Praemium
David Cohen is a seasoned professional in business development and financial services, currently serving as a Business Development Manager at Praemium since January 2023. Prior to this role, David held similar positions at MLC Life Insurance from March 2019 to January 2023 and at TAL Australia as a Sales Development Specialist from February 2018 to March 2019. David’s earlier experience includes various roles at Commonwealth Bank between March 2014 and February 2018, including Financial Planner, Servicing Planner, and Paraplanner. Additionally, David worked as a Customer Relations Consultant at BT Financial Group from November 2011 to March 2014 and as an Assistant Client Manager at WPS Financial Group Ltd from May 2011 to November 2011. David Cohen holds a Bachelor of Commerce in Finance from Griffith University, as well as a Diploma and Advanced Diploma of Financial Services in Financial Planning from Kaplan Professional.
This person is not in any offices
Praemium
Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023. Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience. For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.