National Financial Wellbeing Manager
Shadforth Group Pty Ltd
As the Head of Direct Sales at Saxo, David is responsible for designing and executing strategies for business growth, with a strong focus on enhancing the customer experience and loyalty for Saxo’s suite of investment offerings, by leading the direct distribution and relationship management teams. David brings over 20 years of experience in financial services, providing strategic wealth management advice and solutions to family offices, business owners and individuals. An advocate for simplifying complex financial strategies and terms, he is committed to having clients feel empowered and confident to make informed financial and investment decisions. David enjoys spending time with his family, contributing to various communities, and challenging himself with various race or charity cycling events to demonstrate leadership, empowerment and achievement.
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