David is an Associate Partner at Perpetual Private, with over a 11 years’ experience across accounting and financial services. He specialises in working with families and for-purpose organisations to deliver tailored governance and investment advice, which closely aligns with family and organisational values.
David has a deep understanding of the unique needs of not-for-profit organisations, allowing him to assist in the careful development of investment policy and investment management strategies, as well as portfolio construction and execution.
In the face of ever changing economic and market conditions, David looks to guide his clients to balance short term needs with long term sustainability. He has a particular focus on working with clients to develop long-term investment strategies which consider environmental, social and governance objectives, as well as the current market environment.
David’s team manages over A$1.2 billion across not-for-profit clients, family offices and private foundations. This allows David to engage with Boards, executives, and philanthropists from the not-for-profit sector, connecting them with Perpetual’s philanthropic experts and educational resources.
David holds a Bachelor of Commerce (Corp. Fin.) from the University of Adelaide, a Graduate Diploma in Financial Planning, is a Registered Tax (financial) Adviser and is completing his CFA studies.
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