About Me

David is a Certified Financial Planner with over 15 years’ experience in financial services. Since commencing his career in 1998, David has gained a wealth of experience and has continued with his professional development throughout this time. Not only is David a CFP, he also has earned himself a Bachelor of Commerce, Graduate Diploma of Applied Finance and Investment and a Diploma of Financial Planning.He is passionate about advising and helping clients obtain financial security and independence, which ultimately enables them to achieve their personal life goals.