QUALIFICATION & EXPERIENCE
David has developed his career in the financial planning industry since 2005, prior to joining Retirement Victoria in 2020 as an adviser in our financial planning team.
David holds a Master of Financial Planning and Bachelor of Commerce. His expertise & practical experience in financial planning provides the basis for his detailed knowledge and strong understanding of the retirement and financial issues faced by our clients, as well as various strategies for achieving more favourable outcomes.
David’s clients appreciate his empathetic, thorough approach to guiding them through identifying what is most important to them, understanding where they are today & providing a pathway to ideally achieve their desired retirement. He gains significant satisfaction from seeing his advice make an appreciable difference in his client’s lives, especially over the longer term.
Away from the office, David enjoys spending time with family & friends, keeping active through his passion for fishing & the great outdoors, with regular trips to his family home in Inverloch.
David’s clients appreciate his empathetic, thorough approach to guiding them through identifying what is most important to them, understanding where they are today & providing a pathway to ideally achieve their desired retirement.
SERVICES OFFERED
- Personal Insurance
- Investments
- Superannuation
- Retirement planning
- Budget/cashflow management
- Centrelink/DVA
- Debt management
- Estate planning
PRODUCTS OFFERED
- Life insurance products
- Retirement savings accounts
- Superannuation
- Managed investment funds
- Deposit products
- Investment bonds
- Pensions and annuities