David Newman Email & Phone Number

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Chief Operating Officer | Group Head of Adviser Services @ (July 2021 - Present)
Managing Director @ (July 2020 - Present)
Executive Director, Head of Business Development @ (March 2015 - July 2020)
Director @ Apostman Holdings Pty Ltd (January 1999 - Present)
Group Executive, Advisory Services @ (April 2006 - March 2011)
Executive Director @ EAS Pty Ltd (March 2001 - April 2006)
State Manager, Western Australia @ (January 1995 - January 2001)
State Manager, Western Australia @ (January 1987 - January 1995)

•Strategic Planning: Proven expertise in crafting and executing strategic plans to drive organisational success. •Transformation Leadership: Adept at guiding organisations through major and challenging transformations with a successful track record. •Financial Management: Comprehensive experience in financial management, ensuring fiscal responsibility and profitability. •Business Development: Proficient in identifying and capitalising on business opportunities to achieve revenue and market share growth. •Risk Management & Compliance: Extensive knowledge in navigating regulatory landscapes and implementing robust risk management strategies. •Sales and Marketing: Seasoned executive with a strong background in sales and marketing, contributing to business expansion and brand visibility.
Wealth Management
Investment Advisory
Retirement Planning
Portfolio Management
Strategic Financial Planning
Asset Allocation
Investments
Financial Advisory
Financial Planning
Insurance
Investment Strategies
Pensions
Risk Management
Superannuation
Wealth
Estate Planning
Business Analysis
Business Development
Marketing
Microsoft Excel
Change Management
Business Strategy
Management

David Newman, based in Perth, WA, AU, is currently a Chief Operating Officer | Group Head of Adviser Services at WT Financial Group (ASX:WTL). David Newman brings experience from previous roles at Sentry Group Pty Ltd, Apostman Holdings Pty Ltd and PlanB Group Holdings. David Newman holds a Melbourne Business School. With a robust skill set that includes •Strategic Planning: Proven expertise in crafting and executing strategic plans to drive organisational success. •Transformation Leadership: Adept at guiding organisations through major and challenging transformations with a successful track record. •Financial Management: Comprehensive experience in financial management, ensuring fiscal responsibility and profitability. •Business Development: Proficient in identifying and capitalising on business opportunities to achieve revenue and market share growth. •Risk Management & Compliance: Extensive knowledge in navigating regulatory landscapes and implementing robust risk management strategies. •Sales and Marketing: Seasoned executive with a strong background in sales and marketing, contributing to business expansion and brand visibility., Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management and more. David Newman has 1 emails and 1 mobile phone numbers on RocketReach.