David started in the Banking and Financial Service industry back in 1987. In 2000, David started his journey into Financial planning and hasn’t looked back. During this time, David took an interest in understanding what money and his clients’ wealth meant to them.
Through a number of roles as an employed financial planner in 2012, he started his own financial planning firm with two other colleagues, which grew to be one of the most successful financial advice businesses in the country, winning multiple awards across the industry.
In 2018, David and his other business partners agreed to merge with Viridian Advisory. This merger with Viridian Advisory was based on two businesses with a high cultural alignment and a strong purpose of helping clients achieve their desired lifestyle.
Master Financial Planning
Self-Managed Super Fund accredited
Financial Advice Association Australia (FAAA)
Self-Managed Superannuation Association of Australia (SMSF Assoc)
What David’s clients say about him…
“David is responsive to my concerns, available at all times, clearly explains the market and my financial situation and listens to my concerns and goals.”
“David is fantastic. We trust his decisions and advice and that he always has our best interest at heart. We couldn’t recommend him more highly.”
“David has looked after us for some time – we have a constructive relationship, and he appears to know his stuff and keeps learning. I have already recommended (to my Mum) in the past.”
“David cares for his clients”.