As an Associate Adviser working alongside Matthew Donat, David assists in advising high net worth individuals, families and non-profits.
David is particularly passionate about helping clients achieve their goals and objectives, using his broad knowledge of accounting, taxation & investments.
Prior to joining Koda, David worked alongside Matthew Donat at a multifamily office where they delivered tailored financial solutions to high net worth family groups. Most recently David worked at Bell Potter, helping facilitate corporate actions for clients with collective funds under management of over $3 billion.
David has completed a Bachelor of Business (Accounting) at RMIT University as well as a Graduate Diploma in Financial Planning at Kaplan. Outside of work, David is a keen cycling enthusiast.