David C Smith BA, LLB, DFP, CFP
Principal of Hub Wealth Management
David’s formal qualifications include an Arts degree majoring in economics, and a Law degree majoring in business and tax law, graduating from University of NSW in 1988. Subsequently, David completed a Diploma of Financial Planning, and continues to be a Certified Financial Planner.
David has built a highly successful career in providing specialist investment and strategy advice to individuals, organisations and groups with larger sums to invest and technical/tax issues to address. His clients include a number of individual recipients of large compensation settlements; families with large pools of assets accumulated through business, lottery win or inheritance; and successful executives who have large investment and superannuation portfolios requiring ongoing investment and strategic advice.
David initially worked in legal advice for Westpac Bank after graduating, with a focus on the corporate and financial services areas. He later moved to a role as a financial adviser with ipac, where he spent 8 years and became a Senior Financial Consultant working with clients having larger portfolios and relatively complex personal and technical issues to address.
A two year stint followed leading the financial planning team at Merrill Lynch in Sydney. After Merrill Lynch withdrew from Australia in 2001, David moved to Tynan Mackenzie, where he spent 8 years before becoming a co-founder of Hub Wealth Management. In his time at Tynan Mackenzie, David continued his corporate relationships with various outplacement firms, large companies, universities and law firms. He also assumed leadership roles as a member of the Executive Committee, providing key input and advice to the board of Tynan Mackenzie.
Overall, David has over 20 years of financial planning and investment advisory experience. He has developed a strong specialty in the strategy, implementation and management of larger investment portfolios for clients with specialist needs and circumstances.
Outside of Hub Wealth, David is married with two teenage children. He is a keen follower of sport and has coached various teams. He is a regular swimmer at Bondi beach, tennis player, and a keen student of politics and economics. The ties with his original roots in the country remain strong.