/People

David Clark

Investor

Wealth Adviser at Koda Capital

Sydney

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About

David Clark is a wealth adviser with over 22 years of experience advising businesspeople and families in Australia on investment management, structuring, asset protection, succession, and estate planning. He holds a Bachelor of Economics and a Graduate Diploma in Applied Finance and Investment, is a Certified Financial Planner, and has completed an Executive Education program at Stanford Business School. He also creates and hosts the wealth management podcast Inside the Rope.

Experience

  1. Koda CapitalAdviser & Partnercurrent2016 — presentGreater Sydney Area
  2. St Joseph's College Hunters HillFoundation Directorcurrent2019 — presentSydney, New South Wales, Australia
  3. Inside The Rope With David ClarkFounder & Hostcurrent2017 — presentSydney, New South Wales, Australia
  4. Bandu OrganisationAdvisory Board Membercurrent2024 — presentSydney, New South Wales, Australia
  5. Graphite Energy Pty LtdNon Executive Director2022 — 2025Sydney, New South Wales, Australia
  6. CA Hill Financial Services Pty LtdFounder & Director2009 — 2019Sydney, New South Wales, Australia
  7. Clark Pacific Financial ServicesPrincipal2002 — 2016
  8. Newport CapitalAssociate1999 — 2002

Skills & more

Financial Planning22Insurance32Asset Management12Equities9Income Protection7Retirement Planning17Investment Advisory12Strategic Financial Planning45Financial Risk5Portfolio Management8Asset Managment2Financial Analysis4
+10 moreFinanceValuationFinancial ServicesWealth ManagementInvestment BankingInvestmentsFinancial AdvisoryRisksuperannManagement
  • Certified Financial Planner — Financial Advice Association Australia (FAAA)

From David's professional profile.

Investments

Board seats

Graphite Energy

Per the firm's website.

Colleagues at Koda Capital

Frequently asked questions

Who is David Clark?
David Clark is a wealth adviser with over 22 years of experience advising businesspeople and families in Australia on investment management, structuring, asset protection, succession, and estate planning. He holds a Bachelor of Economics and a Graduate Diploma in Applied Finance and Investment, is a Certified Financial Planner, and has completed an Executive Education program at Stanford Business School. He also creates and hosts the wealth management podcast Inside the Rope.
Where does David Clark work?
David Clark is Wealth Adviser at Koda Capital.
What boards does David Clark sit on?
David Clark holds tracked board seats at Graphite Energy.
Where did David Clark go to school?
David Clark studied at Stanford University Graduate School of Business (Business Administration and Management, General); St Joseph's College Hunters Hill (Bachelor, Economics).

Same school

Shared employers

Also worked at St Joseph's College Hunters Hill1

Also worked at Inside The Rope With David Clark1

Also worked at Bandu Organisation1

Also worked at Graphite Energy Pty Ltd1