About Me

David has over 18 years of diverse experience in financial services, specialising in equipment finance and leasing, financial planning and salary packaging. David's qualifications include an Honours Degree in Bachelor of Arts a Masters Degree in Business and the Advanced Diploma of Financial Services (Financial Planning). He is a member of both the Financial Planning Association of Australia (FPA) and the Self-Managed Super Fund Professionals' Association of Australia (SPAA). SpecialtiesTax-effective wealth creation. Motor vehicle leasing and financing. Novated leasing. Salary packaging. Investment. Superannuation & SMSF. Personal insurance. Estate planning. Business succession planning.