David brings his depth of 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, he has advised clients through the ups and downs of many investment cycles.
He 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 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 the firm's other divisions, David provides clients with a holistic wealth creation and preservation service.
- Self Managed Superannuation
- Health professionals
- Self funded retired
- Not for profit organisations
Memberships & Qualifications
- ASX Accredited Derivatives Adviser (ADA Levels 1 & 2)
- Bachelor of Business and Accountancy (QUT)
- Fellow of Financial Services Institute of Australia (FINSIA)
- Graduate Diploma of Applied Finance and Investment
- Member of CPA Australia (CPA)
- Member of Pitcher Partners Wealth Management Investment Committee
- Representative of Pitcher Partners Wealth Management (RG146 qualified)
- Member of Australian Institute of Company Directors (AICD)
- Graduate Diploma of Financial Planning
- Master of Applied Finance
- Non-Executive Director of Australian Association of Graduate Employers (AAGE)
10th January 2017
The global stock markets finished 2016 with a positive bang and have carried
the momentum into 2017 so far. This is quite a contrast to last Ja...
19th December 2016
Next financial year, however, the budget deficit is forecast to blow out to
$28.7 billion compared to the previous forecast of $26.1 billion. In...
19th December 2016
This month’s Monetary Policy Decision Statement by RBA Governor Philip Lowe
provides an excellent summary of the current state of Australia’s ...
21st November 2016
Underlying the index movement, however, were some notable movements of
individual companies as the market continued to react to the tone of compan...
31st October 2016
The Reserve Bank of Australia meets tomorrow, just before the horses jump.
While the tipsters are anticipating that rates will be left unchanged...
24th October 2016
This year, there are a number of significant events that could well add to
the volatility and uncertainty of global markets.
We are less than t...
22nd September 2016
The Fed Statement noted that economic activity has picked up from the modest
pace seen in first half of the year, and said that “near-term risks...
12th September 2016
The severity of the sell-off in the US market came swiftly, and was somewhat
of a shock to the market participants, whom had become somewhat lulle...
8th September 2016
Australia’s GDP release today has shown that the economy grew by 0.5% in
the second quarter, taking the annual growth rate to a four-year high o...
24th August 2016
In fact, throughout the month of August is actually one of the most frenetic
times in the markets, with the majority of listed companies (those wi...
8th August 2016
The days and weeks before the RBA Meeting in which rates were cut 0.25% were
positive for our market, reflecting the expectation that rates would ...
3rd August 2016
While the move may be positive for asset prices in the short term, the key
question is will the move do enough to achieve the aims of the RBA (and...
26th July 2016
Global bond yields continue to decline, as the outlook for global growth has
become more uncertain since the Brexit decision. German Bonds are now...
16th June 2016
The referendum, which occurs on 23 June, is gaining interest from around the
world, with a recent poll of US investors suggesting they are more co...
6th June 2016
.... Interest Rates
Central Banks and interest rates will continue to be in focus this week,
although it is likely that the discussion will be mo...
31st May 2016
Wages and salaries were positive, and above market expectations. Wages grew
by 0.6% in the first quarter, with above average growth coming from ...
23rd May 2016
In Australia, the RBA’s inflation target of 2-3% lead it to cut official
rates to 1.75% on 3 May, as our CPI is trending below 2%. A number of...
17th May 2016
A much stronger week last week, with the ASX200 rising 4.5%. The sectors that
have pulled the index down over recent months lead the market higher...
17th May 2016
The Australian equity market has bounced strongly from the lows in
mid-February (up 12%), including jumping over 8% since 11 April. The recent
14th April 2016
Although the growth outlook for Australia has been cut by 0.4% to 2.5%, our
GDP growth is still one of highest of the advanced nations outside of ...
4th April 2016
Glenn Stevens will announce the decision of the Board’s Monetary Policy
Decision from its meeting in Hobart at 2.30pm tomorrow. With the under...
4th April 2016
Investors were upbeat after GDP figures showed growth in Australia amongst
some of the best growth rates in the developed world, with the only oth...
29th February 2016
As we come to a close of the reporting season, and dividend income is paid to
investors, we believe that the Australian share market represents at...
23rd February 2016
* Australia’s unemployment rate climbed to 6.0% in January as full-time
employment slumped by the most since 2013, reflecting...
12th February 2016
.... News in Review
* The Reserve Bank of Australia (RBA) left the cash rate unchanged at 2%,
with the accompanying statement continuing to in...
Services & Specialisations
The investment advice and wealth management market is a difficult one to negotiate. There ...Discover More
In an increasingly complex and regulated environment, engaging the right professionals to ...Discover More
The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...Discover More
When wealth accumulates in a family and is passed on through one generation to another, th...Discover More
Where you are managing the wealth of you and your family, you might be looking for a meani...Discover More
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The superannuation environment is subject to frequent and ongoing regulatory change which ...Discover More