Dave is a CERTIFIED FINANCIAL PLANNER™ and business owner, based in Canberra but spend plenty of time back in Sydney. He specialises in working with professionals and small business owners who are highly motivated to achieve their own definition of success. Dave has been an adviser for the past 16 years with previous experience across investment analysis and accounting.
In past years, Dave has been awarded a Financial Planning Association Best Practice Award and a dealer group Adviser of the Year award. He appeared in The Investment Series on Channel 9 in 2016, a show aimed at helping Australians get a better understanding of their financial future.
Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. Environmental, societal and governance factors have become a key consideration in portfolio construction. He strives to build a Portfolio of Purpose for those clients who also feel it is important to them.
Out of the office, you are most likely to find Dave on his road bike or mountain biking on Australia's best trails in Canberra. His ideal holiday is with the family at the snow (Australia or overseas - doesn't matter!).
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