Experience

One Investment Group, Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2019 - Present



career Break

• 1 - 100 Employee

• Career Break

  • May 2018 - Dec 2018



Evolution Trustees

• Australia
• Financial Services
• 1 - 100 Employee

• Founder and Chief Operating Officer

  • Feb 2016 - May 2018



Perpetual Limited

• Australia
• Financial Services
• 700 & Above Employee

• Acting Head of Responsible Entity Services

  • Apr 2015 - Feb 2016

  Responsible for running Perpetual's independent responsible entity business. The business currently operates in excess of 50 registered management investment schemes with over $10b assets under supervision across a range of asset classes. Focused on expanding our independent responsible entity offering by supporting foreign global asset managers raising capital in Australia; Australian boutique fund managers, listed trust vehicles and stabilising distressed managed funds.David also acts as a key person and responsible manager on a number of Perpetual's AFSLs.

• Senior Manager, Responsible Entity Services

  • Mar 2014 - Apr 2015

  Led a team of three providing responsible entity and trustee services to a range of trusts across a range of industries. During this time David was involved in the successful turnaround of Max Trust, the IPO of National Storage REIT in 2013 and the 2013 restructure of Sydney Airport.



The Trust Company (now part of Perpetual)

• Financial Services
• 1 - 100 Employee

• Senior Manager

  • Apr 2011 - Mar 2014

  Led a team of three providing responsible entity and trustee services to a range of trusts across a range of industries. During this time David was involved in the successful turnaround of Max Trust, the IPO of National Storage REIT in 2013 and the 2013 restructure of Sydney Airport. Led a team of three providing responsible entity and trustee services to a range of trusts across a range of industries. During this time David was involved in the successful turnaround of Max Trust, the IPO of National Storage REIT in 2013 and the 2013 restructure of Sydney Airport.



ASIC

• Australia
• Government Administration
• 700 & Above Employee

• Analyst

  • Jul 2009 - Apr 2011

  Superannuation and Responsible Entity Superannuation and Responsible Entity



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Manager

  • Sep 2006 - Jun 2009

  Provision of buy-side and sell-side due diligence to both corporate and private equity clients. During this time David also spent 5 months working in the KPMG's Washington DC office. Provision of buy-side and sell-side due diligence to both corporate and private equity clients. During this time David also spent 5 months working in the KPMG's Washington DC office.



PwC

• Professional Services
• 700 & Above Employee

• Senior Accountant

  • Jun 2002 - Sep 2006