David joined SGH as part of the merger with DMP Asset Management in 2019. David commenced at DMP as a Not-for-Profit Specialist in 2004. David is involved in the implementation of portfolio management and reporting platforms for clients. David has overseen the preparation of DMP’s annual financial statements and has been a Responsible Manager of the company’s Australian Financial Services Licence since it was granted in 2011. From 1995 to 2003, David was Manager – Client Liaison (Charitable Foundations) at Warakirri Asset Management. During this time, David was actively involved in the process which led to qualifying charitable organisations being granted access to franking rebates. David’s other experience includes collaboration with religious, charitable and philanthropic foundations in the context of investment strategy formulation, implementation, management and reporting.
Qualifications
BBus (Accountancy), CA – Institute of Chartered Accountants in Australia
