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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