David is a partner in the Toowoomba Practice (which has operated for over 30 years) and a Director of Byron Capital Pty Ltd. David holds a Bachelor of Commerce Degree from the University of Queensland. He also holds a Graduate Diploma of Applied Finance and Investment and an Advanced Diploma of Financial Planning.
Before joining Byron Capital David was a Private Client Adviser with Ord Minnett. While working as a stockbroker David was an Accredited Derivatives Adviser (Level 1 & 2) and was an ASX licensed Designated Trading Representative.
David has over 18 years’ experience in finance and specialises in portfolio construction and management.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Gold
- First year providing advice 2005
- Years of experience 20
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Byron Capital Pty Ltd
Level 3, 516 Ruthven StreetToowoomba, QLD 4350
![Byron Capital Pty Ltd logo](https://resources.adviserratings.com.au/practices/byron-capital-private-investors-18001442.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Byron Capital Pty Ltd
AFSL 289407
![Byron Capital Pty Ltd logo](https://resources.adviserratings.com.au/licensees/byron-capital-pty-ltd-289407.png)