David was a co-founder of Zenith Investment Partners, which commenced in November 2002 and went on to become a leading provider of investment research and advice to the intermediary / wholesale market. Prior to his departure, Zenith controlled approximately 33% of the wholesale investment research market which totalled approximately 18,000 financial advisers and $650bn in FUA. In December 2019 private equity firm, Five V Capital, bought a majority stake in Zenith and David exited the business having built the business from a start-up.
Prior to forming Zenith, David was a founding shareholder and held an executive position at InvestorWeb (alter rebranded IWL Limited). IWL was a diversified financial services business which listed on the ASX in 1999.