![David Templeton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. David Templeton is an Authorised Financial Adviser at JBWere NZ Pty Ltd. He has been an Investment Advisor with JBWere since 1986 when he joined its founding firm to establish the Christchurch office.
In 1995, he moved to Wellington.
In addition to managing the Wellington office, he specialises in the area of Private Wealth Management where he advises a wide range of long standing private individuals & family groups, family and charitable trusts, as well as smaller institutional clients.
Between 1991-1994, he was the Investment Manager at Perpetual Trust.
Mr. Templeton Foundation is a Member of the NZX and a NZX Advisor.
Tidigare kända positioner av David Templeton
| Företag | Position | Slut |
|---|---|---|
JBWere NZ Pty Ltd.
 JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ aims to preserve and enhance their clients’ wealth over the long term. | Portföljförvaltare-Aktier | 2020-12-01 |
JBWere NZ Pty Ltd.
JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ aims to preserve and enhance their clients’ wealth over the long term. | Portföljförvaltare-Aktier | 1991-01-01 |
Erfarenheter
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Relationer
25
Första gradens relationer
1
Företag kopplade till första graden
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Kopplade företag
| Privata företag | 1 |
|---|---|
JBWere NZ Pty Ltd.
JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ aims to preserve and enhance their clients’ wealth over the long term. | Finance |
