Duncan Brown Email & Phone Number

Sydney, NSW, AU

Melbourne, Victoria, AU

I 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.

Barangaroo, New South Wales, AU

As 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.

Melbourne, Victoria, AU

National 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.

LBS 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.

Masters Of Business In Finance, Finance

Education record

Accredited Derivatives Advisor Level 1

Advanced Diploma Of Financial Planning 5 - 8

Diploma Of Financial Planning, 1 - 4

Justice Of The Peace