David Gordon
Directeur/Membre du Conseil chez Premium Wealth Management Ltd.
Fortune : 377 616 $ au 31/05/2024
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Johan Cruz | M | - |
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. | 10 ans |
David Sharpe | M | - |
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. | 21 ans |
William Johns | M | - |
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. | 16 ans |
Jade Khao | F | - |
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. | 2 ans |
Diana D'Ambra | F | - |
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. | - |
Sarah Abood | F | - |
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. | - |
Dale Boucher | M | - |
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. | - |
Craig Ayling | M | - |
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. | - |
Simon Lung Wu | M | - |
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. | - |
Sally Smith | F | - |
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. | - |
Julian Place | M | - |
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. | 4 ans |
Julie Matheson | F | - |
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. | 4 ans |
Kearsten James | F | - |
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. | 4 ans |
David Jonathan Streader | M | - |
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. | - |
Gary Miller | M | - |
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. | - |
Matthew Webb | M | - |
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. | - |
Patrick Canion | M | - |
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. | - |
Olga Poltoratskaya Okaty | F | - |
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. | - |
Thomas Robertson | M | - |
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. | - |
Justin Viney | M | - |
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. | 10 ans |
John Nantes | M | - |
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. | - |
Kiril Ruvinsky | M | - |
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. | - |
James Tsiolis | M | 56 |
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. | - |
John McMurdo | M | - |
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. | - |
Paul Harding-Davis | M | - |
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. | - |
Emma Heffernan | F | - |
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. | - |
Angela Martyn | F | - |
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. | - |
Graphique Relationnel
Relation dans plusieurs entreprises
Statistiques
Pays | Relations | % du total |
---|---|---|
Australie | 27 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- David Gordon
- Réseau Personnel