BCom, DipFin, FBAA, JP
Since 2014 David has provided clients with services for their home financing, investment & construction purchases. David prides himself on providing professional, ethical and honest advice with a very high level of customer service to all Cooee clients.
Having a background with a B.A. in Business and Commerce with a Diploma in Mortgage Broking, his knowledge and experience help our clients and advisers through the loan process.
"I enjoy helping people and it gives me great satisfaction seeing our clients given appropriate advice to help change their outcomes and optimise their cashflow and finances."
The financial aspects of purchasing a home can be daunting, knowing what the best move is in choosing a loan or a lender can be overwhelming, but it doesn’t have to be. There are many factors to consider, interest rates are just one part and David can help you consider your options so you can ensure you are making he best decision for your needs.
"Whether you are purchasing, looking to renovate or upsize a home, refinancing a mortgage or best meeting the needs of a financial plan alongside your adviser, my role is to find a suitable mortgage product for your particular circumstance and then guide you through the loan process".
- 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