Credentials: BBS (Hons) Economics & Finance
Working as part of the distribution team, David manages U Ethical’s client service and experience. This involves meeting client needs and expectations throughout one’s investment journey, as well as improving the efficiency of internal client-facing systems and processes; mitigating risk and adding value for both clients and the wider business. David has over twelve years’ experience in financial services, eight of which he worked for fund manager Vanguard. More recently he has worked for IFM Investors and Bennelong, as well as fintech start-up OpenMarkets.
I was drawn to U Ethical as it is a pioneer in ethical investing in Australia and offered me the opportunity to make a positive impact in the investment industry. I look forward to developing our service offering to existing and future clients and continuing to demonstrate that ethical investing does not require sacrificing product choice, investment returns or service.