David Coulter
Director of Finance/CFO at PRAEMIUM LIMITED
Profile
David Coulter is currently the Chief Financial Officer at Praemium Ltd.
He previously worked as a Director at Plan B Group Holdings Ltd.
and DKN Financial Group Ltd.
Coulter was also the Chief Financial Officer at Insignia Financial Ltd.
from 2009 to 2020.
Coulter received an undergraduate degree from the University of Melbourne.
David Coulter active positions
Companies | Position | Start |
---|---|---|
PRAEMIUM LIMITED | Director of Finance/CFO | 2022-03-22 |
Former positions of David Coulter
Companies | Position | End |
---|---|---|
INSIGNIA FINANCIAL LTD. | Director of Finance/CFO | 2020-02-28 |
Plan B Group Holdings Ltd.
Plan B Group Holdings Ltd. Investment ManagersFinance Plan B Group Holdings Ltd. is an integrated wealth management company, which provides portfolio administration and investment management services. Its primary clients include high net worth individuals and families, trustees and companies - with core wealth that needs to be managed. The company operates through the following segments: Group Advisory Services Australia and New Zealand. The Group Advisory Services Australia segment provides integrated wealth management services, including financial planning advice, portfolio monitoring services, wealth protection, and estate planning and debt broking to company clients delivered both through its salaried advisor force and through its controlled dealer networks in Australia. The New Zealand segment provides wealth management services in New Zealand undertaken by salaried advisors and through PFS Affinity partners. Its origins back to 1986 with the creation of financial advisory business by Bryan Richard Strangman Taylor and Craig Anthony Lubich. Plan B Group Holdings was founded on April 17, 2007 and is headquartered in Perth, Australia. | Director/Board Member | - |
DKN Financial Group Ltd.
DKN Financial Group Ltd. Investment ManagersFinance DKN Financial Group Ltd. provides financial services and solutions. The company was founded on July 28, 1986 and is headquartered in Melbourne, Australia. | Director/Board Member | - |
Training of David Coulter
University of Melbourne | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
PRAEMIUM LIMITED | Technology Services |
INSIGNIA FINANCIAL LTD. | Finance |
Private companies | 2 |
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Plan B Group Holdings Ltd.
Plan B Group Holdings Ltd. Investment ManagersFinance Plan B Group Holdings Ltd. is an integrated wealth management company, which provides portfolio administration and investment management services. Its primary clients include high net worth individuals and families, trustees and companies - with core wealth that needs to be managed. The company operates through the following segments: Group Advisory Services Australia and New Zealand. The Group Advisory Services Australia segment provides integrated wealth management services, including financial planning advice, portfolio monitoring services, wealth protection, and estate planning and debt broking to company clients delivered both through its salaried advisor force and through its controlled dealer networks in Australia. The New Zealand segment provides wealth management services in New Zealand undertaken by salaried advisors and through PFS Affinity partners. Its origins back to 1986 with the creation of financial advisory business by Bryan Richard Strangman Taylor and Craig Anthony Lubich. Plan B Group Holdings was founded on April 17, 2007 and is headquartered in Perth, Australia. | Finance |
DKN Financial Group Ltd.
DKN Financial Group Ltd. Investment ManagersFinance DKN Financial Group Ltd. provides financial services and solutions. The company was founded on July 28, 1986 and is headquartered in Melbourne, Australia. | Finance |
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