About Me

David has been in the financial services industry since 1994, firstly as an Accountant and then as a Financial Adviser from 2000 onwards. In 2009, David established Custodian Financial Group. He has completed a Bachelor of Commerce (Accounting major) and the Diploma of Financial Planning and is currently a Certified Financial Planner, the highest professional designation of the Financial Planning Association of Australia ('FPA'). David enjoys dealing with all clients who appreciate the value of and will act upon sound financial advice.

Areas of Focus

  • Aged care
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Custodian Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®