Certified Financial Planner CFP®

Graduate Diploma of Financial Planning

Bachelor of Economics

Additional accreditations in SMSF, Margin Lending & ASX Listed Products

David’s role

David works with clients to build, protect and manage their wealth through a broad range of financial strategies. David enjoys creating long-term relationships that ensure clients remain on-track to achieve their personal and financial goals.

About David

David was born and raised in Hobart, and after traveling extensively through Europe believes it’s one of the best cities in the world. For that reason — he chose to make his home in Hobart with his wife, Anne and daughter Isabelle.

Sport, specifically hockey took up a major part of his life for many years representing Tasmania for a number of years through junior teams to the Tassie Tigers. He believes his success was fuelled by a competitive spirit to be the best he could be at whatever he did.