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Dave Barton

David Barton

Financial Planner


  • Diploma of Financial Services (Financial Planning)
  • Diploma in Financial Markets

I take great pleasure in being able to articulate investment solutions to clients in simple terms, showing them the positive impact of those solutions and helping them to fully understand their options.

David has worked for more than 20 years in the finance industry, with a strong emphasis in Fund Management. His career has seen him actively involved in helping to create investment products specifically for the superannuation market. This has given him a deep understanding of the many key investment solutions that are important for our clients today.

Born in the UK, David grew up in Canberra and Sydney and has lived in the Northern Beaches for the last 20 years. He is married with two children and his interests include, surf lifesaving, history and yacht racing (including the last two Sydney to Hobart yacht races).