David has worked in the financial services industry for over 30 years. He is a Fellow Chartered Financial Practitioner with the Association of Financial Advisers (AFA) and is a certified Justice of the Peace (JP).
With his vast experience, David has specialised in many areas of financial planning, including retirement planning, investments, specialist in aged care, insurance, superannuation, and self-managed super funds (SMSFs).
Having helped hundreds of clients achieve financial freedom throughout his career, David remains passionate about helping clients achieve their goals and pursue their dreams.
David’s loyal client base speaks highly of his expertise, and the majority of his business comes through referrals from clients eager to help their family and friends.
David demonstrates his sense of community service through his association with the Cancer Council Pro Bono Program, offering his expertise and time at no cost to cancer patients who cannot afford financial advice.
When he's not helping clients, David enjoys spending time with his family and friends, as well as his menagerie of pets. He also loves travelling, cricket, motor sports, and supporting his beloved Penrith Panthers.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Oran Park office
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