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David Clark

Financial Adviser

|

Certified

David Clark

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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David advises some of Sydney's most successful business people and wealthy families on their wealth management needs. By utilising extensively researched strategies, David contributes value to his clients’ financial situations in the areas of Investment Management, Structuring, Asset Protection and Estate Planning. David has over sixteen years of experience providing financial advice and holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and is a Certified Financial Planner CFP. David has twice been awarded as a finalist in the Association of Financial Advisers “Adviser of the Year Award”, and has completed an Executive Education course at Stanford Business School.

Address

Level 9, 20 Bond Street, Sydney, NSW, AU, 2000

Phone

Mobile

Email

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Organisation

  • Koda Capital

Company number

Services offered

Certified products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.