David is a Director and Principal with Shadforth Financial Group, and is one of Australia's more prominent and experienced advisers. David is a Certified Financial Planner™ practitioner and an immediate past director of the Financial Planning Association of Australia (FPA). He was the sixth adviser in Australia to be awarded a Fellow of the FPA, and served on the FPA Disciplinary Committee for seven years, the FPA Professional Standards and Ethics Committee since 2004 (now Professionalism Committee), and was a National Judge at the FPA’s inaugural Value of Advice Awards in 2006.
David is a founding trustee of the Future2 Foundation (www.future2foundation.org.au) supporting young Australians whose lives are disadvantaged by poverty, homelessness or drug dependence), and lectured at the Securities Institute of Australia (now FINSIA) for six years. He remains the only adviser in Australia to be awarded the two prominent awards - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).
David has worked in the financial planning industry for over 21 years, has written a number of white papers, and is a sought after presenter at national and international conventions, including the UK Institute of Financial Planning Conference in 2006, has given numerous media interviews including ABC Lateline and Inside Business, and participated in a regular weekly radio segment on 3AW throughout 2008 & 2009.
David holds or has held numerous external board or advisory board positions including being a director of the BRW Fastest Growing Private Company in 2000. He works with a diverse client base, including the most senior executives of listed companies, SME business owners and individuals and families listed in BRW's top 200 richest Australian families.
David is a patient and sensitive listener, who helps clients articulate and identify their needs and objectives, taking time to educate and inform them. Equally, his depth of industry experience ensures clients’ comprehensive understanding of all the issues involved. His commitment to positive outcomes and vast practical knowledge are valued by both individuals and corporates.