David advises some of Sydney's most successful business people and wealthy families on their wealth management needs.
By utilising extensively researched strategies, David contributes value to his clients’ financial situations in the areas of Investment Management, Structuring, Asset Protection and Estate Planning.
David has over sixteen years of experience providing financial advice and holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and is a Certified Financial Planner CFP. David has twice been awarded as a finalist in the Association of Financial Advisers “Adviser of the Year Award”, and has completed an Executive Education course at Stanford Business School.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
