David Harvie
B.Econ, Diploma in Financial Planning

Financial Adviser David has been involved in financial services for 15 years. In this time, he has developed deep knowledge of a broad range of investment methodologies for clients of all kinds – from institutions to private investors. David’s true passion, however, is making a real difference in the lives of his clients. He has developed a particular set of skills around assisting High Net Worth Individuals and Families to create and protect their wealth. This includes outstanding communication skills – David has a unique ability to build strong relationships and is an accomplished public speaker and media spokesperson. His client focus is on providing the cornerstone of deep strategic thinking that is required to fulfil people’s hopes, goals and dreams. He accomplishes this by building a vision that inspires and motivates his clients and provides the appropriate balance of opportunity and protection. David is a self-confessed “sports nut” and is a people person with a strong sense of community. He has held a number of prominent positions at a District level within Rotary, is a Past President of the Rotary Club of Crows Nest, and holds a position on the New Membership Committee of the American Chamber of Commerce.