Paul Davies

Paul Davies Email and Phone Number

International Fund Representation | Business Development | Director @
Paul Davies's Location
Greater Adelaide Area, Australia
Paul Davies's Contact Details

Paul Davies work email

Paul Davies personal email

n/a
About Paul Davies

As Principal at Paul Davies & Associates, I leverage my extensive knowledge and skills in investment management and financial planning to help investment managers create and grow managed funds. With over 30 years of experience in the investment sector, I have a proven track record of delivering expert financial and investment advice to a diverse range of clients, including institutional super funds, private clients, and charities. I have also worked as an investment analyst and international stockbroker, where I analysed the sustainability, finances and valuation of companies. I hold a Masters of Applied Finance and Investment, a Graduate Diploma in Financial Planning, a Graduate Certificate in Applied Economics and I am a graduate of the Company Directors Course.My ongoing passion is to assist investment managers build their businesses with institutional funds such as super funds. I enjoy engaging with funds to present new investment managers who can add value to their portfolios and I focus on:- International business development- Investment and market analysis- Market proficiency- Client relationship management- Portfolio construction and asset allocationI also serve as a Certified Chair and advisor on company advisory boards, where I provide strategic guidance and oversight. I also have broad experience as a director.In addition, I am a university tutor and online course facilitator at UniSA Online, where I teach finance and investment courses with a focus on financial markets and institutions.

Paul Davies's Current Company Details
UniSA Online

Unisa Online

International Fund Representation | Business Development | Director
Paul Davies Work Experience Details
  • Unisa Online
    University Tutor And Online Course Facilitator
    Unisa Online Jun 2020 - Present
    Adelaide, South Australia, Australia
  • Freelance
    Advisory Board Chairman And Member
    Freelance Sep 2019 - Present
    Adelaide, South Australia, Australia
    I sit on advisory boards as a chairman and member giving strategic advice to SMEs. I am a Certified Chair with the Advisory Board Centre, which is Australia's peak body for advisory boards.
  • Paul Davies & Associates
    Principal
    Paul Davies & Associates Jul 2019 - Present
    Greater Adelaide Area
    Consulting to international investment managers on business development and creation of managed funds.
  • Sa Leaders
    Sa Leaders Partner On Advisory Boards
    Sa Leaders Dec 2020 - Sep 2023
    Adelaide, South Australia, Australia
    Helping SMEs to create and manage advisory boards
  • Various
    Senior Financial Advisor
    Various Jul 2013 - Jul 2019
    Adelaide, Australia
    ● Serviced a client base of over 100 clients● Provided financial and investment advice to individuals and charities.● Significantly diversifying portfolios to provide better risk-adjusted returns
  • Paul Davies & Associates
    Principal
    Paul Davies & Associates Jan 2001 - Jun 2013
    Adelaide
    ● A business development agency representing global investment managers gaining clients such as industry super funds and public sector funds● Represented two global investment managers namely Lloyd George Management and J O Hambro Capital Management
  • Private Consultancy
    Investor Relations Consultant
    Private Consultancy Aug 1999 - Dec 2000
    ● Advised two listed Australian companies ● Gave both companies a full evaluation of their investor relations process and how to engage with investment managers, which would regard each company as a potential investment.

Paul Davies Skills

Business Development Equities Capital Markets Investment Advisory Financial Planning Corporate Governance Asset Management Portfolio Management Investor Relations Policy Development Risk Management Investment Management Investments Private Equity Strategic Financial Planning Finance Funding Economics Investment Strategies Investment Banking Hedge Funds Policy Wealth Management

Paul Davies Education Details

Frequently Asked Questions about Paul Davies

What company does Paul Davies work for?

Paul Davies works for Unisa Online

What is Paul Davies's role at the current company?

Paul Davies's current role is International Fund Representation | Business Development | Director.

What is Paul Davies's email address?

Paul Davies's email address is pj****@****.com.au

What schools did Paul Davies attend?

Paul Davies attended University Of Adelaide, Australian Institute Of Company Directors, Finsia, Tribeca, Fasea, Kaplan Professional, Kaplan Professional.

What are some of Paul Davies's interests?

Paul Davies has interest in Rugby, Yacht Racing, History, Global Politics And Economics, Health.

What skills is Paul Davies known for?

Paul Davies has skills like Business Development, Equities, Capital Markets, Investment Advisory, Financial Planning, Corporate Governance, Asset Management, Portfolio Management, Investor Relations, Policy Development, Risk Management, Investment Management.

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