About Me

David has more than 15 years experience in investment and finance. His qualifications and wealth management experience have provided him with valuable expertise and insight. David has the privilege of working with a great selection of clients, including private families, super fund trustees and not-for-profit organisations.

As a Certified Financial Planner (CFP), David has a keen understanding of the drivers of investment performance, wealth accumulation strategies, tax structures and risk management. David specialises in developing and implementing wealth creation strategies and providing simplicity and clarity to complicated client arrangements