David’s is a founding partner of First Financial which is a medium size boutique financial planning firm which merged with Akambo Financial Group in April 2022. David has over 15 years of experience in managing his own financial planning team of four advisers and two support staff whilst also managing his own individual client base. During that time David was also instrumental in growing various external networks and establishing several key business partnerships with accounting, legal and mortgage brokering firms.
David’s new position as head of licensing will be a national support role focusing on the fast-growing external network of accounting and financial planning practices around Australia who are looking to either start their own advice practice or assist existing practices by enabling them to grow and improve the way they provide holistic advice for clients. David is passionate about the ever changing financial advice industry and landscape and believes that together everyone can achieve more however we need to continue to evolve as individuals and businesses to prevent being left behind.
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