- Diploma of Financial Services
Having a conversation with a client and being able to tell them they will have a comfortable retirement, without forgoing aspects of their current lifestyle, is priceless.
David has six years' experience in the finance industry. Prior to joining StatePlus, David worked at Centrelink, where he gained an in-depth knowledge of Australia's social security system.
One of the major attractions for David in his financial planning role with StatePlus is the measurable difference he can make in helping people achieve financial security. With his dedication for superior customer service, David enjoys putting in place a plan which works towards building a comfortable and enjoyable retirement lifestyle for his clients.
David enjoys the great outdoors and exploring the coast. He has lived his entire life near the water at Port Macquarie, Sydney and now Wollongong. There, he spends most of his spare time surfing. When out of the water David also enjoys a good game of cricket.