David is a partner in the Toowoomba Practice (which has operated for over 30 years) and a Director of Byron Capital Pty Ltd. David holds a Bachelor of Commerce Degree from the University of Queensland. He also holds a Graduate Diploma of Applied Finance and Investment and an Advanced Diploma of Financial Planning.
David is a Certified Financial Planner®. To be admitted as a CFP® professional, David was required to undertake an advanced education program, as well as meet requirements around ethics, examination and experience.
Before joining Byron Capital David was a Private Client Adviser with Ord Minnett. While working as a stockbroker David was an Accredited Derivatives Adviser (Level 1 & 2) and was an ASX licensed Designated Trading Representative.
David has over 18 years’ experience in finance and specialises in portfolio construction and management.
His Academic and Professional Qualifications are:
- CERTIFIED FINANCIAL PLANNER ® professional;
- Bachelor of Commerce (B Com) University of Queensland;
- Graduate Diploma of Applied Finance and Investment;
- Advanced Diploma of Financial Planning;
- Byron Capital Authorised Representative No. 335579
David's Client Service is managed by Angela Love.