BCom DipFS(FP) AFP
Authorised Representative Number 322049
Dave is a purpose-driven wealth management professional with over 18 years of experience.
Growing up in Sydney and Lake Macquarie, Dave witnessed the rise and fall of his family’s plumbing and electrical business. This experience sparked his desire for financial security and inspired him to pursue a career in financial advice. Fascinated by his father’s investment strategies and driven to help others, Dave entered the wealth management industry.
Dave believes that good advice prioritises people. He understands that our behavioral biases and personal “money stories” can significantly impact our financial goals. Integrity, transparency, and genuine care are core values he shares with the Collective team.
Dave’s clients come from diverse backgrounds, including private business owners, C-suite executives, tech entrepreneurs, retirees, and families. He excels at simplifying complex financial concepts, empowering clients to make informed decisions. He provides comprehensive wealth management services, including financial planning, wealth building, retirement planning, tax strategies, and investment management.
Outside of work, Dave enjoys an active life with his partner and two kids. He starts his days with early workouts, engages in DIY projects, is working towards a black belt in Taekwondo, and enjoys mountain biking.
