David Robertson Email & Phone Number
Senior Business Development Manager - Wealth @ Macquarie Group
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David Robertson Location
- Perth, WA, AU
David Robertson Work
- Senior Business Development Manager - Wealth @ (February 2023 - Present)
- Manager Retention @ (October 2022 - February 2023)
- Manager Business Development @ Boomer Home Loans (June 2022 - October 2022)
- Partner Sales Executive @ (March 2021 - June 2022)
- Channel Manager | Intermediaries | Enterprise | WA | SA at Finstro - Business Cashflow Solutions @ (April 2021 - March 2022)
- Senior Business Development Manager WA @ (April 2018 - October 2020)
- Finance Advisor - Managing Director - Residential - Small Business - Commerical - Asset Finance @ Mortgage Advice Australia (February 2017 - April 2018)
- Partnership Manager @ Choice Aggregation Services (December 2014 - October 2016)
- Manager of Business Development - Equity Lending @ (November 2010 - December 2014)
- State Manager Business Development WA @ (November 2008 - October 2010)
- Lending Manager @ (January 2006 - November 2007)
- Credit Analyst @ (June 2005 - January 2006)
- Application Coordinator @ Homeside Lending (October 2004 - June 2005)
- Documentation Manager @ Homeside Lending (October 2002 - October 2004)
- Mortgage Broker @ Mercia Finance (January 2001 - October 2002)
David Robertson Education
- Australian Institute of Management
Master of Business Administration - MBA (Business Administration and Management, General)
2021-2026 - AAMC Training Group
Diploma of Finance and Mortgage Broking Management (Finance and Financial Management Services)
2016-2016 - Kaplan Professional
Diploma Financial Planning (Financial Planning and Services)
2011-2012 - Kaplan Professional
Cert IV in Financial Services (Finance and Financial Management Services)
2007-2008 - AAMC Training Group
Cert IV in Financial Services (( Finance / Mortgage Broking ))
2006-2007 - Swinburne University of Technology
Australian Financal Services Licence (AFSL Tier 2)
2005-2005 - Real Estate Insitute of Western Australia
Certificate IV Real Estate Sales and Marketing (Real Estate Sales and Marketing)
1999-1999 - Central Institute of Technology
Certificate IV (Electronic Desktop Publishing)
1995-1997 - Swanbourne Senior High School 1984-1988
David Robertson Skills
- Wealth Management
- Relationship Management
- Portfolio Management
- Wealth
- Banking
- Superannuation
- Financial Services
- Investment Advisory
- Financial Risk
- Strategic Financial Planning
- Retirement Planning
- Retail Banking
- Risk Management
- Pensions
- Income Protection
- Funding
- Asset Allocation
- Commercial Banking
- Entrepreneurship
- Business Strategy
- Business Coaching
- Mentoring
- Financial Planning
- Business Relationship Management
- Leadership
- Mortgage Lending
- Financial Analysis
- Financial Advisory
- Customer Relationship Management Crm
- People Management
- Business
- Business Development Consultancy
- Channel Partners
- People Development
- Sales Operations
- Investments
- Business Development
- Credit Risk
- Business Analysis
- Finance
- Digital Marketing
- Strategy
- Sales Management
- Business Planning
- Wealth Accumulation
- Business Process
- Credit
- Time Management
- Customer Service
- Business Solutions Development
- Influential Communicator
- Management
- Small Business
- Loans
- Creative Problem Solving
- Relationship Development
- Customer Relationship Management
David Robertson Summary
- David Robertson, based in Perth, WA, AU, is currently a Senior Business Development Manager - Wealth at Macquarie Group. David Robertson brings experience from previous roles at P&N Bank, Boomer Home Loans, Finstro and Finstro - Business Cash Flow Solutions. David Robertson holds a 2021 - 2026 Master of Business Administration - MBA in Business Administration and Management, General @ Australian Institute of Management. With a robust skill set that includes Wealth Management, Relationship Management, Portfolio Management, Wealth, Banking and more. David Robertson has 3 emails and 3 mobile phone numbers on RocketReach.
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