David Rey Email & Phone Number
Senior Risk and Compliance Officer @ Capstone Financial Planning
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David Rey Location
- Australia
David Rey Work
- 2023 -now Senior Risk and Compliance Officer @
- 2021 -2023 Professional Standards Officer @
- 2019 -2021 Quality Assurance Manager @ Big 4 Consulting Services
- 2019 -2019 Advice Standards Manager @
- 2017 -2019 Financial Planning Compliance Officer @
- 2016 -2017 Case Manager @
- 2015 -2016 Compliance Development Manager @ Total Financial Solutions
- 2014 -2014 Client Services Manager @
- 2012 -2013 Financial Planner @
- 2011 -2012 Senior Financial Planner @
- 2008 -2011 Executive Director, CS Financial Planning @
- 2004 -2008 Superannuation Services Manager @
- 2003 -2004 Partner Financial Planner @ Lava Financial
- 1999 -2000 Associate Financial Adviser @ ANZ Bank
- 1998 -1999 Manager Customer Support @ Cashcard Austalia
David Rey Education
- Deakin University
Master of Commercial Law (Competition Law and International Trade)
1995-1997 - Deakin University
Bachelor of Commerce (Marketing and Indonesian Language)
1992-1995 - St Kevin's College 1979-1985
David Rey Skills
- Financial Advisory
- Team Leadership
- New Business Development
- Strategic Financial Planning
- Investments
- Wealth Management
- Portfolio Management
- Financial Services
- Pensions
- Wealth
- Superannuation
- Strategy
- Management
- Financial Risk
- Mutual Funds
- Banking
- Financial Planning
- Retirement Planning
- Pension Funds
- Risk Management
- Business Development
- Marketing
- Training
- Customer Service
- Project Planning
- SQL
- Research
- Logistics
- Footwear
David Rey Summary
- David Rey, based in Australia, is currently a Senior Risk and Compliance Officer at Capstone Financial Planning. David Rey brings experience from previous roles at Capstone Financial Planning, Big 4 Consulting Services and StatePlus. David Rey holds a 1995 - 1997 Master of Commercial Law in Competition Law and International Trade @ Deakin University. With a robust skill set that includes Financial Advisory, Team Leadership, New Business Development, Strategic Financial Planning, Investments and more. David Rey has 2 emails and 1 mobile phone numbers on RocketReach.
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Christy Wang
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