David Steer Email
Lending Adviser and Mortgage Broker @ Lydian Financial Services
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David Steer Location
- Sydney, NSW, AU
David Steer Work
- 2020 - now Lending Adviser and Mortgage Broker @
- 2009 - now Director @ Trafalgar Financial Group
- 2019 - 2020 Lending and Property Adviser @
David Steer Skills
- Customer Service
- Analysis
- Finance
- Accounting
- Risk Management
- Financial Analysis
- Budgets
- Business Analysis
- Insurance
- Financial Services
- Portfolio Management
- Wealth Management
- Investments
- Relationship Management
- Business Strategy
- Asset Management
- Business Planning
- Change Management
- Equities
- Financial Planning
- Financial Risk
- Strategic Planning
- Superannuation
- Budgeting
David Steer Summary
- David Steer, based in Sydney, NSW, AU, is currently a Lending Adviser and Mortgage Broker at Lydian Financial Services. David Steer brings experience from previous roles at Trafalgar Financial Group and Infocus Advisory (Australia). With a robust skill set that includes Customer Service, Analysis, Finance, Accounting, Risk Management and more. David Steer has 2 emails on RocketReach.
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James Peach
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Joanne Wynn
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Steven Spanton
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Angelo Pirrello
𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 and 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐁𝐫𝐨𝐤𝐞𝐫
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Brendon Tan
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