As the managing director of Advocate Private Wealth, David is a thought leader in financial services and his business was proud to be awarded the â€˜Advice Firm of the Year' in 2013 across Australia. David has an unwavering passion for innovation and assists the leaders and future leaders of business to become organised in relation to their personal finances.Advocate Private Wealth is proud to look after high net worth clients across Perth and assist them with capital stewardship, risk management, and venture wealth assessment. David has extensive experience working with individuals, private families, business owners, trustees and charitable organisations.As the 2013 Apogee Advice firm of the year across Australia, Advocate's vision is to continue to hold their position as a thought leader in the financial services industry by continually innovating and thinking differently. David looks forward to the launch of their online diagnostic and education tools to be used across Australia and throughout South East Asia towards the end of 2014.David was invited by Microsoft to showcase market leading technology at the AsiaRise conference to prominent banking and financial services executives throughout Asia and has consulted with key executives within CBA (Sydney), Bankwest (Perth), NAB (Melbourne), CitiGroup (Singapore), and OCBC (Singapore).From 2009 to 2010, David was a Director of Incito Group Ltd. Incito's majority acquisition in a number of financial services companies saw the company grow to $235M Funds under Management in an 8 month period before its consolidation into an ASX listed entity in late 2010.Through their partnership with The Australian Institute of Management (WA), Advocate Private Wealth were proud to recently release their white paper: The Consequences of Personal Financial Organisation. David and the Advocate team have provided tremendous insights towards how well organised business leaders are in relation to their personal finances, and also what role organisations can provide in offering support to their key employees.
Not institutionally aligned