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David Duncan

Associate Director, Asset & Wealth Management

KPMG Australia

David works with clients in the financial advice and wealth management industry to understand and adapt to regulatory change, manage compliance risks, enhance operational efficiency, and develop customer-centric growth strategies to compete and win in a dynamic market.

David leads a team of more than 15 industry specialists in Melbourne. Prior to joining KPMG in 2016, he held a number of roles within industry including most recently as an Investment Specialist with a major investment bank.

A CFA Charterholder, David possesses extensive technical expertise as well as a commitment the highest ethical standards. His clients benefit from a deep understanding of the financial advice value chain and knowledge of the regulatory requirements and expectations.

David is a keen gardener and student of economic and political history, with a particular interest in North America.

Areas of expertise

Customer Revenue Growth Financial Management Financial governance, controls, risk and compliance Investment management regulatory compliance Operational efficiency, strategy Risk Assurance Wealth Asset Management
David Duncan

Education and qualifications

  • Master of Enterprise, Melbourne Business School, 2019

  • Bachelor of Music, University of Adelaide, 2007

  • Diploma of Financial Planning

  • Diploma of Financial Markets

Accreditation

  • CFA Charterholder

Professional involvement

  • Captain, Australian Army Reserve

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