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
- Koda CapitalAdviser & Partnercurrent2016 — presentGreater Sydney Area
- St Joseph's College Hunters HillFoundation Directorcurrent2019 — presentSydney, New South Wales, Australia
- Inside The Rope With David ClarkFounder & Hostcurrent2017 — presentSydney, New South Wales, Australia
- Bandu OrganisationAdvisory Board Membercurrent2024 — presentSydney, New South Wales, Australia
- Graphite Energy Pty LtdNon Executive Director2022 — 2025Sydney, New South Wales, Australia
- CA Hill Financial Services Pty LtdFounder & Director2009 — 2019Sydney, New South Wales, Australia
- Clark Pacific Financial ServicesPrincipal2002 — 2016
- Newport CapitalAssociate1999 — 2002
Skills & more
Financial Planning22Insurance32Asset Management12Equities9Income Protection7Retirement Planning17Investment Advisory12Strategic Financial Planning45Financial Risk5Portfolio Management8Asset Managment2Financial Analysis4
+10 more
FinanceValuationFinancial 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
David Knowles
Head of Philanthropy & Social Capital, Partner at Koda Capital
James Hawthorne
Adviser & Partner at Koda Capital
Jonathan Ayres
Managing Partner at Koda Capital
Michael Massey
Adviser & Partner at Koda Capital
Michiel
CEO at Crystal Horse Investments
Stephanie Patrick
Senior Adviser at Koda Capital
Tom Oryl
Podcast co-host 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
Also attended Stanford University Graduate School of Business1,509
Roelof BothaAdvisor & former Steward at Sequoia Capital; SpaceX board memberPeter FentonGeneral Partner at BenchmarkSteve JurvetsonCo-founder of Future VenturesDavid SzeAdvisory Partner at GreylockKatherine BoyleGeneral Partner at Andreessen Horowitz (American Dynamism)Hunter WalkCo-founder & Partner at Homebrew
+ 1,503 more
Also attended St Joseph's College Hunters Hill7
Michael MasseyAdviser & Partner at Koda CapitalAndy GreenDeputy Fund Principal at Frontier Development CapitalEdward FayAnalyst at OnMarketMichielCEO at Crystal Horse InvestmentsMatt SchillerFounder/CEO at SnapprJames WallCo-founder & CEO at Phases
+ 1 more