David began his career in banking and finance in 1990 as a graduate with the Commonwealth Bank. During this time he has worked for more than 14 years as a financial planner with Commonwealth Financial Services, Colonial State Bank and WHK. He joined as a partner at Investor Wealth in 2009, and has proven to be an asset to our team.
David is a member of the Financial Planning Association (FPA) and his qualifications include the following:
- Certified Financial PlannerTM
- Diploma of Financial Planning
- Bachelor of Business (Accounting)
David has a range of external interests including tennis, shares, travel and racehorse ownership. He is also an avid collector of Australian stamps and banknotes.
For a free no obligation appointment and to find out more about how David can help you with retirement planning, please contact our office on (03) 9663 9595.