David brings his depth of knowledge and understanding of financial markets to provide clients with tailored advice for the management of their investment portfolios. With over two decades of experience, including working for some of the world's leading investment banks, he has advised clients through the ups and downs of many investment cycles.
He has an in-depth knowledge of the Australian share market, including the use of derivatives to enhance portfolio outcomes. With experience extending to international markets and other asset classes, he has an understanding of the interaction between investments in diversified portfolios.
David provides strategic asset allocation and investment advice tailored to each client's specific objectives, risk appetite and requirements. He advises a range of clients including private clients, family groups, superannuation funds, business owners, not-for-profit organisations and institutions. Working closely with the firm's other divisions, David provides clients with a holistic wealth creation and preservation service.
- Aged Care
- Funds management
- Not for profit
Memberships & Qualifications
- ASX Accredited Derivatives Adviser (ADA Levels 1 & 2)
- Bachelor of Business and Accountancy (QUT)
- Fellow of Financial Services Institute of Australia (FINSIA)
- Graduate Diploma of Applied Finance and Investment
- Member of CPA Australia (CPA)
- Member of Pitcher Partners Wealth Management Investment Committee
- Representative of Pitcher Partners Wealth Management (RG146 qualified)
- Member of Australian Institute of Company Directors (AICD)
- Graduate Diploma of Financial Planning
- Master of Applied Finance
- Non-Executive Director of Australian Association of Graduate Employers (AAGE)
10th January 2017
The global stock markets finished 2016 with a positive bang and have carried
the momentum into 2017 so far. This is quite a contrast to last Ja...
19th December 2016
Next financial year, however, the budget deficit is forecast to blow out to
$28.7 billion compared to the previous forecast of $26.1 billion. In...
19th December 2016
This month’s Monetary Policy Decision Statement by RBA Governor Philip Lowe
provides an excellent summary of the current state of Australia’s ...
21st November 2016
Underlying the index movement, however, were some notable movements of
individual companies as the market continued to react to the tone of compan...
31st October 2016
The Reserve Bank of Australia meets tomorrow, just before the horses jump.
While the tipsters are anticipating that rates will be left unchanged...
24th October 2016
This year, there are a number of significant events that could well add to
the volatility and uncertainty of global markets.
We are less than t...
22nd September 2016
The Fed Statement noted that economic activity has picked up from the modest
pace seen in first half of the year, and said that “near-term risks...
12th September 2016
The severity of the sell-off in the US market came swiftly, and was somewhat
of a shock to the market participants, whom had become somewhat lulle...
8th September 2016
Australia’s GDP release today has shown that the economy grew by 0.5% in
the second quarter, taking the annual growth rate to a four-year high o...
24th August 2016
In fact, throughout the month of August is actually one of the most frenetic
times in the markets, with the majority of listed companies (those wi...
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