David Leslie Email & Phone Number
Senior Financial Planner @ Collective Financial Partners
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David Leslie Location
- Newcastle, NSW, AU
David Leslie Work
- 2024 -now Senior Financial Planner @
- 2013 -2024 Senior Financial Planner @
- 2018 -2022 Director @
- 2009 -2013 Financial Planner @
- 2008 -2009 Financial Planner @
- 2006 -2007 Trainee Financial Planner @
- 2005 -2006 Training Director @ Earth Care Earth Share
David Leslie Education
- CFA Institute
(Chartered Financial Analyst (CFA) program -Level 1 - Accounting, Ethics, Economics, Portfolio Mgmt)
- Kaplan
Master of Financial Planning
2024 - University of Newcastle
Bachelor of Commerce (BCom) (Finance, Economics, Accounting)
- Mentor Education
Diploma of Financial Services (Financial Planning)
- Kaplan Education
Accredited Derivatives Adviser (Options & Warrants)
- St. Francis Xavier College, Hamilton
HSC
David Leslie Skills
- Financial Planning
- Superannuation
- Retirement Planning
- Equities
- Tax Advisory
- Estate Planning
- Equity Valuation
- SMSF
- Risk Management
- Financial Analysis
- Financial Advisory
- Financial Modeling
- Portfolio Management
- Public Speaking
- Event Management
- Equity Derivatives
- FX Derivatives
- Leadership
- Report Writing
- Retirement
- Strategic Financial Planning
- Banking
- Investments
- Asset Management
- Valuation
- Fixed Income
- Investment Strategies
- Wealth Management
- Finance
- Tax
- Management
- Financial Reporting
- Project Management
- Strategic Financial
David Leslie Summary
- David Leslie, based in Newcastle, NSW, AU, is currently a Senior Financial Planner at Collective Financial Partners. David Leslie brings experience from previous roles at Morgans Financial Limited, RBS Morgans and ABN AMRO Bank N.V.. David Leslie holds a CFA Institute. With a robust skill set that includes Financial Planning, Superannuation, Retirement Planning, Equities, Tax Advisory and more. David Leslie has 2 emails and 1 mobile phone numbers on RocketReach.
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