David has over 20 years’ experience in the Financial Services Industry. David’s qualified in Financial Advisory, Mortgage Lending, Self-Managed Super Funds, Retirement Planning, Property (Commercial & Residential), Financial Tax Advisory & Cashflow Analysis.
Having previously been the Founder and Managing Director of a very successful Boutique Financial Services company, David has hands on experience and knows what it means to grow a business. Key to his previous experience was centred around forming strategic relationships with Accounting Firms to jointly service the clients and provide a total wealth solution for clients.
This experience has created an opportunity within the Cooee Community to build strong relationships with other Professional Practices to ensure that clients receive the best quality Advice, assisting clients to achieve their goals with the highest degree of certainty.
- Master of Financial Planning from Kaplan Professional
- Certificate IV in Finance and Mortgage Broking from Kaplan Professional
- Justice of the Peace, NSW
- Financial Planner AFP® member of the Financial Planning Association of Australia
- SMSF Specialist Advisor™ member of the SMSF Association of Australia