David is Fellow Chartered Financial Practitioner with the Association of Financial Advisers (AFA) and holds a Graduate Diploma in Financial Planning as well as being a certified JP (Justice of the Peace) and has worked in the financial services industry for the past 28 years.
With his vast experience David has had the opportunity to specialise in many areas of financial planning including retirement planning, investments, specialist in aged care, insurance, superannuation and self managed super funds (SMSF).
Having helped hundreds of clients achieve their financial freedom throughout his career, David is still inspired about helping his clients achieve their goals and following their dreams.
David’s loyal client base speak passionately about his financial planning expertise and the majority of his business comes through referrals from clients wanting to help their family and friends.
David’s sense of community service is demonstrated through his association with the Cancer Council Pro Bono Program. He provides this expertise and time at no cost to cancer patients who are not able to afford financial advice