David Temme

BEc GDipAppFin (SecInst) FCSI

David leads 360Private’s Investment and Portfolio Advice team and has a multi-decade track record of constructing and overseeing portfolios for significant family groups – spanning domestic and international markets across the full spectrum of asset classes.

With 360Private since 2005, he leads the firm’s Investment Committee, driving the rigorous research process and ensuring every recommendation made to a client has been independently scrutinised, stress-tested and benchmarked.

Widely respected across the investment industry, David maintains strong relationships with leading fund managers and market participants – access that gives 360Private clients insight and opportunities that extend well beyond the reach of most advisory firms. His approach is straightforward: advice shaped solely by the client’s objectives and risk appetite, delivered with transparent reporting, and grounded in relationships that in many cases now span two decades and multiple generations.

Areas of Expertise

• Investment portfolio construction and oversight
• Domestic and international asset allocation
• Investment research and product selection
• Portfolio performance reporting and benchmarking
• Investment governance and committee leadership

Qualifications & Memberships

• Bachelor of Economics
• Graduate Diploma of Applied Finance and Investments
• Fellow, Chartered Institute for Securities & Investment
• ASIC Registered Financial Adviser