David Ritchie

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BBus(AppEco)

Authorised Representative: 001005917

Senior Investment Adviser

"My initial focus is centered on asset allocation and asset location. I specialise in structural and on-going advice to families, self-managed superannuation trustees and not-for-profit trustees. After-tax returns is one of the major objectives I work on with my clients."

With over 20 years of experience gained at global investment firms such as UBS, Merrill Lynch and Macquarie Wealth Management, David offers clients a private office approach. He believes clients require a team of professionals to achieve their financial goals, with David working closely with the team.

Services and specialities

  • Wealth Management
  • Stockbroking
  • Self Managed Super Funds
  • Superannuation Advice
  • Philanthropic Services

Investment Style

Focusing on after-tax returns and structuring investment strategies to suit the individual client, David uses a tactical asset allocation approach to suit the current economic environment and financial markets. Portfolios are constructed to suit these conditions and the clients' objectives. On-going management and reviews are a necessity to ensure strategies remain appropriate and current.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Applied Economics), Deakin University, 1994
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Sandhurst Private Office Investments Pty Ltd, which has a consultancy arrangement with Wealth Boulevard Pty Ltd, which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me as your adviser by way of percentage of fees.