David is a Private Client Adviser in Shadforth Financial Group’s Melbourne office, a position he has held since 2005.
David’s qualifications include a Masters Degree in Financial Planning from RMIT University and a Bachelor of Science from The University of Melbourne. David also holds a Diploma in Financial Services (Financial Planning). David was awarded the winner of the ifa Excellence Awards for Best Client Service 2014.
David has been involved in the provision of financial advice with Shadforth Financial Group since 2004; initially at Heraud Harrison, one of the founding firms that later merged to create the Shadforth Financial Group in 2008.
David is passionate about helping others achieve their personal financial goals. Whilst David has an extensive knowledge across the broad scope of financial planning, David specialises in cross border strategies for expatriates, particularly those migrating from the United Kingdom to Australia.
As David joined this profession to help others, he is dedicated to developing and maintaining long term relationships with his clients and is firmly committed to improving the quality of strategic advice in his chosen profession.