David Newman Email & Phone Number

David Newman Email & Phone Number

Chief Operating Officer | Group Head of Adviser Services @ WT Financial Group (ASX:WTL)

David Newman Location

Perth, WA, AU

David Newman Work

  • 1999 - now  Director @ Apostman Holdings Pty Ltd
  • 2006 - 2011 Group Executive, Advisory Services @ PlanB Group Holdings
  • 2001 - 2006 Executive Director @ EAS Pty Ltd
  • 1995 - 2001 State Manager, Western Australia @ AMP
  • 1987 - 1995 State Manager, Western Australia @ Tyndall Australia Ltd.

David Newman Education

  • Melbourne Business School

  • Trinity College Perth

David Newman Skills

  • •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

David Newman Summary

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, Sentry Group, 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 2 emails on RocketReach.
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