CFP®, BA Economics & Finance, Grad DipFS
Dave has been a financial adviser since 2003, working with a range of clients including high-net worth individuals. Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. He works with clients to build a Portfolio of Purpose that aligns values with money.
Dave is certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. Dave is currently a Director of the Responsible Investment Association Australasia (RIAA), sits on RIAA's Certification Assessment Panel and is co-chair of RIAA's Financial Adviser Forum.
Dave is regularly called on for articles on responsible and ethical investment in publications including AFR, SMH, Financial Standard and Money Magazine.
Dave joined Ethinvest as a Financial Adviser in 2022, and is based in our Canberra office.
Dave is passionate about the environment and enjoys time outdoors on his mountain bike or at the snow with his family.