David Howie CFP®

David Howie CFP®

About Me

I have worked in the financial planning industry since 2011 and am passionate about understanding and forming long term relationship with clients.

As a Certified Financial Planner®, I thrive on having meaningful discussions with clients identifying their lifestyle aspirations, financial objectives and personal values. I specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular reviews, ensuring these strategies continue to meet the client's needs.

Away from the office, I spend time with my young family raising two children, Ava and Will, with his wife Tennielle. My favourite annual family holiday destination is Halls Gap and I enjoys spending time in the great outdoors along the Surfcoast and am a keen cyclist, with enough bikes to cover any surface.

I have an easy going nature and friendly smile, and enjoy being around people and sharing a laugh or two.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 13 Years
  • Licensed By
    Licensed By Muirfield Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®