Director And Principal
Web Services Ltd
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David Yates Email & Phone Number
Director and Principal
at
Web Services Ltd
1 work email found
@pwc.com
1 phone found area 240
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Principal
Location
Auckland, Auckland, New Zealand
Who is David Yates? Overview
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Quick answer
David Yates is listed as Director and Principal at Web Services Ltd, based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at pwc.com, phone signal with area code 240, and a matched LinkedIn profile for David Yates.
David Yates previously worked as Director at Retirement Planning Ltd and Consultant at Moneyplanners. David Yates holds Mba, Business And Leadership from University Of Waikato.
Company email context
Email format at Web Services Ltd
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{first_initial}{last}@pwc.com
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Profile bio
About David Yates
With over 30 years’ experience in IT and financial services in New Zealand and overseas, I am passionate about providing people with advanced tools and personalised support to make well-informed financial decisions. As Wikipedia’s founder Jimmy Wales once said: “Imagine a world in which every single person on the planet has free access to the sum of human knowledge.”True to this spirit, our company Retirement Planning Ltd has been developing and curating digital financial advice platforms to guide people towards key life goals – like The Retirement Platform (theretirementplatform.nz) and soon The Advice Platform. As a director of the company, I am responsible for creating the web infrastructure that underpins these platforms. Our goal is to put Kiwis in the driver’s seat of assessing and considering their needs and options. Plus, we are always readily available for personalised advice alongside our network of adviser partners.If you’d like to learn more about how we can help your journey, visit retirementplanning.nz.
Listed skills include It Strategy, Web Services, Mobile Internet, Financial Services, and 13 others.
Current workplace
David Yates's current company
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12 roles · 19 years
David Yates work experience
A career timeline built from the work history available for this profile.
Director
CurrentIn 2021, I co-founded Retirement Planning Ltd, providing financial advice and financial planning services to Kiwis. As an IT specialist and financial adviser, I have been helping our company bring to life advice platforms that are designed to put our clients in the driver’s seat of their decision-making.The Retirement Platform (theretirementplatform.nz).
May 2021 - Present
Director And Principal
Current
Web Services Ltd
Drawing upon my background in Technology and Financial Services, since 2013 I have been advising clients on how to embrace technology for lead generation, client engagement, and business streamlining/automation. In 2016, I officially launched Web Services Ltd, the first in a suite of initiatives aimed at helping business owners make better use of.
Jan 2013 - Present
Consultant
Current
Moneyplanners
Financial adviser and compliance manager for Moneyplanners.
May 2018 - Present
Founding Board Member - Gcr Alliance
Gcr Alliance Network
Global Carbon Rewards is an initiative and global policy framework which has the potential to change the landscape on climate breakdown. (https://globalcarbonrewards.org). The ideas and policy behind GCR is the brainchild of Dr Delton Chen, the founder of GCR. The Alliance will establish a network of relationships and partnerships that enables rapid.
Jan 2022 - Jul 2022
Director & Ceo
Quid Nz Ltd
NZ subsidiary of UK Financial Services startup.
Nov 2019 - Jun 2021
General Manager
Nz Financial Advisers' Association
Having been instrumental in the establishment of the Association and managing the logistics behind the merger with the Life Brokers Associaton, I was responsible for the day to day operational and management activities of the Association. In 2017, I was appointed programme manager for the merger of IFA, NZFAA and PAA - creating a new entity Financial.
Apr 2012 - Sep 2018
2007 - Jun 2014
Financial Adviser And Director
Dy Consulting
Initially working as a financial planner providing comprehensive personal financial advice - investments, Insurance, Retirement planning and debt management, my role transitioned towards more of a consulting role advising on process, technology and portfolio construction for advisers.
Apr 2003 - Aug 2007
Aug 1995 - Jan 2000
Assistant Vice President
Security Pacific/Bank Of America
AVP responsible for implementation of futures reporting system as part of merger between Security Pacific and Bank of America. Initially working in London, I was seconded to San Francisco for six months to project manage the futures system rollout.
May 1987 - Aug 1993
Trading Accountant - Bonds And Derivatives
Kleinwort Benson
Responsible for daily reporting systems for Bond Traders and Swaps and Derivatives Desks.
Jun 1982 - Jun 1986
2 education records
David Yates education
Mba, Business And Leadership
Graduate Diploma In Business Studies (Financial Planning), Financial Planning And Services
Massey University
FAQ
Frequently asked questions about David Yates
Quick answers generated from the profile data available on this page.
What company does David Yates work for?
David Yates works for Web Services Ltd.
What is David Yates's role at Web Services Ltd?
David Yates is listed as Director and Principal at Web Services Ltd.
What is David Yates's email address?
AeroLeads has found 1 work email signal at @pwc.com for David Yates at Web Services Ltd.
What is David Yates's phone number?
AeroLeads has found 1 phone signal(s) with area code 240 for David Yates at Web Services Ltd.
Where is David Yates based?
David Yates is based in Auckland, Auckland, New Zealand while working with Web Services Ltd.
What companies has David Yates worked for?
David Yates has worked for Web Services Ltd, Retirement Planning Ltd, Moneyplanners, Gcr Alliance Network, and Quid Nz Ltd.
How can I contact David Yates?
You can use AeroLeads to view verified contact signals for David Yates at Web Services Ltd, including work email, phone, and LinkedIn data when available.
What schools did David Yates attend?
David Yates holds Mba, Business And Leadership from University Of Waikato.
What skills is David Yates known for?
David Yates is listed with skills including It Strategy, Web Services, Mobile Internet, Financial Services, Insurance, Business Strategy, Wealth Management, and Investments.
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