Tuesday, 9 January, 2001 - 21:00
Epic startup gains $130m boost
MONTAGU Stockbrokers and former AMP State manager David Newman have amassed more than $130 million to kick start their new boutique financial services company Epic Asset Management.
David Newman has over 30 years of experience as an executive in financial services, with a successful track record in managing and guiding organisations through major and challenging transformations. He is the executive director and head of business solutions for Sentry Group, a national and respected non-aligned financial planning licensee with over 240 authorised representatives. Mr Newman holds a Diploma in Financial Planning and has undertaken Advanced and Executive Management Programs at the Melbourne Business School. He is a Fellow of the Australian Institute of Management and a fellow of The Institute of Company Directors.
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MONTAGU Stockbrokers and former AMP State manager David Newman have amassed more than $130 million to kick start their new boutique financial services company Epic Asset Management.
MAJOR structural changes are planned this week at South Perth-based financial services company Epic Asset Management, with cornerstone shareholder, stockbroking firm Montagu Pty Ltd looking to sell at least part of its stake.
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With the financial planning sector going through a historic shake-up, Business News looks at how four Perth groups are positioning themselves.
Perth-based financial services group Sentry has merged with ASX-listed WT Financial Group.
Position | Company | Year | Company's current rank | WA staff |
---|---|---|---|---|
Managing Director
|
2020 |
Position | Company | Year | Company's current rank |
---|---|---|---|
Non-Executive Director
|
2016 - 2017 | 63 |