David advises and specialises in professional management of Investment and Superannuation Portfolios, and Asset Allocation.
David joined the industry in 2000 and works closely with clients to manage and build their wealth, by having a complete understanding of each client’s financial position and goals. David is able to develop and manage a specifically tailored strategy for each client.
David holds a Graduate Diploma in Financial Planning and a Bachelor of Business Degree. David was on the Hartleys board for 6 years until the merger with Euroz and has served on numerous committees including the Investment and Compliance Committee. David remains an Executive Director of the merged Euroz Hartleys.