Head of Licensing
David is a founding partner and Principal of First Financial. He began his career in 2004 with Flinders Trustees as a Fund Administrator, later moving into paraplanning with a leading Hillross practice in 2005.
David joined the WHK/Crowe Horwath Group (now First Financial) in 2008 as an Associate Adviser and rose steadily through the ranks to become Principal in 2014. With over two decades of experience, David has become a key figure in the business, known for his sharp strategic thinking and ability to lead high-performing advisory teams.
He’s mentored advisers at all levels and continues to foster trusted partnerships across legal, accounting, and mortgage brokering networks. David is passionate about delivering exceptional client outcomes and is a strong advocate for professional education, compliance, and innovation across the advice industry.
In July 2022, David was appointed Head of Licensing at Akambo, supporting a growing national network of financial planning practices. Away from work, David enjoys time with his family, supporting his kids’ sporting passions, catching a footy game, and relaxing on the Mornington Peninsula.
David’s qualifications include:
Bachelor of Commerce – Information Techology, eCommerce and Management
Graduate Diploma of Financial Services – Financial Planning
SMSF Specialist Course
Certified Financial Planner ®
Case Studies
Akambo supports financial advisers, advice firms, and accountants across Australia in building and growing their wealth management arm. We ensure compliance, high-performance SMAs, and licensing pathways. Our clients grow their business with complete autonomy. Read what they have to say about Akambo.
David - Partner Firm 1
Sam - Partner Firm 2
The partnership with Akambo has empowered Sam and his team to focus on growing their wealth division.
Anthony - Partner Firm 3
The strategic support from Akambo has created a blueprint for sustainable growth for this firm’s financial planning division.
Mark - Partner Firm 4
The results have been impressive. Since joining Akambo, this firm has grown its wealth client base from fewer than 10 clients to over 100 active groups, with more than AUD 150 million in funds under management.
David - Partner Firm 5
David has been an early adopter of Akambo’s services and continues to enjoy a longstanding relationship built on trust, responsiveness, and shared values.
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Customisation and
Responsiveness
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
Consistent performance and an experienced investment team with over 260 years of combined experience.