David has over 20 years of banking and financial markets experience, and, as an Authorised Financial Adviser and NZX Adviser, has specialised in providing clients financial advice and investment planning services. He enjoys getting to know his clients and finding out what’s important to them about their money.
David joined Hobson Wealth Partners in 2018 after 14 years with ASB Bank, most recently as a Senior Wealth Manager, and before that as a share broker. He left the bank and spent 4 years in Sydney providing financial planning services there, before returning to NZ and relocating to Tauranga for the lifestyle.
He has a range of qualifications relating to investment markets and financial planning, including a Graduate Diploma in Business Studies, and a Diploma in Financial Planning. He is currently studying for a Master of Commerce.
When not working, you are likely to David coaching his son’s cricket, maintaining his lawns, playing golf, fishing for trout, or spending time with family.