In a long and happy career, David has been able to do the work that he loves, which is helping businesses, business owners, and people to realise more of their potential. In the process of doing this, he learns new things all the time, and incorporates this continuous learning into his work. He’s also happy at home too, with a great family, and an active and fulfilling life.
David has over 30 years experience in many facets of the financial services industry, including product, distribution, training, and operations. He was the General Manager – Operations in licensee businesses, which included major transformation work as the market evolved. Since 2015, David has run his own consultancy. He helps people and businesses to get clear on their goals, set priorities and actions, and facilitate their progress and accountability.
Away from work, David enjoys live music, walking, and travel, and follows the Penrith Panthers and the Western Bulldogs passionately. He is a football (soccer) referee and has been involved in football club administration.
Professional Experience
- Sales, Leadership and Business Coach
- COO and interim COO roles
- Remediation projects
- Operational transformation
- Industry Expert Coaching
- Master of Ceremonies for multi-day Conferences
Education and Certification
David has a Bachelor of Business Studies (Monash) majoring in Management. He is a Certified NLP Business Practitioner, a Certified StratPro Facilitator, and a Licensed Expert Coach with Harbour Future Leaders and Expertship.
Skills and Expertise
- Business transformation
- Strategic Change Delivery
- Interpersonal Skills
- Deep business experience in financial services industry
- Change Management
- Succession Planning
- Value Creation
Projects and Achievements
David has been involved in a wide range of projects during his career – these include Business Acquisition Integration, Australian Financial Services Licensee mergers, ASIC remediation projects, navigation of a financial services business’ operations through the Global Financial Crisis, business operational transformations and senior staff development.
Online Content
Are barnacles making your business a ship of fools?