David Gordon
Director/Board Member at Premium Wealth Management Ltd.
Net worth: 393 606 $ as of 29/04/2024
Profile
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.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
RAIZ INVEST LTD.
1.61% | 16/08/2023 | 1,534,588 ( 1.61% ) | 393 606 $ | 29/04/2024 |
David Gordon active positions
Companies | Position | Start |
---|---|---|
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 | 31/12/1984 |
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 | - |
Former positions of David Gordon
Companies | Position | End |
---|---|---|
RAIZ INVEST LIMITED | Chairman | 24/10/2021 |
Training of David Gordon
University of Technology Sydney | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
RAIZ INVEST LIMITED | Finance |
Private companies | 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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