"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
- Self Managed Super Funds
- Superannuation Advice
- Philanthropic Services
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
- Bachelor of Business (Applied Economics), Deakin University, 1994
- Ethics and Professional Relationships, QUT, 2020
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
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.
- Derivatives Level 1
- Financial Planning
- Managed Investments
- Margin Lending