David is passionate about providing a holistic advisory approach for clients encompassing financial advice, wealth management and investment planning, aligned with helping clients achieve their goals.
David has over 15 years of experience in the financial services field, within private banking, commercial and corporate banking, relationship management and financial advising.
Originally from Hawkes Bay, David now lives with his partner Angela in Christchurch with their dogs, Josie and Jethro. An avid skier, in winter often David finds himself up a mountain on weekends, whilst in summer he can be found on a mountain bike in the Port Hills.
David is an Authorised Financial Adviser regulated by the Financial Markets Authority and a Practitioner Member of Financial Advice New Zealand