Authorised Financial Adviser
A Chartered Accountant by training, David has been an investment advisor with JBWere since 1986 when he joined its founding firm, Jordan Sandman Smythe. Between 1991-1994 David was the Investment Manager at Perpetual Trust, before re-joining JBWere in 1995. David specialises in Private Wealth Management where he advises a wide range of long-standing private individuals, family groups, family and charitable trusts, as well as smaller institutional clients. David is a qualified Authorised Financial Adviser, a Foundation Member of the NZX and an NZX Advisor. Outside of work, David’s passions include his family, travelling and keeping fit. He completed the New York marathon in 2011.