Dave is a CERTIFIED FINANCIAL PLANNER® professional and has been a financial adviser since 2003. He works with a range of clients and has a strong focus on ethical and sustainable investing. Dave believes investing can be used as a force for good, to create change and address some of the biggest problems the world faces. He works with clients to build a Portfolio of Purpose that aligns values with money.
Dave is certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. Dave is currently a Director of the Responsible Investment Association Australasia (RIAA) and chairs one of RIAA's two product Certification Assessment Panels.