David Nguyen Email & Phone Number
Senior Financial Planning Director @ Investec Wealth & Investment UK
David Nguyen's Location
London, GB
David Nguyen's Education
- Chartered Institute for Securities and Investment
Chartered Wealth Manager (Wealth Management)
- 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 School1991 - 1996
- RMIT University
Bachelor's degree (Business/Commerce, General)
David Nguyen's Skills
- Estate Planning
- Financial Advisory
- Banking
- Pensions
- Insurance
- Retirement Planning
- Portfolio Management
- Business Development
- Investments
- Mortgage Lending
David Nguyen's Summary
David Nguyen, based in London, GB, is currently a Senior Financial Planning Director at Investec Wealth & Investment UK. David Nguyen holds a Chartered Wealth Manager in Wealth Management @ Chartered Institute for Securities and Investment. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Pensions, Insurance and more, David Nguyen contributes valuable insights to the industry. David Nguyen has 5 emails and 1 mobile phone number on RocketReach.
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