David Gibbs Email & Phone Number

I am a seasoned finance expert with a strong business integration, financial planning, and actuarial analysis background. Over the last decade, I have melded advanced financial knowledge with hands-on leadership, demonstrated by my roles at Capstone Financial Planning. I have managed cross-functional teams, streamlined complex compliance processes, and launched innovative financial tools that drive efficiency and ensure quality advice. My strong academic foundation from the Royal Melbourne Institute of Technology and Swinburne University further underscores my commitment to professional excellence.My career journey boasts significant roles, such as the Integration Manager and Head of Advice Quality. At Capstone Financial Planning, I have been instrumental in establishing efficient teams executing high-impact projects like the Financial Projections guidance and the Record of Advice and Service Agreement updates. My tenure at AMP and the Commonwealth Bank further underscores my skills in remediation, thorough assessments, and client services, ensuring compliance and bolstering trust.I pride myself on a client-centric approach, analytical mindset, and strategic planning acumen. Whether it’s developing financial tools, managing complex integrations, or leading dynamic teams, I always aim for optimal business solutions that drive organisational growth. I'm passionate about leveraging my diverse skill set, from financial planning and stakeholder engagement to strategic planning and process improvement, to make meaningful contributions in a rapidly evolving financial landscape.