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David Marginson

David Marginson

Financial Planner

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Commerce
  • Master of Business Administration
  • Advanced Diploma of Financial Services (Financial Planning)
  • Fellow Australian Institute of Management
  • Justice of the Peace

I am passionate about helping clients achieve their retirement aspirations.

David has had an extensive career within the industry providing advice for an array of professional, corporate and public sector clients.

David’s career includes leading and managing high profile business organisations - both ASX listed and private companies. This has given David a unique breadth of experience.

Originally from Melbourne, David moved to Sydney 15 years ago to raise a family with his beautiful wife of 40 years. David has three children and one granddaughter.