About Me

David has over 17 years of experience in both the Financial Advising and Accounting Industry. He has previously worked in Business Advisory for a top tier Accounting firm, and as Financial Adviser for a major bank in the Premium Banking realm. He holds a Bachelor Degree from Deakin University majoring in Accounting, Finance and Financial Planning, with specialisation in Self Managed Super Funds, Direct Equities and Insurance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Asvw Financial Services Pty Ltd