- Bachelor of Business (Acct / Fin)
- CTA (Certified Turnaround Analyst)
- Associate Member of CPA Australia
David is Technical Assessing’s newly appointed Managing Director.
David spent the early part of his career in financial services, commencing with Bank of America’s Treasury division, where he developed a keen interest in risk management. In 1997, he co-founded a funds management business as a Commodity Trading Advisor (a specialist fund which required registration with the Sydney Futures Exchange and ASIC (Australian Securities & Investment Commission) in Australia and the CFTC (Commodity Futures Trading Commission) and the NFA (National Futures Association in the USA). David was also the Key Person for the fund’s Australian Financial Services License.
David sold his interest in the fund’s management business and was head-hunted to the Sydney Futures Exchange (SFE) in early 2003 with responsibility for managing the Exchange’s equity derivative products, overseeing approx. 20% growth in trading volumes p.a. during his tenure. This was due to David’s ability to liaise with key stakeholders, seeking out and removing ‘blockages’ to volume growth. When the SFE merged with the Australian Securities Exchange (ASX), David assumed responsibility for equity derivative products for both exchanges.
In early 2009, during the fall-out of the GFC, eager to expand his management experience and spearhead recovery and profit improvement initiatives in businesses, David joined Deloitte’s Restructuring Services division, where he undertook in 2009 / 10 the Insolvency Education Program; a post-graduate law qualification run in conjunction between ARITA (Australian Restructuring Insolvency and Turnaround Association) and QUT (Queensland University of Technology).
To further fine tune his management skills, in 2013/14 David attended the Turnaround Management Association’s, post-graduate executive programme at UTS (University of Technology Sydney), covering Strategic Leadership for Turnaround, Law for Turnaround and Accounting for Turnaround. David was dux of his cohort with peers drawn from the Legal, Accounting and Private Equity professions. Coupled with this knowledge and experience, David, along with the National Leader of Turnaround, co-developed Deloitte’s Turnaround and Recovery workshop for CEO’s and business owners.
Following Deloitte, David joined a specialist advisory firm as the NSW Partner for Succession Plus, which focused on assisting SME (Small Medium Enterprises) owners to develop strategic succession plans. During this time David worked with the owners of Technical Assessing to help create a sustainable future for the business. As an advisor to the business, David was excited by the opportunity to be more involved as its Managing Director and to spearhead the company’s next ‘chapter’ of forging a successful future for TA’s key stakeholders; its employees, clients and shareholders.
David looks forward to continuing to build on the solid reputation that TA has built over the last 30 plus years as a specialist loss adjusting firm and is keen to reaffirm TA’s commitment to quality, service and technical proficiency.
David holds a Bachelor of Business (Acct / Fin) from UTS and is a CTA (Certified Turnaround Analyst) and Associate Member of CPA Australia.