David Gordon
Directeur/Bestuurslid bij Premium Wealth Management Ltd.
Vermogen: 393 606 $ op 30-04-2024
Oorsprong van het eerstegraads netwerk van David Gordon
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
22
| Non-Profit Organization | Miscellaneous Commercial Services | 22 |
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.
5
| Subsidiary | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Gordon via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| NATIONAL AUSTRALIA BANK LIMITED | Major Banks | Corporate Officer/Principal | |
| Prescott Securities, Inc. | Chief Executive Officer | ||
| Henley Business School Ltd. | College/University | Masters Business Admin | |
| PLENTEX LIMITED | Agricultural Commodities/Milling | Corporate Secretary | |
| INCOME ASSET MANAGEMENT GROUP LIMITED | Investment Banks/Brokers | Chairman | |
University of Melbourne
 University of Melbourne Other Consumer ServicesConsumer Services The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs. | College/University | Undergraduate Degree | |
| AUSTRALIAN ETHICAL INVESTMENT LIMITED | Investment Managers | Sales & Marketing Chief Executive Officer | |
East Topco Ltd.
 East Topco Ltd. Investment ManagersFinance East Topco Ltd. provides investment, superannuation and retirement products to individuals as well as to corporate and superannuation fund investors. The company is headquartered in Sydney, Australia. | Investment Managers | Corporate Officer/Principal | |
Australian Ethical Investments Ltd. (Investment Management)
 Australian Ethical Investments Ltd. (Investment Management) Investment ManagersFinance Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients. | Investment Managers | Chief Executive Officer | |
| Brandeis University | College/University | Graduate Degree | |
Bank of New Zealand Ltd.
 Bank of New Zealand Ltd. Regional BanksFinance Bank of New Zealand Ltd. engages in the provision of banking and financial products and services. It operates through the following segments: Partnership Banking; and Corporate and Institutional Banking. The company was founded on July 29, 1861 and is headquartered in Auckland, New Zealand. | Regional Banks | Corporate Officer/Principal | |
| Curtin University | College/University | Undergraduate Degree | |
| The University of Western Australia | College/University | Undergraduate Degree Undergraduate Degree | |
| Deakin University | College/University | Graduate Degree | |
Findex Advice Services Pty Ltd.
 Findex Advice Services Pty Ltd. Investment ManagersFinance Findex Advice Services Pty Ltd. provides wealth management and financial advisory services. The company’s services include advice, management and guidance, superannuation and retirement strategies, portfolio management, investment opportunities and funds and client investment administration. The firm also offers Risk Insurance Service and General Insurance. The company was founded by Tim Marshall in 2002 and is headquartered in Sydney, Australia. | Investment Managers | President | |
Australian Institute of Co. Directors
 Australian Institute of Co. Directors Miscellaneous Commercial ServicesCommercial Services Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Law Society of New South Wales | Corporate Officer/Principal | ||
Financial Services Council
 Financial Services Council Investment ManagersFinance The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014. | Investment Managers | Director/Board Member | |
Hillross Financial Services Ltd.
 Hillross Financial Services Ltd. Investment ManagersFinance Hillross Financial Services Ltd. provides financial planning services. It has partners with their clients to understand their needs to develop strategies that meet their financial & lifestyle needs. It identifies opportunities to meet its client's needs, which are flexible enough to respond to the ever-changing market and environment. It has a national network of more than 300 financial advisers in over 100 films across Australia. | Investment Managers | Corporate Officer/Principal | |
| Australian Corporate Lawyers Association | Corporate Officer/Principal | ||
| NETLINKZ LIMITED | Information Technology Services | Chief Executive Officer | |
National Tax & Accountants' Association Ltd.
 National Tax & Accountants' Association Ltd. Miscellaneous Commercial ServicesCommercial Services National Tax & Accountants' Association Ltd. assists accountants, tax agents, tax advisers and businesses in resolving tax issues. The company was founded in 1992 and is headquartered in South Melbourne, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Investment Management Consultants Association (Australia) | Corporate Officer/Principal | ||
| Amps New Zealand Life Insurance | Corporate Officer/Principal | ||
Western Australian Club, Inc.
 Western Australian Club, Inc. Movies/EntertainmentConsumer Services The Western Australian Club, Inc. is a private members club located in Perth, Australia. The club has a rich heritage and offers various events and activities for its members. The club's website provides updates on upcoming events, including a mystery bus tour and a Christmas in July themed dinner. The club also recently resumed its monthly sundowners. | Movies/Entertainment | President | |
| Future 2 Foundation | Director/Board Member | ||
Centerpoint Advisors LLC
 Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Investment Managers | Portfolio Manager-Equities | |
Adcock Private Equity Pty Ltd
 Adcock Private Equity Pty Ltd Investment ManagersFinance Adcock Private Equity Pty Ltd(Adcock Private Equity) is a private equity firm founded in 2010 by Brook Adcock. The firm is headquartered in Warriewood, Australia. | Investment Managers | Chief Executive Officer | |
SCM Corp. Pty Ltd.
 SCM Corp. Pty Ltd. Financial ConglomeratesFinance SCM Corp. Pty Ltd. operates as an investment firm. The company is headquartered in Sydney, Australia. | Financial Conglomerates | Chief Executive Officer | |
Atrium Investment Management Pty Ltd.
 Atrium Investment Management Pty Ltd. Investment ManagersFinance Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations. | Investment Managers | Director/Board Member | |
| ONEVUE HOLDINGS LIMITED | Investment Managers | Corporate Secretary | |
Fitzpatricks Private Wealth Pty Ltd.
 Fitzpatricks Private Wealth Pty Ltd. Investment ManagersFinance Part of The Fitzpatricks Group, Fitzpatricks Private Wealth Pty Ltd. is an Australian company that provides investment and wealth management services. The company is based in Spring Hill, Australia. The CEO of the company is Matt Fogarty. | Investment Managers | Director/Board Member | |
| VISIONFLEX GROUP LIMITED | Packaged Software | Director/Board Member | |
Crowe Horwath
 Crowe Horwath Miscellaneous Commercial ServicesCommercial Services Crowe Horwath provides accounting services. It provides services to government agencies and not-for-profit organizations. The company is headquartered in Perth, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| WISR LIMITED | Finance/Rental/Leasing | Chairman | |
Thinxtra Ltd.
 Thinxtra Ltd. Internet Software/ServicesTechnology Services Thinxtra Ltd. provides internet services and solutions. It offers eco-system of internet of things (IoT) solutions and suppliers to enable the non-connected to connect, to increase productivity, accelerate decision making, and improve quality of service or solve problems in an economic and connected manner. The firm focuses on bringing a network, products, services, and solutions to customers having machine-to-machine (M2M) communication needs. The company was founded by Sam Sharief and is headquartered in Alexandria, Australia. | Internet Software/Services | Director/Board Member | |
| COMPLII FINTECH SOLUTIONS LTD | Packaged Software | Chairman | |
Cashwerkz Pty Ltd.
 Cashwerkz Pty Ltd. Packaged SoftwareTechnology Services Cashwerkz Pty Ltd. designs and offers online platform and financial services. The firm offers term deposits and cash management platform that simplifies the process of comparing current term deposit rates, ordering, and switching between banks. The company was founded by Greg Bartlett and Mark Austin in 2013 and is headquartered in Sydney, Australia. | Packaged Software | Director/Board Member | |
| ASSOCIATE GLOBAL PARTNERS LIMITED | Investment Managers | Compliance Officer | |
| Pajoda Investments Pty Ltd. | Director/Board Member | ||
| BENJAMIN HORNIGOLD LIMITED | Investment Trusts/Mutual Funds | Director/Board Member |
Statistieken
Internationaal
| Australië | 36 |
| Verenigde Staten | 5 |
| Nieuw-Zeeland | 3 |
| Zuid-Afrika | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Finance | 19 |
| Consumer Services | 8 |
| Technology Services | 6 |
| Commercial Services | 4 |
| Process Industries | 2 |
Operationeel
| Director/Board Member | 37 |
| Corporate Officer/Principal | 32 |
| Chief Executive Officer | 12 |
| Chairman | 11 |
| Undergraduate Degree | 6 |
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