David Middleton - Sound Advisors

B Comm, CFP® Authorised Representative | Email  

David has been a leader in the financial advice industry for most of the last 29 years, from August 1987 until February 2016. He has been on investment committees for much of this time with Pembroke, Ord Minnett and WHK Group (including Prescott Securities). David has a special skill in financial modeling and in evaluating investment alternatives.

In 1998 David was elected to the National Board of the Financial Planning Association and he remained on the Board for five years. He was also a member of the Legislation and Regulations Committee and wrote the current FPA Policy Paper on Risk Tolerance Assessment. In 2003 his contribution to the Financial Advisory Profession nationally was recognized with a Distinguished Service Award.