David Alcorn CFP®
About Me
I began my career as an accountant in public practice back in 1983. After being offered a partnership in 1986, I spent the next 18 years helping clients to develop their business and provide strategic tax and financial advice. After establishing a financial planning arm to the accounting business in 1994, I made the decision to leave the practice in 2002 to start a new life as a financial adviser. I have a passion for assisting clients in achieving their financial and lifestyle goals both throughout their working life and then into retirement.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 41 Years
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Licensed By Morrows Private Wealth Pty. Ltd.
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Advice Fees From $3,000