David Peters Email & Phone Number | A results oriented and self-disciplined Risk and Compliance Manager with extensive experience within the Financial services sector providing insightful advice, guidance, and practical support to ensure the business understands and mitigates risk through consistent and compliant policies and best-practice frameworks and procedures. An engaging and genuine relationship builder, I act as a trusted partner across the business and with key stakeholders to promote and embed a strong risk management and continuous improvement culture. Articulate and influential, I am confident and comfortable when liaising and negotiating with other parties in the decision-making process concerning specific deliverables, services and products. I have professional experience in all aspects of Personal and Business Financial Planning. I have worked in the financial services industry for over 30 years (11 of which was as a Financial Adviser) and have worked in various roles in banks, an Insurance Company, a Trustee Company and run my own Financial Planning business. My background in corporate roles with companies include AMP, ANZ, BNZ, Guardian Trust, National Bank and Westpac. This has given me a unique view of the diverse Financial Advisory business throughout New Zealand. Other roles have also included subject matter expert, writing course material for The Open Polytechnic of New Zealand and for Professional IQ College for the same Certificate. I am currently a non-practicing AFA, CFP, ALU concentrating rather on helping fellow advisers make the most of their businesses, while ensuring compliant sales processes.

David Peters

A results oriented and self-disciplined Risk and Compliance Manager with extensive experience within...
Wellington Region, Wellington Region, New Zealand

*50 free lookup(s) per month.

No credit card required.

David Peters’s Email dnapeters@xtra.co.nz

David Peters’s Phone Numbers

Get DAVID’s Phone Number (For Free)

Social Media

David Peters’s Location Wellington Region, Wellington Region, New Zealand

David Peters’s Current Industry

Not the David Peters you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Aia

Supervison Manager

2016-04-01 00:00:00 - 2022-10-01 00:00:00

Professional Iq College

Financial Adviser Assessor

2014-05-01 00:00:00 - 2016-09-01 00:00:00

Independent Development Solutions

Risk And Compliance Contractor

2014-09-01 00:00:00 - 2016-09-01 00:00:00

Mas Medical Assurance Society

Senior Adviser

2012-04-01 00:00:00 - 2014-04-01 00:00:00

The Skills Organisation

Financial Adviser Assessor

2010-04-01 00:00:00 - 2012-04-01 00:00:00

Dna Financial Planning

Self Employed Financial Planner

2008-04-01 00:00:00 - 2010-04-01 00:00:00

Bank

Mobile Mortgage Manager

2007-04-01 00:00:00 - 2008-04-01 00:00:00

Guardian Trust

Trust And Financial Services Manager

2005-04-01 00:00:00 - 2007-04-01 00:00:00

National Bank

Investment Manager

2002-04-01 00:00:00 - 2005-04-01 00:00:00

Westpac

Investment Advisor

2001-04-01 00:00:00 - 2002-04-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About David Peters

David Peters is located at
Wellington Region, Wellington Region, New Zealand

David Peters is a A results oriented and self-disciplined Risk and Compliance Manager with extensive experience within the Financial services sector providing insightful advice, guidance, and practical support to ensure the business understands and mitigates risk through consistent and compliant policies and best-practice frameworks and procedures. An engaging and genuine relationship builder, I act as a trusted partner across the business and with key stakeholders to promote and embed a strong risk management and continuous improvement culture. Articulate and influential, I am confident and comfortable when liaising and negotiating with other parties in the decision-making process concerning specific deliverables, services and products. I have professional experience in all aspects of Personal and Business Financial Planning. I have worked in the financial services industry for over 30 years (11 of which was as a Financial Adviser) and have worked in various roles in banks, an Insurance Company, a Trustee Company and run my own Financial Planning business. My background in corporate roles with companies include AMP, ANZ, BNZ, Guardian Trust, National Bank and Westpac. This has given me a unique view of the diverse Financial Advisory business throughout New Zealand. Other roles have also included subject matter expert, writing course material for The Open Polytechnic of New Zealand and for Professional IQ College for the same Certificate. I am currently a non-practicing AFA, CFP, ALU concentrating rather on helping fellow advisers make the most of their businesses, while ensuring compliant sales processes.

David Peters currently works in the

No Languages Available

David Peters has prior
experience in the following industries:
Aia | Professional Iq College | Independent Development Solutions | Mas Medical Assurance Society | The Skills Organisation | Dna Financial Planning | Bank | Guardian Trust | National Bank | Westpac

David Peters has the following professional experience:
Aia | Professional Iq College | Independent Development Solutions | Mas Medical Assurance Society | The Skills Organisation | Dna Financial Planning | Bank | Guardian Trust | National Bank | Westpac