Director & Strategic Advisor
I am passionate in ensuring the best outcomes possible for my Clients and pride myself on giving them confidence that their affairs will be dealt with using the upmost due diligence. Whilst managing both our Strategic and Risk Pillars, coupled with my strong accounting background I am well placed to offer sound advice and build strong plans for both individuals and family groups
Pursuit of his interests in finance saw David obtain a Graduate Diploma in Financial Planning which was shortly followed by completion of the Certified Financial Planner qualification with Financial Planning Association of Australia. More recently David has broadened his exposure to corporate governance by graduating the Australian Institute of Company Directors governance training and taking up multiple positions on not-for-profit Boards and sub-committees.