David thrives on the challenge of helping clients capture what is important to them to build a long-term financial plan that can adapt to changing needs, and one which is aimed at bringing them lasting financial security. David has almost 30 years’ experience in the financial services industry and as an experienced Financial Adviser, David has spent the past 17 years providing holistic financial advice to a broad range of clients. David’s experience is also complemented by having previous roles in investment, marketing, and product teams within the investment management industry in the earlier part of his career. David’s extensive experience has given him a thorough knowledge of superannuation, social security, tax, Estate planning and investment strategies. David’s family and close friendships are important to him and help contribute to his health and happiness, however scoring his son’s cricket matches is not a passion!
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