David will report to Jonas Daly, head of wholesale sales, and provide additional support to high net worth and independent advisory groups, aligned planners and key accounts.
David has more than 20 years of industry experience and was most recently with BetaShares as an account manager. He has also worked in sales and account management roles with global investment firm GMO and Vertex Capital, and started his career at BT Funds Management in Sydney.
Jonas said David’s appointment supports the continuing growth of the business as it builds its quality investment product range and platform availability.
“Bennelong now partners with eight asset management teams, managing 12 funds with almost $8 billion in funds under management.
“David’s appointment ensures we have the team in place to continue working closely with financial advisers and provide them with the resources and support they require to build portfolios,” he said.
