About Me

David is a CERTIFIED FINANCIAL PLANNER Practitioner. He is an equity partner, Director and member of the management board. He holds a Graduate Diploma in Financial Planning. David has experience and expertise in all facets of financial planning including investment markets, superannuation, self managed super funds, small business planning, tax planning, insurance and estate planning. Aside from running a small business and servicing his own clients David regularly does pro bono work for the Cancer Council of Australia. David is married with a young family.