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David Sallway
BCom
Senior Investment Adviser
I aim to deliver the best outcome for clients, based on their needs using research-based, financial methods. I treat all clients equally, with honesty and transparency.
David commenced his investments career at ABN AMRO in 1999 where he repackaged, arranged and structured credit. In 2005 David became the fixed income analyst generating trading ideas, pricing models and model portfolios for over 400 advisers. In 2010 he joined UBS Wealth management to concentrate on developing his own client portfolio which subsequently followed him as a Founding Partner at Crestone Wealth.
Investment Style
My focus is to create unique tailored portfolios for clients across all asset classes calling on my extensive experience in financial markets and credit. My proprietary financial model forms the foundation for building successful, dynamic portfolios. I am passionate about introducing and educating clients on new investment tools to meet the challenges of constantly evolving markets.
Services and Specialties
Philanthropic Services
Investment Advice
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
SDIA Accreditation Program RG146
Specialist Knowledge Foreign Exchange
Bachelor of Commerce (Finance)
Professional Diploma in Stockbroking
Accredited Derivatives Advisers Level 1
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Generic
Direct International Equities Trading Adviser
Derivatives Level 1
Tax (financial) Adviser
Managed Investments
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
