Director & Financial Adviser
David is committed to helping his clients achieve and preserve financial independence so they have the freedom to spend time on the things that are important to them. David is motivated by seeing his clients commit to their goals and then, be brave enough to follow strategies to achieve these. He helps them enjoy life today because they know they are making smart, sensible decisions about their financial future. David has been a financial planner for over 20 years. He has a Bachelor of Economics (Sydney University) and is a Certified Financial Planner (CFP). Outside of work, David leads a very active lifestyle and has a lifelong passion for the ocean. Over many years, David has been involved in surf lifesaving, surfing and more recently, stand-up paddle boarding. This passion has extended to his family, with all enjoying everything the ocean has to provide, especially on the Northern Beaches of Sydney.