David’s role is to advise and partner with our clients to help them to do more of what they enjoy and provide protection in the event of adversity. David provides advice across many aspects of your financial world. Most of David’s day is spent understanding the needs of our clients, guiding research in tailored solutions for their circumstances, and providing ongoing support to ensure those plans stay on track.
After working in the claims department of the then Prudential Assurance Company in Sydney in 1989, David decided to return to his home town of Tamworth to work directly with clients as an adviser. From then and throughout the last 30 years, he’s worked with hundreds of clients.
David’s favourite part of the advice process is finding solutions to people’s problems including those that may be unforeseen and educating clients to make better financial decisions.
Throughout his career, he has been an active member of the Financial Planning Association (FPA) and has been Chairman of the New England Chapter of the FPA since 2015. David holds tertiary qualifications current within the industry and is also registered with the Tax Practitioners Board as a tax (financial) adviser.
David’s main hobby is motorbikes. Including riding, following international events such as the MotoGP and Supercross, along with spectating and supporting clubs in the local community. He also enjoys both water and snow skiing, spending time with family and friends, 80’s music and would like to travel more in the future.