With nearly 40 years of experience in the financial planning industry, David is a well-qualified and experienced business leader with a working ethos that comes down to communication and problem-solving.
David is the Principal and Financial adviser of a successful financial planning practice in Queensland. His practice is the proud recipient of the 2014, 2017 and 2018 Principal Practice Award; the 2014 and 2016 Fortnum Operational Excellence Award; and David himself was awarded the coveted 2017 Guy Carrington Chairman’s Award for excellence and individual contribution to Fortnum. David believes in the basics; hard-work, determination, and doing the right thing by his clients to achieve their goals. He describes his work as client-oriented, and makes a point of valuing the individuality of claims and financial planning services.
David’s extensive qualifications in financial planning and life insurance provide him with the skills and experience to create wealth and peace of mind for his clients. He believes financial planning is about managing expectations and enabling people to be in control of their assets and their family’s financial safety, especially when the worst happens.
David holds a Graduate Diploma in Financial Planning and a Diploma in Life Insurance.