David specialises in advice, management and portfolio construction for private individuals, family groups and boutique institutions. With extensive experience in the financial markets industry, he assists in mitigating multiple risks, identifying opportunities, and forging a clear path ahead.
Clients appreciate David’s commitment to understanding their personal circumstances, challenges and aspirations, and exploring multiple options to deliver an ideal outcome. His approach is based on forging mutual respect by being approachable for both clients and colleagues, and generous with his time.
David’s professional background spans a range of roles in both industry and professional services. Prior to joining Pitcher Partners he worked at Ord Minnett and the National Australia Bank before joining JBWere for 17 years, where he spent a decade as a Director of Financial Intermediaries. This breadth of experience gives greater depth to the advice and support David offers individuals, family groups and boutique institutions today. His talents have been recognised as industry leading, as he has been named in the Barron’s Top 100 Australian Financial Advisers list for the last three years running, including 2022 (#42), 2023 (#16) and 2024 (#14).
Drawn to providing personalised and practical advice for clients. David joined Pitcher Partners in 2018 and became a Partner of the Melbourne firm in 2020.
Memberships and qualifications
- Bachelor of Business, Banking and Finance (Victoria University)
- Graduate Diploma in Applied Finance and Investment (Finsia)
- Graduate Diploma in Financial Planning (Finsia)
- FASEA Financial Adviser Exam Standard Certification (FASEA)
- Ethics and Professionalism in Financial Advice (Kaplan)
- Financial Advice Association Member (FAAA)
- Foreign Exchange Accredited (SAFAA)
- Tax (Financial) Adviser (TPB)
- Certificate Applied Responsible Investment (PRI Academy)
- Certified Responsible Investment – Financial Adviser (RIAA)
- Member of Responsible Investment Association Australasia (RIAA)
