David advises some of Sydney's most successful business people and wealthy families on their wealth management needs.
David Clark is a highly experienced wealth adviser, helping some of Australia’s most successful businesspeople and families achieve their financial goals. With expertise spanning Investment Management, Structuring, Asset Protection, Succession, and Estate Planning, David provides tailored strategies to preserve and grow wealth across generations.
With over 22 years of experience in financial advice, David holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and is a Certified Financial Planner (CFP). He has been recognised as a four-time Barron’s Top 100 Adviser and twice as a finalist for the Association of Financial Advisers’ “Adviser of the Year Award.” David has also completed an Executive Education program at Stanford Business School, reflecting his commitment to ongoing professional development.
He is the creator and host of Inside the Rope, a leading podcast on wealth management ranked in the top 1% globally. The podcast features in-depth conversations with industry experts, offering insights to help listeners better understand wealth creation and management strategies.
Beyond his advisory work, David contributes to several leadership roles. He is a board member of Graphite Energy, an innovative company in the energy transition space. He also plays an active role in the St Joseph’s College Foundation, chairing the Indigenous Bursary Program and serving on the Investment Committee, reflecting his dedication to making a positive impact in the community.