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David is the Business Development Manager and a key member of the Intermediary Services team. He focuses on developing relationships with current clients to ensure they are receiving the very best direct equity services available in the Australian market. David is also responsible for developing new relationships with planning groups seeking direct equity advice and execution.
David has worked in financial services, and in particular the advice industry for 14 years and has extensive experience as a Client Adviser and in servicing the needs of advisory groups. Prior to joining Ord Minnett, David has worked at Perpetual as a Private Client Adviser, as a Technical Analyst at Sealcorp (ASGARD) and at Westpac Financial Services in both technical and advisory capacities.
David holds a B.Ec (U.N.E.).