He began his career in paraplanning in 2004, transitioned into an advisory role in 2007, and has since worked with firms including Hobart Financial Planning and Invest Blue.
David is passionate about building long-term relationships with clients, guiding them through various stages of life, and helping them achieve confidence in their financial decisions. He specialises in serving clients aged 55 to 65, providing tailored retirement strategies and insights. A key focus of his practice is navigating the complexities of the Abbey Defined Benefit Scheme, where his expertise is highly sought after by clients and referrals.
Outside of work, David enjoys spending time with his family and maintaining an active lifestyle through running, cycling, basketball, and gym sessions, balancing career and family life.
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