National Certificate in Banking, Sales and Relationship Management (NZQA recognised Diploma at Level 5), INFINZ (Cert)
David joined the Trustees Corporate Supervision team in 2018 after emigrating to New Zealand from South Africa. With over 20 years of experience working in the South African banking and finance industry including Investec Bank Limited, he has attained many professional competencies such as leadership, analytical aptitude, risk management, interpersonal skills, business acumen and professional work ethic. David has held leading roles within the operational and sales environment and dealt with a wide range of clients, from SMEs to multi-national corporates.
His client appointments cover Managed Investment Schemes (including KiwiSaver Schemes), Non-Bank Deposit Takers and Councils.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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