Typical clients include small business owners, particularly those just starting out and looking to grow their business and personal wealth, pre-retirees and retirees. David enjoys working with people needing both business services and financial planning to deliver efficient and effective wealth creation plans.
He holds a Bachelor of Commerce from the University of Newcastle, is a qualified financial planner, chartered accountant, and tax agent.
David describes himself as a hands-on professional who encourages and supports his clients to achieve their ultimate potential. Growing up in the greater Maitland area, David is a big fan of the outdoors and pursues an active and energetic lifestyle alongside his wife and three children.
If his poor eyesight didn’t stand in his way the world of accounting and finance would have been millions of miles away – literally, as he travelled throughout the universe as an astronaut!