He is passionate about helping and motivating clients to make sound financial decisions through life’s many changes, placing great importance on personal relationships and tailored service. David is proud to have earned the long-term trust and loyalty of many clients throughout their financial journeys.
He specialises in retirement planning, self-managed superannuation, wealth creation and borrowing strategies, as well as employer superannuation. David is a Certified Financial Planner® and holds a Bachelor of Science, Diplomas in Superannuation Management, Financial Planning and Mortgage Broking, and serves as a Justice of the Peace. He is a member of the Financial Planning Association and the Mortgage and Finance Association.
Outside of work, David enjoys staying active through sport, serves as Chair of the local community association, and has been actively involved with the Cancer Council.
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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:
Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.
LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.