- Diploma in Financial Planning
- Advanced Diploma of Financial Planning
- Bachelor of Business (Management)
- Master of Applied Finance (Financial Markets and Wealth Management)
Depending on where they are in their life journey, different people have different goals. I enjoy working with clients to help them find what really matters to them, and assist in that journey to provide peace of mind.
With over 10 years’ experience in the finance industry, David brings knowledge and experience to his clients in order to help them achieve their goals and objectives. Through trust and collaboration, education and commitment, David has his clients best interest at heart when making any recommendation.
David is in the process of completing and becoming a Certified Financial Planner with the Financial Planning Association of Australia, allowing him to be amongst the top tier of educated financial planners in the country.
Having lived in the Wollongong area all his life, David enjoys what the Illawarra and South Coast have to offer. He enjoys playing soccer and basketball, staying active through numerous physical activities, and is a keen fisherman.