David brings his extensive 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, David has advised clients through the ups and downs of many investment cycles. He has played a pivotal role in providing wealth management services to Pitcher Partners Brisbane, working with the partnership over a number of years to enable delivery of high quality investment management services.
David 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 suit 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 our other divisions, David provides clients with a holistic wealth creation and preservation service.
David sits on a number of boards including Board of Australian Association of Graduate Employers, Investment Committee of QIMR Berghofer Medical Research Association, Pitcher Partners Wealth Management and the Investment Committee of Pitcher Partners Wealth Management.
Qualifications and memberships
- ASX Accredited Derivatives Advisor (ADA Levels 1 and 2)
- Bachelor of Business and Accountancy (Queensland University of Technology)
- Fellow of Financial Services Institute of Australia
- Graduate Diploma of Applied Finance and Investment
- Member of CPA Australia