David is a partner in the Toowoomba Practice, in operation for over 30 years, and is a Director of Byron Capital Pty Ltd.
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 an ASX licensed Designated Trading Representative. David has over 18 years’ experience in finance and specialises in portfolio construction and management.
David's Client Service is managed by Jordan Meates. David’s Academic and professional qualifications are:
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