David Heather Chief Executive Officer, Xplore Wealth Limited (at time of writing) David is a recognised specialist in the managed accounts field and has over 27 years experience in the Australian financial services industry. In 2005 David was appointed head of distribution at Aegis where he was responsible for building a portfolio business and distributing research to financial planning groups and broking firms. David joined managedaccounts.com.au as the head of distribution in March 2008 to assist advisers, financial planning groups and broking firms with the integration of managed accounts into their existing business models, and, in February 2014, was duly appointed the chief executive officer role.
DAVID HEATHER | TUESDAY, 3 NOV 2015 It wasn't that long ago that financial services was all about specialisation. Read more PAGE: 1 |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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