Mark De Wan, Dip Fp Email & Phone Number
Who is Mark De Wan, Dip Fp? Overview
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Mark De Wan, Dip Fp is listed as Head of Sales and Marketing at Cor Capital, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Mark De Wan, Dip Fp.
Mark De Wan, Dip Fp previously worked as Head of Sales & Marketing at Cor Capital and Committee Member at Financial Advice Association Australia (Faaa). Mark De Wan, Dip Fp holds Diploma Financial Services, Financial Planning And Services from Deakin University.
Email format at Cor Capital
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About Mark De Wan, Dip Fp
A financial services professional with excellent people skills and a focus on seamless execution. With this comes an expansive knowledge of the financial services sector and a deep understanding of financial planning dealer group models as well as financial planning practices. Has developed a wide-ranging network of contacts nationally and has a proven ability to identify people of influence within a client base. Having worked in both small and large teams within global and local asset management companies as well as major Australian banks and one of Australia's top accounting firms, carries an understanding of the dynamics of big business and can apply this insight into any sized business model.Key Strengths:- Leadership: has the ability to take control of the situation as required- Confidence: will make decisions, take action and be responsible- Calmness: in pressure situations will apply a process and work through with colleagues- Strategic Awareness: can connect opportunities that are not immediately obvious- Communication: seeks to simplify complex matters to the level of the enquirer- Resilience: continues to pursue outcome in light of ongoing hurdles- People Development: a mentor relationship with all colleagues as necessary- Negotiation Skills: identification of key decision makers in any conversation- Driven: A personal need to succeed without adversely impacting co-workers
Listed skills include Business Development and Sales Management.
Mark De Wan, Dip Fp's current company
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Mark De Wan, Dip Fp work experience
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Head Of Sales & Marketing
Established in 2012, we are an independent investment management firm based in Melbourne, Australia. Our firm is 100% privately owned, the majority by staff.We specialise in managing and further developing our proven multi-asset investment strategy via the Cor Capital Fund. The genesis of our business was in response to the need for an uncomplicated but.
Committee Member
Committee Member for the FPA Melbourne ChapterThe Chapter Chair and Committee members are local ambassadors of the FPA by creating awareness and increasing member engagement in the Chapter. This is achieved through various channels such as member events, student engagement, community service and supporting the FPA to deliver its strategic goals.
Key Account Manager
Ellerston Capital has been managing money since 2002. Our clients include Government, industry and corporate superannuation funds, international funds, family offices and high net worth investors.As a dedicated investment manager, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing. We are passionate about.
Consultant
Providing consulting services to the Financial Planning industry.
Strategic Account Manager
Offered the opportunity to be a part of the team to 'stand-up' the newly launched MLC Life Insurance company post its sale to Nippon Life by NAB/MLC, the largest corporate separation in Australia's history.Reporting to General Manager Retail SalesActivities included:- Member of GM Retail Sales Leadership Team- Maintain and build strategic account.
National Key Account Manager, Nab Wealth / Mlc
Proud to have been recruited to the role of National Key Account Manager / Strategic Account Manager at a time when NAB/MLC sought to re-engage with the IFA market following a 7 year exit.Take to market capabilities were reflective of the full suite of asset management / investment products via NabInvest (incubator and partner of boutique fund managers).
Director, Business Development
Business Development UBS Global Asset Management reporting to Managing Director - Head of Third Party Distribution Australia.Bringing an institutional investment house to the retail market.Activities included:- Senior business developer in the Melbourne office servicing Victoria and Tasmania- Sales activities included adviser visits, boardroom.
Associate Director, Business Development
Business Development UBS Global Asset Management reporting to Managing Director - Head of Third Party Distribution Australia.Activities included:- Being an integral member of the team who brought a new, relatively unknown brand to the retail / wholesale market- Establishing new adviser relationships and developing a new data base (CRM)- Presentations, both.
Senior Adviser
Financial Planning Practitioner reporting to Director KPMG Financial Services Victoria.This role embraced the offering of high-level financial planning advice to the clients of KPMG. Responsibilities included the development of relationships with the KPMG accounting partners and servicing the needs of their clients, working and mentoring in a small team.
Colleagues at Cor Capital
Other employees you can reach at corcapital.com.au. View company contacts →
Davin Hood
Colleague at Cor CapitalGreater Melbourne Area, Australia
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CS
Camila Sequeiros
Colleague at Cor CapitalCajamarca, Peru, Peru
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TR
Tom Rachcoff
Colleague at Cor CapitalGreater Melbourne Area, Australia
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MH
Matthew Hopper
Colleague at Cor CapitalThornbury, Victoria, Australia, Australia
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Mark De Wan, Dip Fp education
Diploma Financial Services, Financial Planning And Services
Education record
Frequently asked questions about Mark De Wan, Dip Fp
Quick answers generated from the profile data available on this page.
What company does Mark De Wan, Dip Fp work for?
Mark De Wan, Dip Fp works for Cor Capital.
What is Mark De Wan, Dip Fp's role at Cor Capital?
Mark De Wan, Dip Fp is listed as Head of Sales and Marketing at Cor Capital.
Where is Mark De Wan, Dip Fp based?
Mark De Wan, Dip Fp is based in Greater Melbourne Area, Australia, Australia while working with Cor Capital.
What companies has Mark De Wan, Dip Fp worked for?
Mark De Wan, Dip Fp has worked for Cor Capital, Financial Advice Association Australia (Faaa), Ellerston Capital, Self-Employed, and Mlc Life Insurance.
Who are Mark De Wan, Dip Fp's colleagues at Cor Capital?
Mark De Wan, Dip Fp's colleagues at Cor Capital include Davin Hood, Camila Sequeiros, Tom Rachcoff, and Matthew Hopper.
How can I contact Mark De Wan, Dip Fp?
You can use AeroLeads to view verified contact signals for Mark De Wan, Dip Fp at Cor Capital, including work email, phone, and LinkedIn data when available.
What schools did Mark De Wan, Dip Fp attend?
Mark De Wan, Dip Fp holds Diploma Financial Services, Financial Planning And Services from Deakin University.
What skills is Mark De Wan, Dip Fp known for?
Mark De Wan, Dip Fp is listed with skills including Business Development and Sales Management.
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