David Yates work email
- Valid
David Yates personal email
- Valid
David Yates phone numbers
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.
-
Director And PrincipalWeb Services LtdAuckland, Nz
-
DirectorRetirement Planning Ltd May 2021 - PresentDevonport, Auckland, New ZealandIn 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) and the soon-to-be-released Advice Platform are borne out of our enthusiasm for knowledge-sharing tools, coupled with personalised ‘traditional’ financial advice. Our vision is to provide our clients with clarity around where they are today, confidence to make important financial decisions for tomorrow, and options to support them along their journey. -
Director And PrincipalWeb Services Ltd Jan 2013 - PresentAuckland, New ZealandDrawing 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 technology through integrated web platforms and mobile apps. With your website as the hub, our solutions provide integrated mobile, social media, customer/client communication, virtual meeting options and client engagement technologies – including client vaults, digital signature technologies, and document management solutions.
-
ConsultantMoneyplanners May 2018 - PresentAucklandFinancial adviser and compliance manager for Moneyplanners.
-
Founding Board Member - Gcr AllianceGcr Alliance Network Jan 2022 - Jul 2022Auckland, New ZealandGlobal 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 design, development, implementation, and assessment of the GCR policy framework and commercialisation opportunities.
-
Director & CeoQuid Nz Ltd Nov 2019 - Jun 2021Auckland, New ZealandNZ subsidiary of UK Financial Services startup.
-
General ManagerNz Financial Advisers' Association Apr 2012 - Sep 2018Having 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 Advice New Zealand.
-
ConsultantTnp 2007 - Jun 2014Auckland, New ZealandWealth and Risk Compliance, IT support for large independent advisory group. -
Financial Adviser And DirectorDy Consulting Apr 2003 - Aug 2007AucklandInitially 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.
-
DirectorPricewaterhousecoopers Aug 1995 - Jan 2000Director of ERP (PeopleSoft) for Financial Services. -
Assistant Vice PresidentSecurity Pacific/Bank Of America May 1987 - Aug 1993London, San FranciscoAVP 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.
-
Trading Accountant - Bonds And DerivativesKleinwort Benson Jun 1982 - Jun 1986LondonResponsible for daily reporting systems for Bond Traders and Swaps and Derivatives Desks.
David Yates Skills
David Yates Education Details
-
Business And Leadership -
Massey UniversityFinancial Planning And Services
Frequently Asked Questions about David Yates
What company does David Yates work for?
David Yates works for Web Services Ltd
What is David Yates's role at the current company?
David Yates's current role is Director and Principal.
What is David Yates's email address?
David Yates's email address is dyconsulting@me.com
What is David Yates's direct phone number?
David Yates's direct phone number is (240) 505*****
What schools did David Yates attend?
David Yates attended University Of Waikato, Massey University.
What are some of David Yates's interests?
David Yates has interest in Education, Environment, Poverty Alleviation, Science And Technology, Human Rights.
What skills is David Yates known for?
David Yates has skills like It Strategy, Web Services, Mobile Internet, Financial Services, Insurance, Business Strategy, Wealth Management, Investments, Risk Management, Management, Financial Planning, Business Development.
Not the David Yates you were looking for?
-
david yates
Wellington -
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial