BEc (Accg) GradDipFinPlan CFP®
Dave has been a financial adviser since 2003 and has worked with a wide range of clients, including high-net worth individuals. He believes in investing as a force for good, to create change and address some of the world's biggest problems. Dave helps clients build a "Portfolio of Purpose" that aligns their values with their investments.
Dave is a certified Responsible Investment Adviser by the Responsible Investment Association Australasia (RIAA), and is currently a Director of RIAA. He chairs one of RIAA's two Certification Assessment Panels which is responsible for the approval of certified products under the RI Certification Program and serves as the co-chair of the Ethinvest Approved Product Committee.
Dave is often sought after for his expertise in responsible and ethical investment, and has contributed to articles in publications such as AFR, SMH, Financial Standard, and Money Magazine.
Dave is passionate about the environment and enjoys spending time outdoors on his mountain bike or at the snow with his family. Joining Ethinvest as a Financial Adviser in 2022, Dave is based in our Canberra office.
Dave is supported by Damian Toms (Paraplanner) and Snehaal Sunaina (Client Relationship Manager).