David Gordon
Director/Board Member bij Premium Wealth Management Ltd.
Vermogen: 405 469 $ op 31-03-2024
Profiel
David Gordon is currently a Director at Premium Wealth Management Ltd.
and a Member of the Financial Planning Association of Australia Ltd.
He was previously a Partner at Ghr Accounting Group.
He also served as an Independent Non-Executive Director at Raiz Invest Ltd.
in 2021.
Mr. Gordon obtained an undergraduate degree from the University of Technology Sydney.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
RAIZ INVEST LTD.
1.61% | 17-08-2023 | 1 534 588 ( 1.61% ) | 405 469 $ | 31-03-2024 |
Actieve functies van David Gordon
Bedrijven | Functie | Begin |
---|---|---|
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. | Director/Board Member | - |
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 | - |
Eerdere bekende functies van David Gordon
Bedrijven | Functie | Einde |
---|---|---|
RAIZ INVEST LIMITED | Chairman | 25-10-2021 |
Opleiding van David Gordon
University of Technology Sydney | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
RAIZ INVEST LIMITED | Finance |
Bedrijven in privébezit | 3 |
---|---|
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 |
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 |