Bachelor of Business (Banking & Finance) and CIMA (Certified Investment Management Analyst)
David has over 20 years industry experience serving the financial planning community. He joined Montgomery in February 2016 to manage the firms growing relationships with financial planners and research accounts in Victoria, Tasmania, South Australia and Western Australia.
Prior to Montgomery, David was the head of Retail Distribution for Antares Equities and previously the National Sales Manager at BlackRock Investment Management. He was also NSW State Manager at HSBC and Business Development Manager at IOOF.
For financial planning, dealer group and platform enquiries, contact David on 0455 086 484, or by email.