PH 0431 126 839
Suite 8/3 Clunies Ross Court
Eight Mile Plains QLD 4113
David is a Certified Financial Planner (CFP) and he has built a career in providing financial services over the last 19 years. He holds a Bachelor of Business (Banking & Finance) degree and Advance Diploma in Financial Planning. He is also a voting member of the Financial Planning Association and a treasurer/ board member of 4 organisations in Australia.
David has worked in the field of financial services his entire career, spending time working for as an Independent financial adviser (IFA) & Westpac Premium banking office before commencing his own private practice in 2019.
As part of the Westpac Premium adviser, he has won excellence awards as a Top Team member and Chairman’s Council member nationally over the last 11 years consecutively.
When you work with David, you can expect a thorough understanding of investment markets, legal structures, taxation, superannuation and estate planning.
With his vast knowledge in financial matters, David’s ability to explain complex financial situations will give you the peace of mind and certainty you have been looking for. You can ensure your goals are on track and your wealth is being managed according to your different life stages.
David and his wife Olivia have three children: Jasmine, Ashleigh & Riley.
He believes strongly in giving back and is currently sponsoring children through local and overseas charitable organisations.
Away from the office, David enjoys tennis, travel, movies and volunteers for non-profit organisations, community and overseas medical missions.