Duncan Brown Email and Phone Number
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As the Regional General Manager of NSW/QLD/ACT at Viridian Financial Group, I oversee over 12 office locations and lead 6 team leaders, their advisers and support staff. Viridian is one of the largest independent private wealth companies in Australia, with a mission to empower clients to achieve their financial and life goals. With close to fifteen years of experience in the financial services industry, I have developed strong competencies for my teams in financial risk management, investments, superannuation, tax reduction, and retirement planning. I have also been recognised for my achievements and contributions, being a finalist for the Practice Principal of the Year at the IFA Awards and twice shortlisted for the Employee of the Year at BT Financial Group. I am passionate about delivering high-quality and ethical advice and enhancing the standards and reputation of the profession.
Gps Wealth Ltd
View- Website:
- gpswealth.com.au
- Employees:
- 8
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Gps Wealth LtdSydney, Nsw, Au
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Regional General Manager Of Nsw/Act/QldViridian Financial Group Jun 2019 - PresentMelbourne, Victoria, AuI am currently the Regional General Manager of NSW/QLD/ACT at Viridian Financial Group which is one of the largest independent private wealth companies in Australia. I am responsible for over 12 office locations spanning three states, consisting of 6 team leaders, their Advisers and support staff. We service a large subsection of the population from UNHW to mass affluent individuals and entities. -
Practice Development Manager - NswBt Mar 2017 - Jun 2019Barangaroo, New South Wales, AuAs the Practice Development Manager I represented both two State General Managers and the General Manager of BT Advice on a number of issues via operational and procedural improvements together with spearheading the uplift in ongoing advice revenue. I was a consultant to executives as special matter expert when issued with a notice for response from the regulatory bodies including ASIC, AFCA (FOS) and The Royal Commission into Banking. I was also seconded to manage the most senior advisers located in the Private and Premium Bank while still delivering on my day to day role.Some of my key achievements included being shortlisted for Employee of the Year 2 years running through being awarded the Advice and Private Wealth BT Stars for Q2 of 2018 & 2019. -
Senior AdviserNational Australia Bank Mar 2015 - Mar 2017Melbourne, Victoria, AuNational Australia Bank Group is a financial services organisation with over 12,700,000 customers and 42,000 people, operating more than 1,700 stores and business banking centres globally. NAB currently has assets of $945 billion. It is currently one of the major leaders of wealth advice in Australia. I was responsible for servicing the largest business banking centres within the organisation. Assisting business owners and high net worth individuals in the areas of investment, superannuation, tax reduction and retirement planning. -
Practice Manager - Equity HolderLbs Financial Group Jan 2013 - Mar 2015LBS Financial Group’s mandate was to provide end-to-end services in the financial advisory and private wealth space. As a shareholder, I was not only responsible for the further growth of my book of clients as an Authorised Representative of Aon Hewitt but also as the manager of the private advice team. I held a dual position of principal adviser and private wealth adviser.
Duncan Brown Skills
Duncan Brown Education Details
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University Of Technology SydneyFinance -
Sydney Grammar School
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Kaplan UniversityAccredited Derivatives Advisor Level 1
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PinnacleAdvanced Diploma Of Financial Planning 5 - 8
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Aifa1 - 4
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NswJustice Of The Peace
Frequently Asked Questions about Duncan Brown
What company does Duncan Brown work for?
Duncan Brown works for Gps Wealth Ltd
What is Duncan Brown's role at the current company?
Duncan Brown's current role is Regional General Manager NSW/ACT/QLD at Viridian Financial Group.
What is Duncan Brown's email address?
Duncan Brown's email address is du****@****.com.au
What is Duncan Brown's direct phone number?
Duncan Brown's direct phone number is +613887*****
What schools did Duncan Brown attend?
Duncan Brown attended University Of Technology Sydney, Sydney Grammar School, Kaplan University, Pinnacle, Aifa, Nsw.
What are some of Duncan Brown's interests?
Duncan Brown has interest in Education.
What skills is Duncan Brown known for?
Duncan Brown has skills like Investments, Financial Advisory, Portfolio Management, Equities, Finance, Trading, Wealth, Wealth Management, Financial Risk, Financial Services, Risk Management, Management.
Who are Duncan Brown's colleagues?
Duncan Brown's colleagues are Trudy Walsh, Paul Pavlic, Clinton Hatcher, Bruce Mayhill, Greg Holman, Adam Rogers, Michael Smith.
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