David is a respected executive-level financial adviser specialising in wealth creation for high net-worth individuals and families. He is forward thinking in his approach and a trusted adviser to his clients. His individually tailored wealth-creation solutions are driven by a genuine desire to see his clients achieve their financial goals. His "big picture" perspective steers the advice he gives to his clients, who in turn, trust his judgment and benefit from his decisiveness.
David has worked his way up through the ranks and is currently employed at a top tier Melbourne based Wealth Management firm. His experience spans roles at Ord Minnett, Credit Suisse First Boston and Colonial Stockbroking. His grass-roots experience has given him a broad view of the industry, excellent technical skills and a comprehensive understanding of the investment universe in which he inhabits. He specialises in asset allocation, management of asset classes and inter-generational wealth management.
David is ethical, open and passionate about his work. He takes his commitments to his clients very seriously and is driven by continuous improvement.
Direct, honest and intelligent, David provides highly sought after services. His "no nonsense" approach is highly valued in an industry that can be complex and stress-inducing. He removes the stress factor for his clients by providing tailored, robust and technically sound wealth-creation solutions. He has a clear goal to invest efficiently and intelligently for the ultimate benefit of his client.
For an initial discussion about how David may be able to assist you please contact David via email@example.com or 0417 575 670.