Certified Financial Planner®
Diploma of Financial Planning
Bachelor of Business (Accountancy)
David specialises in providing strategic investment advice to a wide variety of working and retirement clients.
He has extensive experience in the financial services industry, and his advice covers everything from planning for accumulation and preservation of wealth, to the provision of tax effective retirement income streams.
Like his First Financial team-mates, David enjoys his long-standing client relationships, working with them from the early stages in their career through to their retirement.
Proactive and client focused, David believes First Financial’s growing reputation for being vibrant and innovative in the management of strategic opportunity can only grow stronger.