David joined Evans and Partners in 2007 and has been working in financial markets since 1996. He initially commenced his career as an investment analyst at FW Holst covering a range of industrial companies and then joined JB Were & Son in 2000 in an advisory role.

He has been managing funds on behalf of clients since that time. As an investment adviser, David is responsible for managing portfolios on behalf of families, boutique institutions as well as a number of not-for-profit organisations.

David has a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from FINSIA and holds an Accredited Derivatives Adviser Level 2 qualification. David completed the FASEA Financial Adviser Exam in November 2020.

 

 

Expertise
  • Advisers