David is a founding partner at Evans and Partners. He initially started his career in 1990 with the National Australia Bank in the Business Banking division before joining the Private Wealth Management division at Goldman Sachs JBWere in 2001 as Senior Investment Adviser.

With more than 30 years of industry experience, David has a thorough understanding of asset allocation and portfolio construction and their relationship to meeting client needs and expectations. At Evans and Partners, David works in a team with Andrew Moir and Marc Huinink.

David has a Diploma of Finance from RMIT University, has an Accredited Derivatives Adviser Level 1 qualification and is also SDIA and RG146 accredited.

David completed the FASEA Financial Adviser Exam in September 2020.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Not-For-Profit Advice