Lee Davidson

Lee Davidson Email and Phone Number

Finance Broker @ Sholl Street Finance
Secret Harbour, WA, AU
Lee Davidson's Location
Secret Harbour, Western Australia, Australia, Australia
Lee Davidson's Contact Details

Lee Davidson work email

Lee Davidson personal email

n/a

Lee Davidson phone numbers

About Lee Davidson

My background in Financial Services has seen me lead Teams who perform various roles. I am fanatical about delivering a service experience that is second to none whilst helping customers and business owners get the best advice to meet their circumstances.

Lee Davidson's Current Company Details
Sholl Street Finance

Sholl Street Finance

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Finance Broker
Secret Harbour, WA, AU
Lee Davidson Work Experience Details
  • Sholl Street Finance
    Finance Broker
    Sholl Street Finance
    Secret Harbour, Wa, Au
  • Elders Real Estate Rockingham
    Managing Director Finance
    Elders Real Estate Rockingham Mar 2024 - Present
    Rockingham, Western Australia, Au
    Elders is one of Australia’s oldest and most trusted companies in Australia. At Elders in Rockingham we specialise in Home Finance, Investment Lending and all aspects of finance including self managed super funds and equipment. We’re here to help you grow your wealth.
  • Finance House Group
    General Manager
    Finance House Group Dec 2015 - Mar 2024
    Au
    Finance House Group exists to help Accountants of Australia create and run their own finance broking division that utilizes our staff, Credit Licence and expertise. FHG are uniquely placed to help small firms create an asset they own and is sellable over time and to help manage and develop Finance broking divisions within Larger Firms who aren't delivering results they are content with.Whether it's within our Employed brokerage (YLF) or our self employed Aggregation model; we provide the help and expertise to help create referral sources that stand the test of time. Operating with our own Australian Credit Licence we have access to 51 Lenders and with Finance House Group operating across Australia, I also identify talent to recruit into our business as well as maintain and develop relationships with new firms that aren't aware of our offering. Running a Finance business in this day and age also requires a sound working knowledge of the regulations affecting our work and as such I have responsibility for the compliance and audit frame work we have in place.
  • Bt Financial Group
    State Manager
    Bt Financial Group Nov 2014 - Dec 2015
    Barangaroo, New South Wales, Au
    Working with Internal Business Partners within the Westpac Retail Bank to "Grow and Protect" Individuals, Families and Businesses to achieve sales targets across all Personal Lines and Life Insurance products. This role operated across the Westpac brands in Western Australia, South Autralia and Northern Territory as well as Tasmania. I Sales Managed a Team of Business Development Managers who worked with Internal Business Partners in Branches, Call Centres and Direct Channels to achieve KPIs/revenue targets on BTs product suite including Life Insurance, Financial Planning and Home Insurance. My main learning in this role was how to use influence to gain results as the people selling the products weren't under my direct leadership.
  • Westpac
    Regional General Manager
    Westpac Sep 2011 - Nov 2014
    Sydney, Nsw, Au
    Regional General Manager within Westpac Retail and Business Banking in Perths Metro area. I also led the South West of WA which allowed me to work in Regional Australia as well as manage an Instore Network. During this time, I led teams of between 100-150 people and led People Leaders. The role was primarily one which was about growing the P&L of all the branches and to exceed Consumer Lending targets as well as other Bank metrics such as NPS, Staff Advocacy, Attrition and Local Marketing Activity.
  • Westpac
    Bank Manager
    Westpac Nov 2009 - Sep 2011
    Sydney, Nsw, Au
    Leadership role focussed on working with a team of expert bankers to help make money and save money for consumer and business customers as well as achieving outstanding sales and service results across many kpi's. Management of sellers such as Personal Bankers, Home Finance Managers and Business Bankers meant this was a role which was both about strategic management and day to day sales management whilst ensuring the branch operated in a compliant framework.During my time as a Bank Manager, I had the responsibility for opening a new branch which developed my sales and marketing skills as I needed to find quality relationships for both business and personal banking
  • Dental Essentials
    Business Unit Manager
    Dental Essentials Jan 2009 - Nov 2009
    Business Development and Sales role selling commercial insurance to dentists. This was a proactive sales role which utilised my sales and marketing experience, ability to build pipeline and cross sell to exceed budgets.
  • Towergate Insurance
    Head Of New Business
    Towergate Insurance Sep 2005 - Dec 2008
    Gb
    Responsible for leading the Commercial and Personal Lines Sales Teams, External Sales Managers, Telesales Lead Generation unit and 3rd Party Broking channel.Towergate MIA is niche Brokerage for Medical and Caring Professions such as Doctors, Dentists and Vets as well as Charities. The team consisted of approx 30 staff with a target of approximately £2 m in Revenue per annum.
  • Endsleigh Insurance Services
    Area Manager
    Endsleigh Insurance Services Sep 1995 - Dec 2005
    Cheltenham, England, Gb
    Sales Leadership role with responsibilty for 8 branches, 40+ staff for a high street broker focussing upon selling Motor, home and travel Insurance to students and young professionals. This was an excellent role which developed my marketing, recruitment and people leadership skills in a fast moving retail environment.

Lee Davidson Skills

Sales Management New Business Development Business Planning Retail Banking Sales Team Leadership Insurance Selling Brokers Relationship Management Banking Management Financial Services Business Strategy Loans Mortgage Lending Leadership Credit Risk Coaching Wealth Management Risk Management Commercial Banking Business Relationship Management Finance Portfolio Management Credit Strategy Business Development Financial Risk

Lee Davidson Education Details

  • The National Finance Institute
    The National Finance Institute
    Finance
  • University Of Bedfordshire
    University Of Bedfordshire
    Public Policy And Management
  • University Of Bedfordshire
    University Of Bedfordshire
    Public Administration
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Insurance
  • Anziif
    Anziif
    Rg146 Tier 1
  • Kaplan Professional
    Kaplan Professional
    Rg146 Financial Services
  • Kaplan Professional
    Kaplan Professional
    Finance And Mortgage Broking

Frequently Asked Questions about Lee Davidson

What company does Lee Davidson work for?

Lee Davidson works for Sholl Street Finance

What is Lee Davidson's role at the current company?

Lee Davidson's current role is Finance Broker.

What is Lee Davidson's email address?

Lee Davidson's email address is le****@****.com.au

What is Lee Davidson's direct phone number?

Lee Davidson's direct phone number is +4420765*****

What schools did Lee Davidson attend?

Lee Davidson attended The National Finance Institute, University Of Bedfordshire, University Of Bedfordshire, Chartered Insurance Institute, Anziif, Kaplan Professional, Kaplan Professional.

What are some of Lee Davidson's interests?

Lee Davidson has interest in Politics, Soccer, Education, Leadership Development, Cycling, Property Development, Health.

What skills is Lee Davidson known for?

Lee Davidson has skills like Sales Management, New Business Development, Business Planning, Retail Banking, Sales, Team Leadership, Insurance, Selling, Brokers, Relationship Management, Banking, Management.

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