David Lee

Activist
DISC Type : Cd

Head Of Tax at Penske Australia & New Zealand

Australia

Overview

David is a senior finance executive and the Head of Tax at Penske Australia & New Zealand, with over two decades of leadership in multinational corporations. Described as having a committed, hands-on approach, he holds an MBA from Deakin University and specializes in strategy, corporate finance, and governance across diverse sectors.

Outside of his corporate roles, David shows a keen interest in social issues and current affairs. He is a vocal supporter of social justice for Australias first peoples and expresses solidarity with global communities during challenging times, demonstrating an awareness of and compassion for cultural and geopolitical events.

He founded his own successful financial advisory firm, LeedCo Financial Group, showcasing his entrepreneurial drive.

Personality Overview

Logical And Quick

Value Conscious

Meticulous

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Financial Transformation
His experience includes leading M&A transactions, entity simplification, and large-scale digital transformation initiatives within complex multinational environments.
Corporate Governance
He has extensive experience managing tax, treasury, and risk, with a focus on ensuring compliance integrity and embedding robust governance frameworks.
Social Justice
Publicly supported the "YES" vote to advocate for justice and constitutional recognition for the First Australians.

Media Appearances

David has no verified media appearances

Work History

12-2018
Head Of Tax at Penske Australia & New Zealand
9-2018
Principal Owner at LeedCo Financial Group
8-2013 - 9-2018
Sr Corporate Controller at Electrolux Home Products Pty Ltd Australia
1-2012 - 8-2013
Head of Tax, Treasury, Risk & Country Holding Officer (CHO) AU/NZ at Electrolux Home Products Pty Ltd Australia
7-2003 - 1-2012
Manager - Tax & Treasury at Electrolux Home Products Pty Ltd Australia

Education

2013 - 2013
CFO advance from The University of Chicago Booth School of Business
2007 - 2009
MBA from Deakin University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Australia Job Level : Mid-senior Designation : Head Of Tax at Penske Australia & New Zealand
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from David

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are neither the fastest decision makers nor the slowest.
  • Can David take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And David

Personality Compatibility


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