A city skyline at night with a boat in the water.
David Sallway

David Sallway

BCom
Authorised representative number: 001269559

Senior Investment Adviser

I aim to deliver the best outcome for clients, based on their needs using research-based, financial methods. I treat all clients equally, with honesty and transparency.
David commenced his investments career at ABN AMRO in 1999 where he repackaged, arranged and structured credit. In 2005 David became the fixed income analyst generating trading ideas, pricing models and model portfolios for over 400 advisers. In 2010 he joined UBS Wealth management to concentrate on developing his own client portfolio which subsequently followed him as a Founding Partner at Crestone Wealth.

Investment Style

My focus is to create unique tailored portfolios for clients across all asset classes calling on my extensive experience in financial markets and credit. My proprietary financial model forms the foundation for building successful, dynamic portfolios. I am passionate about introducing and educating clients on new investment tools to meet the challenges of constantly evolving markets.

Services and Specialties

Philanthropic Services
Investment Advice
Fixed Interest and Cash Management
Stockbroking
Wealth Management

Qualifications and Professional Affiliations

SDIA Accreditation Program RG146
Specialist Knowledge Foreign Exchange
Bachelor of Commerce (Finance)
Professional Diploma in Stockbroking
Accredited Derivatives Advisers Level 1

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Securities
Generic
Derivatives Level 1
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.