David Nelson Email
Senior Manager - Wealth Advice Remediation @ NAB
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David Nelson Location
- Adelaide, SA, AU
David Nelson Work
- 2020 -now Senior Manager - Wealth Advice Remediation @
- 2018 -2020 Manager, Advice Assurance and Coaching - Advice and Professionalism @
- 2016 -2018 Lead, Advice Compliance SA and WA @
- 2014 -2015 Associate, Practice Consultant @
- 2014 -2014 Practice Development Manager @
- 2013 -2013 Associate, Practice Consultant @
- 2011 -2013 Licensee Relationship Manager @
- 2011 -2011 State Manager, Lending Service SA and NT @
- 2005 -2010 Practice Consultant @
- 2005 -2005 Senior Business Review Manager @
- 2002 -2004 Business Review Manager @
- 1981 -2002 Various roles across Personal, Business and Retail Banking and Financial Planning Compliance @
David Nelson Education
- FINSIA
Professional Banking Fundmentals (Banking and Financial Support Services)
2022-2022 - ThreeSixty/FPA/Deakin University
Advanced Diploma of Financial Services (Financial planning)
2001-2004 - Marden High School
Matriculation (Year 12)
David Nelson Skills
- Financial Planning
- People Management
- Banking
- Operations Management
- Quality Management
- Risk Management
- Team Leadership
- Strategic Financial Planning
- Management
- Stakeholder Management
- Relationship Management
- Wealth
- Business Planning
- Business Strategy
- Financial Services
- Income Protection
- Financial Advisory
- Wealth Management
- Retirement Planning
- Investments
- Insurance
- Portfolio Management
- Investment Advisory
- Pensions
- Investment Strategies
- Wealth Accumulation
- Financial Planners
- Estate Planning
- Retirement
- Life Insurance
- Superannuation
- Personal Finance
- Wealth Management Services
- Business Relationship Management
- Project Management
- Research
- Practice Development
- Customer Service
- Leadership
- Business Analysis
- Financial Risk
- Financial Markets
- Trading
- Equities
- Credit Risk
- Derivatives
- Business Process Improvement
- Retail Banking
- Securities
- FX Options
- Business Process
- Integration
- Fixed Income
- Project Delivery
- Capital Markets
- Business Requirements
- Corporate Finance
- Investment Banking
- Governance
- Asset Management
- Equity Derivatives
- Finance
- Trading Systems
- Structured Finance
- Options
- Financial Modeling
- Financial Analysis
David Nelson Summary
- David Nelson, based in Adelaide, SA, AU, is currently a Senior Manager - Wealth Advice Remediation at NAB. David Nelson brings experience from previous roles at MLC Australia. David Nelson holds a 2022 - 2022 Professional Banking Fundmentals in Banking and Financial Support Services @ FINSIA. With a robust skill set that includes Financial Planning, People Management, Banking, Operations Management, Quality Management and more. David Nelson has 2 emails on RocketReach.
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