David Allan

Head of Compliance

David Allan leads on Compliance at Floreat, responsible for global risk intelligence and anti-money laundering.

David joined the firm in 2019 from Handelsbanken, having previously held roles at Sanlam Private Wealth and HSBC.

He holds a Masters in Psychology & Philosophy (PPP) from the University of Oxford. David has passed the CFA Program Level 1 and completed the Diploma in Regulated Financial Planning with the Chartered Insurance Institute.