David provides management oversight of the Queensland offices of Ord Minnett. In addition, he leads the Master Adviser Program which develops the skillsets of Ord Minnett advisers in the provision of advice and business development.
Prior to joining Ord Minnett, David has held management and advisory positions with Pitcher Partners Wealth Management, First Unity, Salomon Smith Barney, BNP Paribas, Prudential-Bache and Henderson Charlton.
David holds a Master of Applied Finance, Graduate Diploma in Financial Planning, Graduate Diploma of Applied Finance and a Bachelor of Business (Accountancy). David is a Fellow of FINSIA, a CPA and a member of AICD.
He is a member of the Investment Committee of QIMR Berghofer Medical Research Institute and the Financial Services and Advice Council of FINSIA.
An experienced financial adviser, David continues to advise clients on the management of their long-term wealth. He provides strategic asset allocation, portfolio construction and security selection advice, while enhancing risk-adjusted returns through the implementation of derivatives strategies over portfolios.
David has been recognised as one of Australia’s best in the prestigious Barron’s Top 100 Australian Financial Advisers list in 2020 and 2021.
His expert insights are often sought by media. David regularly appears on Ausbiz, and LiveWire and is often quoted in the press with commentary in AFR, The Australian, Courier Mail, Sydney Morning Herald, West Australian and AAP. David was a regular commentator on Sky Business and the Money MGMT show.