David Nguyen Email & Phone Number
Senior Financial Planning Director @ Investec Wealth & Investment UK
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David Nguyen Location
- London, GB
David Nguyen Work
- Senior Financial Planning Director @ (October 2022 - Present)
- Wealth Planner, Vice President @ (September 2019 - October 2022)
- Private Banking Advice Manager @ (July 2017 - August 2019)
- Premier Client Manager - Chartered Wealth Adviser @ (March 2016 - June 2017)
- Relationship management and financial planning to Premier higher net worth clients. @ (February 2014 - February 2016)
- Financial Planner @ (November 2011 - December 2013)
- Independent Financial Adviser @ (December 2009 - November 2011)
- Regional Development Manager @ (August 2007 - October 2009)
- Business Development Manager @ (April 2004 - July 2007)
- Associate Adviser @ (December 2000 - April 2004)
- Client Relationship Manager @ (May 1999 - December 2000)
David Nguyen Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager (Wealth Management)
2016-2016 - Institute Financial Planning
Certified Financial Planner (CFP) (Financial Planning)
2012-2013 - Chartered Insurance Institute
Ceritificate Financial Planning (Financial Planning)
2009-2010 - Royal Melbourne Institute Technology, Australia
Bachelor Business (Financial Planning)
2004-2007 - Securities Institute Australia
Diploma Financial Services (Financial Advising)
2002-2004 - Sydney Institute Technology
Diploma Business (Banking & Finance)
2000-2002 - Sydney Technical High School 1991-1996
- RMIT University
Bachelor's degree (Business/Commerce, General)
David Nguyen Skills
- Estate Planning
- Financial Advisory
- Banking
- Pensions
- Insurance
- Retirement Planning
- Portfolio Management
- Business Development
- Investments
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Risk Management
- Customer Service
- Financial Analysis
- Wealth
- Protection
- Management
- Inheritance Tax Planning
- Retirement
- CRM
David Nguyen Summary
- David Nguyen, based in London, GB, is currently a Senior Financial Planning Director at Investec Wealth & Investment UK. David Nguyen brings experience from previous roles at Barclays Wealth Management, Lloyds Bank Private Banking and HSBC Retail Banking and Wealth Management. David Nguyen holds a 2016 - 2016 Chartered Wealth Manager in Wealth Management @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Pensions, Insurance and more. David Nguyen has 3 emails and 3 mobile phone numbers on RocketReach.
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