About Me

I have 15 years’ experience in the Financial Services Industry and has a Graduate Diploma of Financial
Planning, Bachelor of Economics and holds the Certified Financial Planner (CFP) designation.
Dave has a unique and personable ability to help people uncover what is really important to them and their
family including their personal values and beliefs. Helping individuals, couples, business owners and people
with highly complex lives understand what they are trying to achieve is the cornerstone to helping them
make educated decisions that lead them to living their best life.

I enjoy building long-term relationships based on trust and the shared goal of helping people achieve
the things that are most important to them.