David Gordon
Directeur/Membre du Conseil chez Premium Wealth Management Ltd.
Fortune : 377 616 $ au 31/05/2024
Postes actifs de David Gordon
Sociétés | Poste | Début | Fin |
---|---|---|---|
Premium Wealth Management Ltd.
Premium Wealth Management Ltd. Investment ManagersFinance Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures. | Directeur/Membre du Conseil | - | - |
Ghr Accounting Group
Ghr Accounting Group Investment ManagersFinance Ghr Accounting Group provides financial planning and accounting services. The private company is based in Mona Vale, Australia. | Corporate Officer/Principal | 01/01/1985 | - |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Corporate Officer/Principal | - | - |
Historique de carrière de David Gordon
Anciens postes connus de David Gordon
Sociétés | Poste | Début | Fin |
---|---|---|---|
RAIZ INVEST LIMITED | Directeur/Membre du Conseil | 25/10/2021 | 01/12/2021 |
Président | 17/09/2021 | 25/10/2021 | |
Independent Dir/Board Member | - | 01/12/2021 |
Formation de David Gordon
University of Technology Sydney | Undergraduate Degree |
Statistiques
Internationale
Australie | 6 |
Opérationnelle
Director/Board Member | 2 |
Corporate Officer/Principal | 2 |
Chairman | 1 |
Sectorielle
Finance | 4 |
Commercial Services | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
RAIZ INVEST LIMITED | Finance |
Entreprise privées | 3 |
---|---|
Premium Wealth Management Ltd.
Premium Wealth Management Ltd. Investment ManagersFinance Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures. | Finance |
Ghr Accounting Group
Ghr Accounting Group Investment ManagersFinance Ghr Accounting Group provides financial planning and accounting services. The private company is based in Mona Vale, Australia. | Finance |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Commercial Services |
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