Associate Director, Asset & Wealth Management
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.
Master of Enterprise, Melbourne Business School, 2019
Bachelor of Music, University of Adelaide, 2007
Diploma of Financial Planning
Diploma of Financial Markets
Captain, Australian Army Reserve