David Nguyen

David Nguyen has a solid work experience spanning over several companies and roles. Their most recent position was as a Senior Financial Planning Director at Investec Wealth & Investment UK, starting in October 2022. Prior to that, they worked at Barclays Wealth Management as a Wealth Planner, Vice President from September 2019 to October 2022. David also served as a Private Banking Advice Manager at Lloyds Bank Private Banking from July 2017 to August 2019. David gained significant experience at HSBC Retail Banking and Wealth Management, where they held the positions of Premier Client Manager - Chartered Wealth Adviser from March 2016 to June 2017 and Premier Relationship Manager from February 2014 to February 2016. Before that, David worked at Cavendish Medical as a Financial Planner from November 2011 to December 2013, and at Radcliffe & Newlands as an Independent Financial Adviser from December 2009 to November 2011. David started their career at Aviva UK, where they held various positions, including Regional Development Manager from August 2007 to October 2009 and Business Development Manager from April 2004 to July 2007. Prior to that, they worked as an Associate Adviser at Centric Wealth from December 2000 to April 2004 and as a Client Relationship Manager at ING from May 1999 to December 2000.

David Nguyen has a Bachelor's degree in Business/Commerce from RMIT University. David also has a Chartered Wealth Manager degree from The Chartered Institute for Securities & Investment (The CISI). Additionally, they hold a Certified Financial Planner (CFP) degree from the Institute Financial Planning and a Certificate Financial Planning degree from the Chartered Insurance Institute. David has obtained additional certifications such as Chartered Fellow from the Chartered Institute for Securities & Investment and Certified Financial Planner from the Institute of Financial Planning.