David Isaacs Email & Phone Number
Director and Authorised Representative
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David Isaacs Location
- Sydney, NSW, AU
David Isaacs Work
- Director and Authorised Representative @ Quadrant Wealth (October 2016 - Present)
- Authorised Representative @ Core Private Wealth Pty Ltd (July 2014 - October 2016)
- Authorised Representative @ IMR Financial Advisors (February 2013 - June 2014)
- Wealth Manager @ (July 2011 - January 2013)
- Wealth Manager @ (November 2009 - June 2011)
- Wealth Manager @ (September 2006 - November 2009)
- Structured Lending Specialist and Wealth Manager @ (January 2003 - August 2006)
- Investment Specialist @ (January 2001 - December 2003)
David Isaacs Education
- Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2010-2010 - University of the Free State
Advanced Post Graduate Diploma in Financial Planning (Financial Planning and Services)
2007-2007 - University of the Free State
Post Graduate Diploma in Financial Planning (Financial Planning and Services)
2005-2005 - CFA Institute
CFA
2001-2004 - University of South Africa/Universiteit van Suid-Afrika
Honours (Business Management)
2000-2000 - University of the Witwatersrand
Bachelor of Commerce (Accountancy and Finance)
1996-1999 - King David High School Linksfield 1991-1995
- Financial Planning Association of Australia
Certified Financial Planner® (Financial Planning and Services)
2018
David Isaacs Skills
- Investments
- Portfolio Management
- Wealth Management
- Equities
- Private Banking
- Asset Allocation
- High Net Worth Individuals
- Wealth
- Asset Management
- Alternative Investments
- Hedge Funds
- Investment Strategies
- Wealth Management Services
- Investment Management
- Relationship Management
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- Strategy
- Business Development
- Financial Structuring
- Investment Banking
- Loans
- Structured Products
- Securities
- Options
- Bonds
- Superannuation
- Investment Advisory
- Financial Advisory
- Risk Management
- Retirement
- Financial Planners
- Mortgage Lending
- Insurance
- Financial Markets
- Financial Risk
- Capital Markets
- Fixed Income
- Derivatives
- Life Insurance
- Trauma
- Disability Insurance
- Income Protection
- Financial Planning
- High Net Worth
- Boutique
- Financial Services
- Strategic Financial
- Analytics
David Isaacs Summary
- David Isaacs, based in Sydney, NSW, AU, is currently a Director and Authorised Representative at Quadrant Wealth. David Isaacs brings experience from previous roles at Core Private Wealth Pty Ltd, IMR Financial Advisors, Credit Suisse and Investec Australia. David Isaacs holds a 2010 - 2010 Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Equities, Private Banking and more. David Isaacs has 1 emails on RocketReach.
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