About Me

David — Senior Financial Planner | Western Sydney
Aged Care Specialist | SMSF Specialist Advisor (SSA®) | Accredited Behavioral Finance Professional ABFP® | Chartered Retirement Planning Counsellor CRPC®

With 20+ years in financial services, I help individuals and families turn aspirations into achievable outcomes. Since becoming an adviser in 2006, I’ve built a reputation for delivering clarity, certainty, and client first advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 22 Years