Personal Information
Entreprise/Lieu de travail
Sydney, Australia Australia
Profession
Director
Secteur d’activité
Finance / Banking / Insurance
À propos
David brings a wealth of knowledge to the financial service sector. With a proven track record in managing investment portfolios for high next worth clients though his financial services business Horizon Investment Solutions (AFSL 405897), David's 'knowledge and know how' have assisted many clients over the last 19 years to maximise their financial circumstances.
In more recent years, David's understanding of what is required to service a large high net worth client base has been used to assist in bringing to market a unique portfolio administration platform; Integrated Portfolio Solutions, which is now available as a while labelled platform solution for other financial service organis...
Documents
(12)Personal Information
Entreprise/Lieu de travail
Sydney, Australia Australia
Profession
Director
Secteur d’activité
Finance / Banking / Insurance
À propos
David brings a wealth of knowledge to the financial service sector. With a proven track record in managing investment portfolios for high next worth clients though his financial services business Horizon Investment Solutions (AFSL 405897), David's 'knowledge and know how' have assisted many clients over the last 19 years to maximise their financial circumstances.
In more recent years, David's understanding of what is required to service a large high net worth client base has been used to assist in bringing to market a unique portfolio administration platform; Integrated Portfolio Solutions, which is now available as a while labelled platform solution for other financial service organis...