David was recruited by Ord Minnett after more than two years at the Sydney Stock Exchange, where he developed key skills in clearing, risk, and IT management within equity derivative markets.
Now, with over thirty years of experience, he enthusiastically provides advice on asset allocation, superannuation, shares, options, and fixed interest (including wholesale bonds) to a diverse clientele, from individuals to charitable foundations and peak bodies.
David focuses on the development and ongoing management of tailored portfolios, which can include core and trading portfolios (comprising shares, exchange traded funds (ETFs), and other listed vehicles), specialist managed funds, wholesale bonds and other fixed interest instruments, and the strategic use of options to enhance portfolio returns.
David’s approach to asset allocation and investment tempo is driven by the unique requirements of each client, rather than a standardised solution. He is also a member of the Global Association of Risk Professionals (GARP).
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