Authorised Representative Number: 274560
Qualifications: Diploma of Financial Planning, Diploma of Financial Markets, Economic & Legal Context for Financial Planning
With over 30 years of experience in various roles within the financial services industry, David possesses extensive knowledge and understanding of the opportunities and challenges involved in navigating his clients through the complexities of successful financial management.
David became a Financial Adviser in 1997 and a Certified Financial Planner in 2004, and is a member of the Financial Advice Association of Australia (FAAA).
David is passionate about equipping clients with the knowledge and tools they need to make informed decisions about their money, so they can live comfortably and have peace of mind knowing that they are in control of their finances.
He is an expert in superannuation, insurance, investment, retirement planning, redundancy, wealth accumulation, taxation and financial analysis.
David enjoys an active, healthy, and rewarding life, surrounded by his family and friends. Being keen on fitness and sport along with a passion for playing the guitar – despite jokingly admitting he’s not a pro. David brings the same enthusiasm, energy, and commitment to his role at Superannuation Advice Australia as he does to his personal life.