- CERTIFIED FINANCIAL PLANNER®
- Bachelor of Commerce (Finance & Management)
I want to help my clients make smart financial decisions. Working in the industry, I’ve seen the benefits and difference from a financial, lifestyle and emotional point of view that quality financial advice can make on people’s lives. I am professional however I like to present my advice in a relaxed and easy to understand environment.
David’s career in Financial Services started in a client services role for a large Superannuation Fund. He continued his studies and achieved his goal of becoming a Financial Planner in 2009. He is now a Certified Financial Planner who enjoys helping his clients achieve their financial and lifestyle goals. David’s experience in Superannuation, Retirement, Centrelink and Investments means he’s well positioned to work with you so you are able to achieve your individual goals and objectives.
No two clients are the same. David likes to get to know you and your situation so he can apply his technical knowledge for your desired outcome. Building quality relationships with his clients is important to David so you can feel comfortable through the times when you need to make your financial decisions.
David was born in Wollongong and has lived in the area his entire life. David married Sharon in 2014 and they have one Son, Ryan. David loves spending time with his family and friends, watching NRL (in particular, Wests Tigers) and many other sports. Travelling, four-wheel driving and being outdoors are some of his other interests.