralia
View →
ML
Mark Lyons
Colleague at Bell PartnersGreater Sydney Area, Australia
View →
MU
Michelle Utrera
Colleague at Bell PartnersMorrow, Georgia, United States
View →
DG
Debbie Gill
Colleague at Bell PartnersGreater Melbourne Area, Australia
View →
7 education records
David S. education
Masters Of Applied Finance (Financial Planning), Finance
Pass - First Attempt
Fasea - Financial Advisor Exam
Graduate Diploma Of Finance, Finance
Graduate Certificate Of Finance, Finance
Advanced Diploma, Financial Planning And Services
Pinnacle Financial Services Academy
Diploma (Rg146), Financial Planning And Services
Certificate 3 Small Business Franchising
FAQ
Frequently asked questions about David S.
Quick answers generated from the profile data available on this page.
What company does David S. work for?
David S. works for Bell Partners.
What is David S.'s role at Bell Partners?
David S. is listed as Senior Financial Adviser | Process Improvement | Change Management at Bell Partners.
What is David S.'s email address?
AeroLeads has found 1 work email signal at @aware.com.au for David S. at Bell Partners.
Where is David S. based?
David S. is based in Greater Sydney Area, Australia while working with Bell Partners.
What companies has David S. worked for?
David S. has worked for Bell Partners, Aware Super, First State Super, Stateplus, and Pacific Advisory.
Who are David S.'s colleagues at Bell Partners?
David S.'s colleagues at Bell Partners include Darren Morris, Ca, Volkan Sonkaya, Emily Wright, Michelle Kenny, and Rebecca Morris.
How can I contact David S.?
You can use AeroLeads to view verified contact signals for David S. at Bell Partners, including work email, phone, and LinkedIn data when available.
What schools did David S. attend?
David S. holds Masters Of Applied Finance (Financial Planning), Finance from Charles Sturt University.
What skills is David S. known for?
David S. is listed with skills including Strategic Financial Planning, Financial Services, Retirement, Superannuation, Pensions, Financial Advisory, Retirement Planning, and Insurance.
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